Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Judgment Day
By Staff WriterIn the Journal of Investment Consulting (Winter 2005-06) and in a series of articles in Investment Advisor (September 2005, February 2006, and March 2006), we...
August 30, 2007
Why LTC Partnerships Will Ultimately Save Medicaid CostsA recent report from the Government Accountability Office argued that state Partnerships for LTC programs "are unlikely to result in Medicaid savings."I disagree. Because the ...
August 24, 2007
Rollovers Up Sharply, Spectrem Report ShowsAccording to a report by Spectrem Group, assets rolled over from other retirement accounts, primarily savings type plans such as 401(k)s and 403(b)s, to IRAs in 2007 stood at $489.3 billion, up 38% from $353.4 billion in 2004.
August 09, 2007
Managed Accounts With a Biblical SlantThe socially responsible investing movement has been picking up steam in recent years as investors have sought to invest in companies whose values mirror their own. In line with that there are also a number of faith-based mutual funds which attempt to line up investments and religious doctrine. Now BridgePortfolio...
August 08, 2007
Investment Slump Hits Pension Funding LevelsFalling stock prices and falling interest rates combined to hurt the funded status of employers' defined benefit pension plans in July.Researchers at BNY Mellon Asset ...
July 16, 2007
Brokerage Managers At Big Banks Do BetterThe largest financial institutions are being more generous with brokerage unit executives than typical financial institutions are.Average compensation for brokerage managers at financial institutions with ...
July 01, 2007
Asset Allocation, July 2007To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here.
July 01, 2007
TD Ameritrade to Acquire Fiserv's Advisor UnitOn May 24, TD Ameritrade said it had signed an agreement to acquire Fiserv Inc.'s Fiserv Investment Support Services (ISS) operation, which Fiserv says manages...