Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
On Track
By Staff WriterProduction growth, acquisitions and other factors are improving results for energy firms despite today's highly complex regulatory environment, analysts say. --- Robert Plexman, CFABC World Markets [email protected] Area...
September 01, 2007
The Fair Value Pricing Gap Narrows"A more universal view of fair valuation policies and procedures exists today in the investment management industry," writes Paul Kraft, a partner in Deloitte &...
September 01, 2007
Judgment DayIn the Journal of Investment Consulting (Winter 2005-06) and in a series of articles in Investment Advisor (September 2005, February 2006, and March 2006), we...
September 01, 2007
No Assets, No Need For InsuranceI read your cover story, "Protect Yourself" in the July issue. To say that it was well done, accurate, and completely correct, would be a...
August 30, 2007
Why LTC Partnerships Will Ultimately Save Medicaid CostsA recent report from the Government Accountability Office argued that state Partnerships for LTC programs "are unlikely to result in Medicaid savings."I disagree. Because the ...
August 30, 2007
Why LTC Partnerships Will Ultimately Save Medicaid CostsA recent report from the Government Accountability Office argued that state Partnerships for LTC programs "are unlikely to result in Medicaid savings."I disagree. Because the ...
August 24, 2007
Rollovers Up Sharply, Spectrem Report ShowsAccording to a report by Spectrem Group, assets rolled over from other retirement accounts, primarily savings type plans such as 401(k)s and 403(b)s, to IRAs in 2007 stood at $489.3 billion, up 38% from $353.4 billion in 2004.
August 09, 2007
Managed Accounts With a Biblical SlantThe socially responsible investing movement has been picking up steam in recent years as investors have sought to invest in companies whose values mirror their own. In line with that there are also a number of faith-based mutual funds which attempt to line up investments and religious doctrine. Now BridgePortfolio...