Asset management

Playing both sides of the coin may be one of the few ways to avoid getting caught by this year’s schizophrenic market.

To fill the gap, they are looking at the existing debt market with fresh eyes, tapping into potentially overlooked asset classes.

That’s the sum companies are expected to bring onshore due to the Trump administration’s tax overhaul.

The actively managed offering aims to invest in corporate and non-corporate obligations, excluding government-guaranteed issues.

The turnkey provider picks up a $5.7B RIA.

Tightening regulations and digital innovations are among the most important issues facing distribution channels, executives say.

Data reported by the Investment Company Institute.

Asset managers are under pressure to maximize distribution efforts amid tightening regulations and tech innovations.

The difference between 0.03% and zero will prove to be bigger than three basis points.

AllianceBernstein’s Gershon Distenfeld is sounding the alarm bell on a strategy that’s grown increasingly popular with some of the world’s biggest bond funds.

The firm aims to target affluent mainland investors for the first time, while making it free of various offshore investment restrictions.

A large portion of the company’s 100 million-plus Prime subscribers fit the same profile as mutual fund buyers, Sanford C. Bernstein analysts say.

Retail interest in ETPs tied to volatility has dimmed since early February when the S&P 500 tumbled 8.5%.

Whether measuring performance against the market or a client’s own goals, the industry needs accountability.

Rising stock markets have encouraged individual investors to add to their holdings.

The industry is imagining more vibrant, more agile and more inclusive processes that deliver results, says Confluence CEO Mark Evans.

Rapid developments in financial technology are among the industry’s top operational challenges, asset managers say.

Model marketplaces carry major potential for the industry, and experts from BlackRock and Envestnet say they’ve only just begun to make their full impact.

Michael Kitces, Moderator, Partner and Director of Wealth Management, Pinnacle Advisory, Hollie Fagan, Managing Director, BlackRock, Estee Jimerson, Managing Director – Head of Asset Manager Distribution & Engagement, Envestnet, Kunal Kapoor, CFA, Chief Executive Officer, Morningstar, Inc., Natalie Wolfsen, EVP and Chief Solutions Officer, AssetMark, Inc.

Envestnet sees asset management as poised for major changes as broker-dealers move to fee-based business.