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The vast majority of Americans ages 25+ with more than $200,000 in investable assets surveyed in the Allianz Life 2013 Investor Market Perceptions Study said they are seeking some form of protection from losses as they accumulate assets for retirement.
October 1 -
Bloomberg -- The Treasury Department said money managers could pose threats to the U.S. financial system when reaching for higher returns, herding into popular asset classes or amplifying price movements with leverage.
October 1 -
Innovation is a constant in any industry, but sometimes in the fund business its mark is not always obvious.
October 1 -
The most recent crop of alt fund contenders are performing like a classroom full of underachievers.
October 1 -
Goldman Sachs Asset Management (GSAM) announced it has entered into an agreement with Deutsche Asset & Wealth Management(DeAWM) to acquire DeAWM's stable value business, with total assets under supervision of $21.6 billion as of June 30, 2013
September 30 -
With Congress showing no sign of consensus, the looming threat of a government shutdown is instilling fear and unease among those from Main Street to Wall Street.
September 30 -
Bloomberg -- Warren Buffetts Berkshire Hathaway Inc. is poised to get more than $2 billion in Goldman Sachs Group Inc. stock through warrants acquired during the depths of the 2008 financial crisis.
September 30 -
Bloomberg -- Sovereign wealth funds, which control about $6 trillion of wealth globally, are boosting investments in alternative assets like real estate and private equity to boost returns, a survey by Invesco Ltd. found.
September 30 -
David Rainey likes to take the long view. He's held more or less the same job since 1998, even though the firms and managements around him have changed.
September 30 -
Executives at mutual fund companies, asset management companies and support providers rated client reporting-which included any reporting that is created for the purpose of distribution to clients-as their top challenge followed closely by risk management in Money Management Executive's third annual Operations Survey.
September 27 -
For the last several years the investment management industry has seen a seismic shift towards outsourcing middle and back-office activities. This shift and the development of a successful outsourcing model has come with some degree of skepticism.
September 27 -
Retirement income planning has become a significant or core part of business for nearly three quarters (73 percent) of financial advisors, but these same advisors may be flying blind when it comes to assessing whether clients are on track to achieve sustainable retirement income.
September 27 -
After five years as head of Wells Fargo Advisors, Danny Ludeman announced on Friday that he will be retiring at the end of the year. He will be replaced by Mary Mack, who is currently the head of Wells Fargo Advisors Financial Services Group.
September 27 -
Bloomberg -- SEC Chairman Mary Jo White said her agency will shift its focus to bring more cases against individuals who violate securities laws rather than the companies where they work.
September 27 -
The Wells Fargo/Gallup Investor and Retirement Optimism Index fell 10 points in the third quarter to +33, down from +43 recorded in May.
September 26 -
Bloomberg -- JPMorgan Chase & Co.s negotiations with federal and state authorities to resolve a series of investigations tied to mortgage bonds are focusing on a potential $11 billion figure, including $4 billion for consumer relief, a person familiar with the talks said.
September 26 -
BNY Mellon has been named to one of the most highly regarded global sustainability indices, the Dow Jones Sustainability Indices (DJSI).
September 26 -
Bloomberg -- Fixed-income securities are poised to deliver losses for the next couple of years, according to BlackRock Inc., the worlds biggest money manager.
September 26 -
Interest rate and credit risk continue to invade investor portfolios looking for an appropriate hedge against equity investments.
September 26 -
A new report gives added ammunition to the champions of passive investing.
September 25