Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Millionaires Report Average 4% Loss in 2008
By James J. GreenFidelity survey also finds the wealthy consider advisors protectors and therapists
July 01, 2009
Danger & Opportunity: Taking the Really Long ViewWhen Rob Manning goes to work every day, he's got big shoes to fill, since he oversees the first mutual fund, Massachusetts Investors Trust, which...
June 30, 2009
Podcast with Roger GibsonRenowned asset allocation expert, founder of Gibson Capital, and author of the best-selling book: Asset Allocation: Balancing Financial Risk, Roger Gibson, sat down with Wealth...
June 30, 2009
Use LTCI to bring in high-net-worth clientsThe mainstream personal finance media frequently approach the LTCI-buying decision from a wealth perspective. Prospective insureds with limited assets don't need the coverage because they'll qualify for Medicaid while the affluent can
June 15, 2009
Web Exclusive: Passionate AssetsMany high-net-worth clients are serious connoisseurs of fine art, antiques or other collectibles. Michael Mendelsohn writes about how financial advisors who are collectors themselves can use their interests to expand their practices.
June 09, 2009
Selling a C Corp - Negotiate hard for a stock saleC Corp owners take note -- you must understand the ramifications of the stock sale versus the asset sale.
June 09, 2009
Selling a C Corp - Negotiate hard for a stock saleC Corp owners take note -- you must understand the ramifications of the stock sale versus the asset sale.
June 02, 2009
Older adults enjoying "gentler" recession56% -- Percentage of seniors who say they suffered no losses in the recession; 5 percent say they lost more than 40 percent of their assets.