Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Catching up with...
By Kara P. StapletonRecently appointed head of the Registered Investment Advisor (RIA) channel for JPMorgan Funds, Steve Lundquist will be responsible for the business strategy of the institutional...
September 01, 2008
Far From RetiredWhen Tony Purpero decided to sell his book of business after close to 30 years in the wirehouse world and move from Medford, Oregon, back...
August 13, 2008
Global recession fears upAccording to a Merrill Lynch survey, almost one-quarter of fund managers think the global economy is in a recession, and almost one-half think one is...
August 01, 2008
Asset Allocation, August 2008Read this month's recommended asset allocations from Investment Advisor's panel of distinguished economists and money managers here.
August 01, 2008
Time for an AlternativeDespite the recent tumult in the hedge fund world with the collapse of Bear Stearns's two hedge funds and the subsequent arrest of its two...
August 01, 2008
Study Finds Some Plans in Good ShapeThere's good news for your clients enrolled in pension plans at the largest U.S. companies. According to a Mercer study, in 2007, the financial health of...
July 30, 2008
Tips for boomer job interviewsHave a boomer client that has to return to work due to current market conditions? The Olympian quotes an AARP study that finds workers 55...
July 11, 2008
Putnam's New PeoplePutnam has added some new faces to its team. It recently appointed Alan McCormack and Mike Scafali as co-managers of Putnam International Equity, although neither...