Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
ETF Assets Decline by $32 Billion
By Staff WriterAccording to the Investment Company Institute (ICI), the combined assets of U.S. exchange-traded funds fell $32.25 billion to $578.07 billion in June. Even though this is...
September 25, 2008
In Crisis, Opportunity Abounds for RIAsGreeting the 1,400 advisors who gathered in Atlanta on day one of the annual Schwab Institutional Impact conference on September 24, SI's Charles Goldman argued that "as severe and unique as the crisis is, there's also great opportunity" for Schwab and its advisors during this troubling time in the markets....
September 24, 2008
AIG Moves Ahead With Fed Deal (Updated)American International Group Inc. says it has signed the definitive agreement for the revolving credit facility it is getting from the Federal Reserve Bank of ...
September 11, 2008
Success is in the systemNot to suggest getting in a rut is a good thing, but following a tested system streamlines how you run your practice. Authors Ron Carson...
September 11, 2008
Insurer IRA Assets Increase 5%U.S. residents ended 2007 with $4.7 trillion in individual retirement account assets, up about 12% from the 2006 total.Researchers at the Employee Benefit Research Institute, ...
September 03, 2008
Tax questions for selling concentrated stockClients with a deep aversion to tax liability may prefer the risk of owning large amounts of one stock, but selling is often the easiest...
September 03, 2008
Bankers See Room To Improve Cross-SellingBank managers and salespeople are generally satisfied with their banks' ability to cross-sell investment and insurance products, but they think their institutions could do better.Researchers ...
September 01, 2008
Asset Allocation, August 2008Read this month's recommended asset allocations from Investment Advisor's panel of distinguished economists and money managers here.