Money Managers

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  1. Articles

    Overseas expansion in the cards for new Loomis Sayles CEO Charleston

    Company vet wants to invest in growth but doesn't see a big departure from predecessor Blanding.

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    Pimco considered Goldman Sachs' Gary Cohn for top spot

    Was on short-list of possible successors to El-Erian as CEO in 2013; departure would have left big succession gap at Goldman.

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    Financial advisers are putting ETFs in the driver's seat

    Whether it's the liquidity, transparency, low cost or something else, financial advisers increasingly are favoring exchange-traded funds over mutual funds. The results of a Financial Planning Association survey of advisers showed that 81% are now using or recommending ETFs, compared with 78% for

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    Morningstar doubles down on expense ratio disparity debate

    The puzzling riddle of expense ratios for many liquid alternative mutual funds is not going away, as illustrated by last week's detailed post by Josh Carlson, director of manager research for alternative strategies at Morningstar Inc.For financial advisers, trying to answer the riddle often means

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    F-Squared's assets down 33%; settlement fails to stanch outflows

    Near $8 billion loss tracks the indexes of a once-top boutique portfolio manager: Morningstar.

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    JPMorgan wealth unit still under regulators' scrutiny despite bank's currency guilty plea

    Bank needs DOL OK to stay in the pension business even as the SEC is deep into investigation into conflicts of interest in the bank's wealth-management unit, which includes IRAs.

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    Asset managers beat the bushes to woo reclusive family offices

    They trot out celebrity executives, hold conferences and make sweetened investment offers to bring in private wealth to private equity.

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    Inflation report boosts odds of September rate hike

    Financial markets' reaction Friday to the unexpected uptick in April Consumer Price Index data underscores the wild and crazy world of quantitative easing, according to Bob Rice, managing partner at Tangent Capital.“This shows us the fascinating Catch-22 of the QE world,” he said, referring to the

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    Inclusion in new Pimco funds is a coup for Vanguard

    Bond giant's latest target date funds invest heavily in the low-cost firm's ETFs.

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    Retirement plan advisers' golden opportunity: IRS restatement requirements

    This could be the perfect opportunity for plan advisers to connect with employers to review the effectiveness of their retirement plans.

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    Tim Geithner spills the beans on how he navigated the financial crisis

    Breakfast with Benjamin: Former Treasury Secretary Timothy Geithner spills the beans on how he navigated the financial crisis.

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    Wirehouses raise clients' exposure to alternatives, but reps still just dabbling

    Wirehouse reps have been steadily increasing client allocations to alternative investments in stride with the level of risk building in the overall stock and bond markets. The latest research from the Money Management Institute and Dover Financial Research found that alternative investments through

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    Vanguard widens lead over Fidelity in managing retirement assets

    Pensions & Investments survey finds fund giant still tops in managing retirement assets, followed by Fidelity. BlackRock is gaining ground, helped by target date, index funds.

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    Exclusive: Jeffrey Gundlach warns advisers on 'unconstrained' bond funds

    DoubleLine Capital founder warns advisers that unconstrained managers are taking too much risk.

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    George Soros pitches a currency move to prevent a third world war

    Breakfast with Benjamin: The billionaire investor is calling on the United States to allow China's currency to join the International Monetary Fund's basket of currencies.