Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Asset Allocation, February 2008
By Staff WriterTo learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here.
February 01, 2008
IllusionistOne of the banes of modern investment manage- ment is the existence of closet indexers--money managers who are ostensibly active managers but who in fact...
January 20, 2008
VA Points To Make When A Client Leaves A JobAmericans change jobs frequently, and that can mean multiple retirement plans--pension or profit-sharing plans, 401(k) or 403(b) plans, and personal individual retirement accounts.The question becomes, ...
January 20, 2008
VA Points To Make When A Client Leaves A JobAmericans change jobs frequently, and that can mean multiple retirement plans--pension or profit-sharing plans, 401(k) or 403(b) plans, and personal individual retirement accounts.The question becomes, ...
January 14, 2008
Magellan Fund Reopens to New InvestorsAdvisors will be able to buy Fidelity's Magellan fund for new investors for the first time since September 30, 1997, Fidelity Investments announced on January 14. Because of redemptions by investors who had invested in Magellan for their retirement accounts, and are now poised to take distributions, the fund has...
January 01, 2008
Protecting Family AssetsLast month We looked at the emotional and financial challenges of advising a client during a divorce settlement. When analyzing the client situation, advisors have...
December 11, 2007
Insurer IRA Assets Increase 5%U.S. residents ended 2006 with $4.2 trillion in individual retirement account assets, up about 16% from the 2005 total.Researchers at the Employee Benefit Research Institute, ...