Wilshire Associates of Santa Monica has introduced a new software feature that allows plan sponsors to evaluate the relationship between the size of assets under management and the return for a given investment manager. Called "Asset Growth vs. Value-Added," it has been incorporated into the Wilshire Compass, software that helps investment executives determine asset allocation strategies, optimal manager allocations, and ideal managers for specific asset classes.
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Several panels and presentations last week at Future Proof focused on the idea of advisors growing their businesses through offering specialized, family office-style services.
2h ago -
As the Fed nears a potential rate cut, bearish sentiment is rising. Here's how to keep pessimistic clients from exiting the market.
2h ago -
In its third suit in as many months, JPMorgan is accusing a former advisor of using its banking referrals to build a book of business and then trying to abscond with those clients to a rival firm.
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The numbers look gaudy, but potential estate taxes and prohibitions on future strategies make the big retirement accounts much less appealing, two experts said.
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A vast majority of plan sponsors say that actively managed funds can beat the market, according to a new BlackRock survey. Research suggests otherwise.
September 12 -
Cerity Partners adds its own large RIA in New York, and Beacon Pointe acquires firms in Indiana, Washington State and New York.
September 12