Leading Asset Managers Losing Institutional Assets
Institutional Investors are entrusting a smaller portion of assets to leading broad managers, according to a report released by Cogent Research.
Tag: Managed accounts
Schwab Adds to Target-Date Lineup
Charles Schwab Investment Management Inc. has added to its line of target-date funds (TDFs) with 2045, 2050 and 2055 retail offerings.
Curian Capital Unveils Select Portfolios
Six portfolios from Curian Capital LLC give access to the expertise of research firms, analytical tools and user-friendly technology.
Jefferson Adds Alternative Investment Options
The Country Rotation Portfolio and Sector Rotation Portfolio from Innealta Capital have been added to Jefferson National’s offerings.
Russell Unveils Strategic Call Overwriting Fund
The new fund leverages Russell’s multi-asset investing strengths and is in response to advisers seeking lower-volatility, equity-like returns.
Nepsis Adds Lincoln Trust 401(k) Platform
Asset manager Nepsis Capital Management has integrated Lincoln Trust retirement plans into its wealth management practice.
Passive Mutual Fund Assets Increase 95%
Assets have nearly doubled, from $572 billion in 2008, to $1.1 trillion through the first half of 2012.
Passively Managed Funds Expected to Rise
Passive exposure will grow to 37% of adviser-managed holdings by 2020, research found.
American Funds Offers Advisers More Choices
Financial advisers now have greater flexibility and more choice when offering clients retirement plan solutions from American Funds.
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Group Think
About six months after my first daughter was born, I quite literally bumped into a mother with two preschoolers in tow in our parking garage.
Wells Fargo Sees Increase in Participant Loans
Wells Fargo Retirement has seen a 10% year-on-year uptick in the number of loans.
Fiserv Offers New Platform for Managed Accounts
Fiserv, Inc., a provider of financial services technology solutions, is rolling out a Unified Wealth Management Platform for adviser clients.
MATC Lowering Price of Investment Management Platform
Mid Atlantic Trust Company (MATC) is offering reduced pricing for its ModelxChange service.
Study Suggests “Help” Matters Even More in Volatile Markets
According to a new report from Aon Hewitt and Financial Engines, 401(k) participants who use employer-provided investment help outperform those who do not – and by a...
Nationwide Financial Unveils Flexible Advantage
Nationwide Financial Services, Inc. has expanded its retirement plan offerings with a new product “designed by and for retirement plan specialist advisors.”
Advisers Value Freedom in Portfolio Construction
Cerulli's latest research indicates that advisers anticipate increasing their discretionary business to account for 71% of their assets by 2013.
Ariel Appoints CIO of International Equities
Ariel Investments, LLC named Rupal J. Bhansali as Senior Vice President and Chief Investment Officer of International Equities.
PNC Adds Managed Accounts to DC Platform
PNC Institutional Investments has expanded its relationship with Morningstar Associates to offer managed accounts in its defined contribution (DC) platform.
Equity Shifts Lift All Wrap Program Types in Q1
A new report finds that a shift toward equity funds benefited all wrap platform types in the first quarter, but that discretionary “rep-as-portfolio manager” programs enjoyed the fastest...