Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Schwab Repackages Investment Services
By Staff WriterNU Online News Service, Feb. 10, 2004, 1:22 p.m. EST -- The Charles Schwab Corp., San Francisco, is changing the way it markets its ...
February 01, 2004
Table 2: Income Statement AveragesAverage Fee-Only Financial Advisor Your Practice Partner Leverage (Employees/Partners)3.4 Revenues/Assets (Return on Assets)74 basis points Pretax Profit Margins38% Source: Tiburon Strategic Advisors Fee-Only...
February 01, 2004
An Invitation From MerrillFor many independent financial planners and investment advisors, Merrill Lynch is the stereotypical wirehouse that exemplifies what's wrong with the financial services business. Like most...
February 01, 2004
Making Your Presentations CountIf you read the premiere Tactical to Practical column last month, you know our charter: fight the big competitors with small-unit tactics. This month, we'll...
January 22, 2004
Schwab Advisory Assets Grow 31%NU Online News Service, Jan. 22, 2004, 11:31 a.m. EST -- The Charles Schwab Corp., San Francisco, says it had good luck selling advisory ...
January 21, 2004
Older IRA Holders Shift Away From StocksNU Online News Service, Jan. 21, 2004, 5:42 p.m. EST -- Older workers were about as likely to have stock in their 401(k) plans ...
January 05, 2004
Curian Wins Credit Union ContractNU Online News Service, Jan. 5, 2004, 11:13 a.m. EST -- Security Service Federal Credit Union, San Antonio, has agreed to use the managed ...
December 30, 2003
Principal Financial Reveals Market-TimingDec. 23, 2003 -- Principal Financial Group (PFG), which runs the Principal mutual fund family, revealed that some of its employees, including two portfolio managers,...