Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
This DAF Has Open Architecture
By Kate McBrideSchwab Charitable expands the investment choices for its donor-advised fund (DAF) accounts and adds asset allocation tools. The result: open architecture.
August 01, 2009
The Affluentialist: The Importance of Valuing the IntangibleAs we explored in last month's column about the importance of including intangible assets (patents, copyrights, trademarks, etc.) in any comprehensive plan, valuing those assets...
August 01, 2009
Millionaires Say 2008 Not So BadThe high-net-worth feel pretty good about their advisors, reporting that they not only helped limit their investment losses in 2008, but by communicating with them...
August 01, 2009
Valuation MythsSince valuation is part science and part art, it's easy to fall into misconceptions of the valuation process. Two valuation experts recently identified common myths...
August 01, 2009
Super-Focused on RiskDavid Wisehaupt used to joke that if he were cut, little bulls would run out -- that's how loyal he was to Merrill Lynch, his...
July 31, 2009
SEC cues up new rules for Ponzi preventionThe Securities and Exchange Commission has proposed new rule amendments designed to better protect investors who place funds with investment advisors.
July 30, 2009
Wall Street losses are RIA gainsYou probably don't need to be told. You see them everyday; new clients who come looking for objective advice. Managing expectations, keeping clients calm ......
July 20, 2009
VA Sales Continue Their DeclineNew sales of variable annuities declined further in the first quarter of 2009, falling to $30 billion from fourth quarter new sales of $32.7 billion, an 8.3% drop