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Clients want better investment management, survey finds

November 15, 2017

Wealthy clients are generally satisfied with their advisers but they want more in terms of investment returns and value for fees, a new survey from the Investments & Wealth Institute found. The group, formerly known as IMCA, found that investors...

Ric Edelman looks into the future of financial advice

October 24, 2017

Here are some high notes from Ric Edelman's latest book, "The Truth About Your Future: The Money Guide You Need Now, Later, and Much Later" (Simon & Schuster, 2017). Expect to live longer, work longer, and get more free stuff, says the the executive...

Advisers need to crack fund managers' narrative

November 17, 2014

Asset managers need to create a narrative about what they do and how they do it. Lacking a story, it’s all about the numbers. You might say, “Well, that’s the way it should be. This is a performance game.” Except that’s unrealistic....

Stocks of active managers outperform

June 21, 2017

They're beating the benchmark! Or at least, they've caught up with broader market. Shares of asset managers have been staging their own little bull market over the last few weeks, with an index of 18 stocks in the S&P 1500 advancing in nine...

Invesco said to mull ETF-only Guggenheim deal

August 24, 2017

Invesco's rumored purchase of Guggenheim Partners' retail mutual fund business may be limited to a $1 billion buyout of Guggenheim's ETF operations, Barron's reports. That represents a significant rollback from previous rumors. Earlier in August,...

Vanguard's got its own 'Apple' problem

January 25, 2013

At first glance, the largest company in the world and the largest mutual fund company in the world wouldn't seem to have much in common. Apple Inc. grew to the biggest company on the planet by pumping out hip and sexy products that were gobbled...

Why conventional wisdom Is wrong about manager diversification

June 12, 2012

The conventional wisdom is back-to-front. There is good reason to argue that investors should start to diversify their exposure to passive managers, while diversifying their exposure to active manager less. Investors above a certain size typically...

Ways for financial advisers to face down the debt supercycle

August 30, 2016

With the rapid assumption of debt by governments, businesses, and consumers worldwide, global economies are finding themselves in the midst of a debt supercycle. This period of intense and persistent increase in leverage throughout the global...

Few financial advisers pitch ESG funds to clients. Missed opportunity?

August 22, 2016

My firm has sponsored a series of surveys, trying to understand what is driving retail investors. Some of the answers have come back exactly as expected — consumers value high performance, they don't believe they have enough saved for retirement...

Money managers with in-house 401(k) plan options at risk of employee lawsuits: lawyers

July 20, 2016

Asset managers that limit employee retirement plan investment choices to proprietary, in-house mutual funds are putting a legal target on their backs, attorneys said. In the context of a rash of lawsuits by employees against financial services...

George Soros embraces his inner bear

June 10, 2016

George Soros is back with a bearish take on the global economy. The billionaire hedge-fund founder and philanthropist, who had taken a break from trading, recently sold equities and purchased safe-haven gold and gold miners. Financial advisers...

Wells Fargo team managing $300 million moves to Raymond James

August 3, 2017

Three advisers who managed more than $300 million in assets at Wells Fargo Advisors in Rochester, N.Y., have joined the employee unit of Raymond James. Keith Bock, Mark O. Downey, II, and Jason Peterson will operate as BDP Wealth Management...

Calamos Investments patriarch gives up CEO title

March 18, 2016

Longtime Calamos Investments leader John Calamos Sr. will relinquish the CEO title next month after struggling for two years to reverse a decline in the company's business and stock price. Mr. Calamos, 75, will be replaced on April 4 by New...

FS Investments promotes Mike Kelly to president

July 26, 2017

FS Investments has promoted Mike Kelly, currently its chief investment officer, to president. He will continue to lead the firm's investment efforts. The firm, based in Philadelphia, manages alternative assets and has more than $20 billion in...

Why Modern Portfolio Theory is frozen in time

August 19, 2016

Ready for a quick pop quiz? What do the following five items have in common? The first KFC franchise; the beginning of the diet soda era; Modern Portfolio Theory; the first video recording; and the treadmill's predecessor. To save you a little...

Nomura to pay $1 billion for stake in American Century

December 21, 2015

Nomura Holdings Inc., Japan's biggest brokerage, plans to pay about $1 billion for a stake of around 40% in U.S. money manager American Century Investments, according to a person familiar with the matter. The purchase from Canadian Imperial...

Struggling active managers face the reckoning

June 8, 2016

Active investment managers have done a pretty poor job of beating their benchmarks. And to add insult to injury, AllianceBernstein CEO Peter Kraus says the $30 trillion industry may need to cut assets by as much as a third. One of Dodd-Frank's...

Advisers should embrace goals-based investing, says Tangent Capital's Bob Rice

November 15, 2016

Traditional investing strategies are outdated, risky and increasingly commoditized, according to Bob Rice, chief investment strategist at Tangent Capital. During his opening keynote presentation Tuesday in Miami at the InvestmentNews Alternative...

Bill Gross irresistible to new partner Kapstream Capital's Palghat

July 2, 2015

When Bill Gross left Pacific Investment Management Co. in September last year, his old colleague Kumar Palghat rang him to see how things were going. About a month later he got an offer he couldn't refuse. The Sydney-based money manager first...

Flows to liquid alts funds slow after torrid run

June 22, 2015

One of the hottest areas for U.S. money managers is quickly cooling off. Flows into hedge fund-like mutual funds, a category that attracted almost a third of the money going into actively managed funds in the past six years, have slowed this...

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