Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Thrivent Adds Income Advisory Service
By Staff WriterA fraternal insurer is trying to do more to help retirees management their investments.Thrivent Financial for Lutherans, Minneapolis, says its new Thrivent Retirement Income Optimizer ...
April 01, 2008
In a NutshellWe argue that a tactical asset allocation approach will save clients pain, and in some instances add alpha to those clients' portfolios as well. Our...
April 01, 2008
The Writer Couldn't Be More WrongI confess to being appalled by January's "Soapbox" recommending performance-based compensation for investment advisors. The author, Dave Pike, could not have gotten it more wrong....
April 01, 2008
ETF Assets Rise by $36 BillionAccording to the Investment Company Institute, or ICI, the combined assets of U.S. ETFs increased by $36.30 billion to $608.42 billion in December. The latest asset...
April 01, 2008
Out of the LabIn talking about the advisory profession, and even the more rarefied wealth management dodge, industry pundits and other gadflys often make the point that it's...
March 10, 2008
Financial Software Firm Offers Needs Analysis ToolsEMoney Advisor is about to introduce 5.2 of the eMoney Advisor 360Pro financial planning system.EMoney, Conshohocken, Pa., a unit of Commerce Bancorp, says the new ...
March 04, 2008
Asset Allocation, Green Investing Evolving"A prevalent theme in 2008 is the evolution of asset allocation," says Bill Crager, president of Chicago-based Envestnet Asset Management, pointing out that the older investor who wants to protect capital and avoid volatility will drive that evolution. "Everyone uses an asset allocation with the usual stocks, bonds, and cash,"...