Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Building Your Own Holy Grail
By Staff WriterIn more than 15 years as a financial advisor, I have often acted as a "Personal CFO" for families. This means advising on virtually all...
November 25, 2007
Swiss Re Hit With $1B Loss Related To Mortgage CrisisOne of the largest losses to date from the ongoing subprime crisis was announced by Swiss Reinsurance Co., Zurich, on Nov 19 when it said ...
November 01, 2007
Asset Allocation, November 2007To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here.
October 28, 2007
BOLI Assets Rise 11% In 1st HalfLarge bank holding companies and stand-alone banks reported bank-owned life insurance assets of $108.6 billion in the first 6 months of 2007, up 11.1% from ...
October 23, 2007
BOLI Assets Rise In First HalfLarge bank holding companies and stand-alone banks say bank-owned life insurance assets increased to $109 billion at the end of the first half of 2007, ...
October 12, 2007
EBSA Gives Advice On Statements For Non-Participant-Directed PlansThe Employee Benefits Security Administration has issued a batch of guidance aimed at "individual account" retirement plans that do not permit participants to direct their ...
October 03, 2007
Wealth Management Software Going Into BetaAdvisor Software Inc., the Lafayette, California-based technology company that has long provided enterprise-level software and more recently has made some of its products available to individual advisors, is on the verge of beta testing a new application called ASI Wealth Manager.
October 01, 2007
Asset Allocation, October 2007To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here.