Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
What book(s) or other media (video, audio, seminars) have had the most influence on your business?
By staff WriterSo far, Bill Good in creating a systematic approach to marketing/prospecting/asset gathering.
January 01, 2010
Schwab Sees More Momentum, Says GristAs of September 30, 2009, 126 teams moved to an independent model with Schwab, according to Barnaby Grist, senior managing director of Schwab Advisor...
December 16, 2009
Third-Party Managers (Tactical vs. Strategic)Now that 2008 is about to be safely behind us and we have had 2009 to recover -- and, who knows for sure, but 2010 is looking like it could be okay, yes? -- I'm wondering what you think about third-party managers.
December 01, 2009
Fund Managers Share Views with LipperThe U.S. fund industry is beginning to recover from possibly the worst economic and financial correction that it has ever experienced, says Jonathan Krieder,...
November 30, 2009
Currency StrategyCurrencies can be an effective diversification tool. This currency strategy can be valuable, especially after the past two years in which almost every type of asset tended to go to a correlation of one.
November 25, 2009
Sophisticated Strategies Made EasyThe iShares Diversified Alternatives Trust (ALT) is the first actively managed, non-index based ETF for iShares.
November 24, 2009
Five Types of Risks Advisory Firms FaceMany advisory firms are small enough and different enough from the mega-sized banking, insurance, brokerage or other financial services firms that a lot of the research or traditional "wisdom" about managing risk just doesn't apply.
November 23, 2009
Fundamental Index Method Receives PatentDo fundamental indexes beat conventional cap-weighted wisdom?