Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Use LTCI to bring in high-net-worth clients
By Ed McCarthy, CFP, RICPThe mainstream personal finance media frequently approach the LTCI-buying decision from a wealth perspective. Prospective insureds with limited assets don't need the coverage because they'll qualify for Medicaid while the affluent can
June 09, 2009
Selling a C Corp - Negotiate hard for a stock saleC Corp owners take note -- you must understand the ramifications of the stock sale versus the asset sale.
June 02, 2009
Older adults enjoying "gentler" recession56% -- Percentage of seniors who say they suffered no losses in the recession; 5 percent say they lost more than 40 percent of their assets.
June 01, 2009
Family Pacts Can Bypass Medicaid Rules: ArticleRules governing asset transfers from elderly Medicaid recipients to family members can be skirted by using formal caregiving agreements, a law professor says.
June 01, 2009
PIMCO Shares 2Q09 Markets OutlookNewport, Calif.-based Pimco has just issued its second-quarter outlook on the markets. The firm says it will "retain an emphasis on assets at the top...
June 01, 2009
Shifting Strategies: Troubled Times Inspire Innovative InvestingWith the Fed pumping money into the economy, advisors and economists are concerned about another potential problem: inflation. While the inflation rate in 2008 was...
May 28, 2009
Unrealized Losses GrowNet unrealized capital losses increased to more than $13 billion at U.S. life insurers in 2008, up from $8 billion in 2007.
May 28, 2009
ETFs Go MainstreamWelcome to the inaugural issue of Wealth Manager's ETF Expert, our new e-newsletter. ETF Expert's subscribers will receive data, reports, strategies and analysis written with wealth managers and their clients in mind.