Brian Barish is known for his ability to talk in depth about the stocks in his portfolios, often strictly from memory
Higher returns and renewed investor interest pushed most money managers' alternative assets under management onto higher ground last year, according to sister publication Pensions & Investments' annual survey of the largest money managers
David Lerner Associates Inc. has been accused of targeting unsophisticated seniors while selling real estate investment trust shares without considering whether the illiquid securities were suitable for its clients
When Malcolm Gissen explores a potential investment, sometimes an ambulance accompanies him
When it comes to the most-effective use of social media by asset management companies, The Vanguard Group Inc. and Fidelity Investments probably can claim more “likes” than any of their peers
New regulations aimed at ending the cozy relationship between government and those who advise the government on investment matters sound good on first blush. But as firms have discovered, the devil's in the details.
Another small, independent broker-dealer that faces mounting legal claims is exiting the business, this time after selling real estate deals by a bankrupt syndicator.
Michael Walls studiously avoids doing what everyone else does
If one can make the case for investing in a dedicated India fund, then the Matthews India Investor Fund (MINDX), managed by Sharat Shroff, might be a good one to pick
The Marsico Flexible Capital Fund was, in part, born of necessity
Managers who charge higher expenses take more chances to make up the difference, says Laura Lutton
Asset management unit relaunching high-income fund as floating-rate fund; such offerings have seen record inflows on inflation worries
Muni bond transparency isn't very transparent. Indeed, making sense of muni bond funds can be an exercise in frustration. Now, a new rating system may clear things up a bit.
Products are 'difficult to assess,' commission-based distribution seen as a problem
The most surprising thing about the recent stock market volatility is that we haven't seen more of it, according to Bradley Hinton, manager of the $770 million Weitz Partners Value Fund Ticker:(WPVLX).
The marketplace for nontraded real estate investment trusts has exploded with new offerings over the past couple of years, but executives at independent broker-dealers are leery of opening their platforms to such products
The tax-exemption provided to investors in U.S. state and local government bonds faces a fresh challenge in Congress, where two senators are pushing a bill that would roll back the subsidy.
A federal judge dismissed a suit claiming brokers are investment advisers because they receive marketing fees. But the decision is likely to be appealed. So what's at stake? A reversal in the decision could cost fund companies billions -- and force brokers to dually register.
