Special Program Root Tag

Pricing will be a particular thorn in the side of asset managers, and fund boards will face an active SEC, a panel of industry experts gathered by Money Management Executive suggest.

Legg Mason broadened its alternative investments capabilities and also made a deal to expand its ETF business.

Clever ways to build relationships with professionals in other industries can give your practice a boost.

A few clients in the right profession can lead to a whole book of clients who do the same thing.

When advisors plan unique events to gather clients and their friends, referrals follow.

These are savvy ways for advisors to keep in touch with clients and reach out to prospects.

Third Avenue Management was sued by an investor who said the firm failed to maintain adequate liquidity despite signs the fixed- income market was increasingly volatile.

An engaged client is a devoted client. Following these steps can create lasting bonds and provide a foundation for sustainable growth.

LinkedIn is networking on steroids. Don’t believe it? More than 60% of advisors who used LinkedIn appropriately snagged new clients, according to a study.

Investors pulled more than $2.1 billion out of U.S. ETFs that invest in emerging markets last week, the most since August. China and Hong Kong led the losses.

By deepening relationships with clients, a goals-based approach can lead to more business.

Going the extra mile in client service can help attract quality referrals.

Organizing meetings with a client’s other advisors can impress outsiders and spark more business.

Advisors must find smart ways to establish relationships with centers of influence.

Hao Zou, a portfolio manager at Pimco, has left to start a firm providing an artificial intelligence platform for hedge funds, family offices and other institutional investors.

AQR Capital managed the top-performing liquid alt fund in 2015, returning 17.6%.

Not every referral will turn into a worthwhile client, so savvy screening makes sense.

BlackRock is urging U.S. regulators to exclude ETFs from potential rules that could crimp investment returns.

Advisors can benefit only if they actually interact and then follow up.

Third Avenue Management, which took the rare step of freezing redemptions in a distressed debt mutual fund last month, saw investors also pull money from its equity funds, contributing to a 21% decline in the firm’s assets last quarter.