Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
At Midyear, Where Can Advisors Find Diversification?—Searching for Alpha for July 2013
By Ben WarwickMidway through 2013, gold is down and rates are rising. Investors' perceptions are changing, and as for the stock market...
June 27, 2013
Morningstar Finds TDF Fees Falling, Assets GrowingAverage industry glide paths for target-date funds should reasonably meet the typical worker's spending needs in retirement, Morningstar says in a new report.
June 26, 2013
Your Clients and Their Children: Solutions to Joint Bank AccountsHere are three less risky, more efficient solutions to an aging parent's wish to make bank accounts into joint accounts with their children.
June 20, 2013
Alternatives & Volatility: One Firm’s Winning ApproachHere's how Litman Gregory puts together a multi-manager fund with low risk and impressive returns.
June 20, 2013
Target-Date Funds Shrink in Number, but Popularity Is GrowingBrightScope and Target Date Analytics said in their Popping the Hood VI report that TDF assets are likely to quadruple by 2020.
June 18, 2013
Cerulli: Flexibility is key in choice of managed account programsMost financial advisors say asset allocation choice is important.
June 18, 2013
Cerulli: Flexibility is key in choice of managed account programsMost financial advisors say asset allocation choice is important.
June 11, 2013
JPMorgan, ADP to wind up 180 abandoned DC plansTo date, EBSA says that almost $75 million in distributions have been made under its abandoned plan program