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Assets under management at Nancy Prior’s group, which includes bond and money market funds, have grown from $714 billion under her leadership.
January 15 -
The SEC-approved ETF strategy protects “the intellectual alpha of active managers.”
January 14 -
David Vogel, who spent five years using data to study the impact of global warming, is starting the fund as pensions and large investors increasingly seek ESG investments.
January 14 -
This rise of the so-called grey divorce has created a number of uncommon and complex issues for retirement accounts.
January 14 -
Timely trading in less-heralded semiconductor markers and firms committed to energy without fossil fuels produced a 54% total return last year, data show.
January 13 -
Similar products are stockpiling unprecedented levels of new cash as investors look to alternative assets for growth and income.
January 13 -
Asset managers stand to gain from an SEC-approved ETF structure since “selection of securities is the intellectual property for which they are paid fees.”
January 10 -
A succession strategy doesn't have to be set in stone, writes columnist Carolyn McClanahan.
January 10
Life Planning Partners -
Protesters and nonprofits are ramping up criticism of the largest fund managers for what they say is insufficient action around the global environmental crisis.
January 10 -
Our industry is one of the few that’s barely experienced pricing pressure ... so far. Here's how to assure you keep providing value to clients.
January 10Momentum Advisors -
MFA hired a former George W. Bush administration staffer to bolster its lobbying presence ahead of what promises to be a turbulent political year.
January 9 -
It’s the second straight year that Cliff Asness’ quant firm is announcing layoffs.
January 9 -
The $6 billion fund saw almost 3 million shares hit the tape after DoubleLine’s CEO touted its potential for retirees in his annual markets webcast.
January 9 -
In what was a stellar year for corporates, governments nearly missed the list entirely.
January 8 -
It was the biggest annual leap for strategies focused on corporate or government debt since 2014, boosting assets to more than $800 billion, data show.
January 8 -
The Secure Act was designed to expand retirement savers’ options but it has subsequently all-but-eliminated the stretch IRA for beneficiaries. It's on advisors to make clients aware of the major change.
January 7 -
The bank created a new unit that houses its Marcus online lending business and credit-card venture with Apple.
January 7 -
The fund will track the performance of companies that issue shares directed to either the investing public or the company’s founders and executives.
January 7 -
Managers of the funds became increasingly involved with private debt last year; boosting their median allocation to 2.9% from 2.1%, data show.
January 6 -
ETFs tracking themes — such as robotics, blockchain and cannabis — closed the year just 1% higher than where it started.
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