Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
529 Plan Assets Up, But New Accounts Are Down
By Trevor ThomasAssets in 529 college savings plans rose to an estimated $68.4 billion at the end of 2005's fourth quarter, an increase of 31% from the ...
March 30, 2006
Investment Managers Choose Growth Over Value70% surveyed feel bullish about large-cap growth despite better performance by value
March 01, 2006
The Limits of IndependenceAll it took was a 30-minute van ride to the airport from the faux (but quite nice) Hawaiian hotel at Universal Studios in Orlando to remind...
February 26, 2006
Separately Managed Accounts Appeal To Well-Off BoomersSeparately managed accounts may become the investment of choice for baby boomers who have significant assets and a desire for professional management and advice, say ...
February 01, 2006
Missing the PointOn December 30, I'm watching CNBC when Tom McManus, CIO at Bank of America, launches into a dissertation on "Growth vs. Value in '06." During...
February 01, 2006
Risky BusinessIn the September 2005 Investment Advisor, we showed that characteristic (value-growth and market capitalization) constrained investing costs investors almost 300 basis points per year. Then,...
January 19, 2006
Interview: Anne Gudefin of Mutual Discovery FundS&P Rank: 5 Stars Buying A Dollar of Assets for Sixty Cents