Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
2011 Q1 Earnings Preview: Asset Manager Outlook Overshadows Big Banks
By Joyce HansonAs Q1 2011 earnings season begins, portfolio manager Richard Levine of Neuberger Berman Income Equity Fund expects good news from the finance sector.
April 04, 2011
EBSA Amends Prohibited Transaction ExemptionThe U.S Department of Labor's Employee Benefits Security Administration has unveiled a final amendment to a prohibited transaction exemption.
March 31, 2011
Goldman Golden Boy Goes RIA; 2011 SMA Managers of the Year: April Investment Advisor—SlideshowIn the April issue of Investment Advisor we focused on wealth management and the special issues wealth managers face
March 30, 2011
New York Fed to AIG: We Have Other BiddersThe Federal Reserve Bank of New York will be using a unit of BlackRock Inc. to sell residential mortgage-backed securities that American International Group Inc. handed over to the bank in 2008.
March 28, 2011
Investment Managers Expect Volatile, Bumpy Recovery: Towers WatsonInvestment managers expect recovery to be volatile, according to a report released in March from Towers Watson.
March 28, 2011
Look at Both Sides of Retiring Clients' Balance SheetsMany financial advisors take, I believe, too narrow a view of their retiring clients’ finances to give them the most effective advice.
March 28, 2011
Affluent Investors’ Confidence Slowly Rebounds, but Loyalty to Advisors in FluxMany affluent investors are still risk averse and not confident about reaching their financial goals despite the significant rise in equity markets since September 2008, according to a new survey by Northstar/Sullivan.
March 28, 2011
The Perils of Nonqualified 'Top-Hat' Plans: Feinberg v. Rand McNallyThese non-qualified deferred plans are a great way to attract and retain executives, but can also have a big downside, as a recent court case shows.