Money Management Executive Latest News

Operating in an environment where we are all expected to do more with less, asset managers increasingly rely on service providers.

Laif Meidell is president of American Wealth Management and a FINRA registered representative with Foothill Securities, a hybrid Reno, Nev.-based RIA firm.

A new study by retirement and investment trends research firm Hearts & Wallets, LLC found that more retirement firms are considering the lifetime value of consumers-currently 55%, up from 43% in 2010-showing an increased focus on younger investors.

With heavyweights like Pacific Investment Management Company (PIMCO) throwing its hat into the managed futures mutual fund ring, interest from both investors and asset management in this investment vehicle appears to be rising.

As the mutual fund universe becomes more crowded and the strategies offered to investors become more complex, fund managers are under pressure to further differentiate themselves and their brands from the competition. One way to stand out is to make investor and financial intermediary education a key element of any communications plan to drive brand awareness and asset growth.

Best known as the first woman to own a seat on the New York Stock Exchange and the first to head one of its member firms, Muriel F. "Mickie" Siebert died of complications from cancer on August 24 at the age of 80.

Building a successful fund requires a distinguishable brand, an effective marketing strategy, and a commitment to distribution support.

Options have been used in asset management for several decades, but due to current market conditions asset managers' interest has been renewed in this strategy. With bonds in a bear market and an equity market meandering horizontally, these managers are embracing options as a way to generate income while protecting against the downside.

Growth from both retail and institutional investors has been steady in what is now called ESG (environmental, social and governance) issues.

The "do it yourself" investor crowd is not exactly new. But now it has a newfound source of power. A new tool on the market from Motif Investing makes it easier than ever for individual investors to create their own ETF-like investment funds.