Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
The Writer Couldn't Be More Wrong
By Staff WriterI confess to being appalled by January's "Soapbox" recommending performance-based compensation for investment advisors. The author, Dave Pike, could not have gotten it more wrong....
April 01, 2008
Out of the LabIn talking about the advisory profession, and even the more rarefied wealth management dodge, industry pundits and other gadflys often make the point that it's...
March 10, 2008
Financial Software Firm Offers Needs Analysis ToolsEMoney Advisor is about to introduce 5.2 of the eMoney Advisor 360Pro financial planning system.EMoney, Conshohocken, Pa., a unit of Commerce Bancorp, says the new ...
March 04, 2008
Asset Allocation, Green Investing Evolving"A prevalent theme in 2008 is the evolution of asset allocation," says Bill Crager, president of Chicago-based Envestnet Asset Management, pointing out that the older investor who wants to protect capital and avoid volatility will drive that evolution. "Everyone uses an asset allocation with the usual stocks, bonds, and cash,"...
March 01, 2008
Asset Allocation, March 2008To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here.
February 17, 2008
The Significance Of Net Unrealized Appreciation In IRA Rollover PlanningIndividual investors commonly believe that an IRA rollover is their best option for continuing to defer taxes on qualified plan assets when they leave their ...
February 17, 2008
The Significance Of Net Unrealized Appreciation In IRA Rollover PlanningIndividual investors commonly believe that an IRA rollover is their best option for continuing to defer taxes on qualified plan assets when they leave their ...
February 08, 2008
MFS Launches Target Total Return FundMFS Investment Management unveiled a new Diversified Target Return Fund (DVRAX) that will use quantitative as well as fundamental analysis in its investment strategy, and...