MetLife SIFI Complaint Raises Alarm for Large Asset Managers
The U.S. government’s decision to label the insurance giant too big to fail could cost it and other nonbank financial institutions.
January 26, 2015
Lessons Learned: The Parable of the Star Manager
The departure of a star manager like PIMCO’s Bill Gross doesn’t necessarily hurt investors, but it can do serious damage to the fund company that employs him.
October 20, 2014
Asset Managers Brace for a Flood of New Rules
As part of an effort to head off the next crisis, regulators are asking what role the industry plays in a healthy financial system.
September 25, 2014
RIAs Suggest Talk Therapy to Manage Family Wealth
Open dialogue with intergenerational perspectives from both clients and advisers can explore expectations on wealth management.
May 6, 2014
As Critics Take Aim, Providers of Target-Date Funds Defend Their Turf
Amid warnings that target-date funds may not suit all 401(k) plan participants, the industry is introducing more-personalized offerings.
Maureen Nevin Duffy
March 11, 2014
Fidelity’s Michael Durbin on Disruptive Adviser Models and New Demographics
The mutual fund giant’s head of institutional wealth services discusses how baby boomers, Gen Xers and Yers will drive demand.
December 30, 2013
Wealth Management M&A Appears Set to Continue Its Bullish Pace
Economies of scale are pushing investment adviser shops into the arms of large firms. Look, however, for the size of the deals to fall.
December 26, 2013
Investment Advisers Need to Open Up Charitable-Giving Discussions
Wealthy individuals want financial advice on philanthropy. A new study finds that advisers should be starting the conversation.
October 29, 2013
Active ETFs Gaining Ground Among Asset Management Firms
J.P. Morgan is one of a handful of asset managers seeking to add ETFs alongside — or even in lieu of — traditional mutual funds.
Maureen Nevin Duffy
October 21, 2013
First India Fund Listed On AlphaMetrix
V.E.C. Investments has floated the V.E.C. India Special Situations Fund as a transparent fund on the AlphaMetrix Global Marketplace.
November 29, 2011