Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Curian Offers Alternative Option
By Staff WriterA fee-based separately managed account vendor has come out with portfolios aimed at clients who want to zig when the market zags.
January 22, 2009
Don't bank on BritainBlimey. Forget Citi, AIG and all the others. We've got bigger problems. We know boomer retirees are big on travel. If your clients are planning...
January 19, 2009
Schwab's Profits Hold Up for 2008, but Further Cuts AheadCharles Schwab Corp. reported that income from continuing operations rose 10% for 2008 to $1.2 billion on a 3% increase in net revenue to $5.15 billion
January 02, 2009
Ruling Covers Controlled Group Top-Hat Plan FilingsAn Employee Benefits Security Administration official has issued an advisory opinion that could affect administration of executive benefits plans.A "top hat" plan that covers managers ...
January 01, 2009
Memo to President ObamaFirst, let's clear up a misconception. The economic crisis is not about house prices, credit or the stock market. The crux of the matter is...
December 29, 2008
Many Retirees Fixated On Liquidity: MetLifeMany retirees could be losing out on building their savings because of excessive concern for liquidity, according to a new study by MetLife Inc.
December 29, 2008
Many Retirees Fixated On Liquidity: MetLifeMany retirees could be losing out on building their savings because of excessive concern for liquidity, according to a new study by MetLife Inc.
December 23, 2008
Retaining Clients And Building Sales Key In 2009: SurveyAsset managers and other financial services executives believe maintaining client relationships and sales are their 2 biggest challenges for 2009, according to Cerulli Associates Inc., Boston.