Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Small Foundations Have Outsized Charitable Impact, and Assets Have Grown
By Michael S. FischerFoundation Source finds foundations with less than $50 million in assets have enjoyed strong post-recession growth and that advisors can play a key role in three areas.
November 05, 2014
Enhancing Creditor Protection of IRA FundsDespite a recent Supreme Court ruling to the contrary, inherited IRAs may be vulnerable to bankruptcy creditors. Here's a strategy for stronger protection.
October 28, 2014
UBS’ Advisor Production Tops Merrill’s (Again), as Q3 Profits RiseUBS Wealth managers in the Americas have average annual fees and commissions of nearly $1.08 million.
October 28, 2014
Investment Performance Alone Does Not Drive Asset FlowsSo, what drives asset flows? Great investor relations, suggests a new white paper.
October 28, 2014
TD Ameritrade Reports Record Earnings for 2014; Advisor Business ‘Firing on All Cylinders’TD Ameritrade execs talk to ThinkAdvisor about their earnings, how the firm lures wirehouse brokers and what they think of Schwab's new robo-platform.
October 24, 2014
Does the World Have Too Many Active Managers?Only a small subset of the active managers and the hedge funds are useful to society, Towers Watson's new think tank says.
October 24, 2014
The best ‘won’t be in today’ excusesEmployees dont need a reason to use their PTO, yet, they still come up with some amusing explanations.
October 21, 2014
"Rich opportunities” in the 403(b) marketConsultants surveyed by Cerulli Associates reported a significant uptick in activity in the 403(b) plan market.