Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Follow the Money
By Staff WriterIf you need further convincing that advisors are increasingly allocating their clients' assets to overseas markets, just look at recent data from Advisor Perspectives. Using...
June 04, 2008
401(k) run-down33.9%: Percentage of people between 55 and 64 who owned an IRA at the end of 2005. 2.7%: Percentage of workers without a high school diploma who have an IRA, compared with 46.5 percent of those with a graduate degree. 15.4%: Percentag
June 04, 2008
MetLife To Acquire First Horizon Mortgage UnitThe banking arm of a financial services giant has announced one acquisition agreement hours after completing a second deal.MetLife Bank N.A., Bridgewater, N.J., a subsidiary ...
June 03, 2008
Investing in themesTheme investing, like most other things, has its good and bad. If you're choosing funds by looking at broad trends, there are some issues to...
June 01, 2008
Asset Allocation, June 2008To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here.
June 01, 2008
The Power of TwoIf the future of the advisory business--and the future of the independent broker/dealer industry--is all tied up with efficiently providing customized wealth management services through...
May 28, 2008
2006 Fund Assets$2,000,000,000,000 - Hedge fund assets in 2006 Tiburon Strategic Advisors 63 - The average age at which baby boomers expect to retire AIG SunAmerica Retirement Markets Inc. $104,000,000,000 -...
May 28, 2008
A million-dollar equationWhat hard numbers are needed to build a million-dollar business? According to David Mullen, author of "The Million-Dollar Financial Services Practice," you should have at...