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Registered Rep.
April 1, 2007 |
Hot Potato: Asset Manager Deal Boom Last year was a blockbuster for merger-and-acquisition activity in the asset-management sector -- buyers spent nearly $44 billion to purchase 191 firms managing more than $2.6 trillion, according to a recent research report.   |
Registered Rep.
October 2, 2006
Kevin Burke |
Merrill Hands Over Mutual Fund Reins to BlackRock BlackRock, the nation's third-largest bond fund manager, said it has completed its takeover of the asset-management arm of Merrill Lynch; the union is one of the world's largest asset managers. |
BusinessWeek
February 27, 2006
Mara Der Hovanesian |
Money Managers On The Block Banks and brokerages are selling, and plenty of deep-pocketed bidders await. |
The Motley Fool
November 13, 2008
Liz Peek |
This Is Where Investors Are Profiting Credit markets may be tight, but some deals are still being made, and risk arbitrage investors are capitalizing on it. |
CFO
May 1, 2007
Lori Calabro |
Merrill Lynch's Jeffrey Edwards After 20 years with the Wall Street giant, Edwards remains a firm believer in the value of long-term investing and diversification. |
Registered Rep.
January 1, 2006
Kevin Burke |
Balancing Act Part of the fallout from the regulatory onslaught of the past three years has been a drastic overhaul in how mutual funds are sold. Heading into 2006, the money-management business is entering a new era of price competition and consolidation. |
The Motley Fool
June 27, 2007
Tom Taulli |
BlackRock Sees Green in Hedge Funds BlackRock is ramping up its alternative investment business. The company will purchase the fund-of-hedge-funds business of Quellos Group for $1.7 billion. |
The Motley Fool
July 18, 2007
Tom Taulli |
Record Growth Isn't Enough at Jefferies The financial firm continues its rapid growth, but investors want even more. |
Registered Rep.
March 1, 2006
Kevin Burke |
Got Conflicts? A new business model seems to be gaining popularity: retail brokerages spinning off their asset-management businesses but retaining a minority stake. |
The Motley Fool
February 27, 2008
Matt Koppenheffer |
Investing in Investors There's big business out there for asset managers, and big profits for people investing in asset managers. |
Registered Rep.
February 15, 2006
Kevin Burke |
What the BlackRock/Merrill Deal Means to Advisors The deal marks the biggest asset-management merger in history and has far-reaching implications for rank-and-file reps as well as the financial-services industry at large. |
Financial Planning
December 1, 2008
Suzanne McGee |
The Perfect Alternative Is there an asset class for your clients portfolios whose price moves in the opposite direction to that of mainstream investments like stocks and bonds? |
The Motley Fool
May 23, 2007
Matt Koppenheffer |
Dueling Fools: Private Equity Bull Rebuttal Private equity deals aren't without their warts, but they're still benefiting investors. |
Registered Rep.
January 31, 2006
Kevin Burke |
Merrill Goes to School for a New Fund Name Beginning in May, the company said its U.S. retail products will be offered under the Princeton Portfolio Research & Management brand, affecting about $223 billion in mutual funds and separately managed accounts. |
The Motley Fool
March 24, 2008
Sham Gad |
An Introduction to Asset Management Some pointers to help you choose the right path for your investments. |
The Motley Fool
October 11, 2007
Matt Koppenheffer |
The Deal Market Hasn't Dried Up Yet Private equity may have cooled but deals are still getting done. |
Registered Rep.
August 1, 2005
Kristen French |
Next Year's Model If the one-stop shop is out, what new formula will take its place? In many ways, the Citi/Legg Mason swap looks like an ideal prototype. The thing is, a swap like that is not likely to be repeated. |
BusinessWeek
May 27, 2010
Amy Feldman |
Goldman Sachs Goes After Your Retirement Money Goldman Sachs is targeting a $2.7 trillion market with alternative asset funds such as commodities and real estate, and designing target-date funds. |
The Motley Fool
August 29, 2007
Matt Koppenheffer |
Hedge Funds Are Here to Stay The hedge fund industry has been broadsided recently by erratic markets, as well as major losses for some funds. Getting negative on the entire industry may be misguided, though. Not all hedge funds will be successful, but the top ones will continue to be a major force in the markets. |
The Motley Fool
September 16, 2010
Andrew Bond |
This BlackRock Is Shining The asset manager sits in the financial industry's sweet spot. |
Registered Rep.
September 18, 2006
Kevin Burke |
Sun Life Attracts Suitors in Effort to Unload MFS MFS Investment Management, long rumored to be on the auction block due to lagging profit margins, middling performance and increasing regulatory demands, could be mere days away from a blockbuster merger with another large asset-management firm. |
Finance & Development
March 1, 2007
Ceyla Pazarba et al. |
The Changing Face of Investors Analyzing the changes in the international investor base and their investment allocation behavior is fundamental to understanding the buildup of strengths and weaknesses in international financial markets. |
The Motley Fool
August 10, 2010
Andrew Bond |
T. Rowe Price: Strengths, Weaknesses, Opportunities, Threats A look inside the business of T. Rowe Price. |
The Motley Fool
August 16, 2007
Matt Koppenheffer |
What's on Deck for Investment Banks? It looks like there could be some tougher times for the industry. Investors, there's a lot of uncertainty right now, but keep an eye out for the appearance of a Goldman Sachs or a Merrill Lynch in that ol' bargain bin -- it could happen. |
The Motley Fool
July 25, 2007
Matt Koppenheffer |
The Investment Banking Business: Money Management These days, investment banks do much more than just investment banking. In addition to traditional asset management they're getting involved in hedge funds and private equity. |
BusinessWeek
August 4, 2003
Mara Der Hovanesian |
Quick! Follow That Money Manager The stock market rally has turned them into hot quarries |
BusinessWeek
May 14, 2007
Goldstein & Rosenbush |
Hedge Fund Fees: The Pressure Builds As hedge fund performance weakens, some investors are seeking ways to cut expenses. |
Financial Advisor
July 2007
Sharon Weinberg |
MFOs And Alternatives Soup Multiple disciplines and multiple products converge in the making of independent-minded financial planners and their clients. |
The Motley Fool
July 20, 2007
S.J. Caplan |
BlackRock Looking Like a Jewel The hot asset manager reports sparkling earnings. Investors, take note. |
U.S. Banker
March 2002
John Hackett |
Bottom Falls Out Investment bankers had to find other things to keep them busy in the second half of the year, as the bank and thrift M&A market virtually collapsed... |
The Motley Fool
July 27, 2007
Michael Leibert |
Federated Investors Charts Its Own Course Federated Investors generates strong earnings growth in its overlooked corner of the asset management industry. Given the recent volatility in equity bond markets, Federated's low-profile approach may be well suited to the current investment climate. |
Financial Planning
July 1, 2006
Dan Wheeler |
Hedge Funds, Unplugged Take the buzz out of the hedge fund phenomenon, and you may find less electricity than you think. |
Investment Advisor
December 2008
James J. Green |
The Failure of Asset Allocation Asset allocation can explain past market performance, but not predict which allocation will work in the future. |
Registered Rep.
July 11, 2011
Diana Britton |
BCG: RIA Channel Poses Opportunity, Challenge for Asset Managers Given its size and growth, the registered investment advisor channel is a critical market for asset management firms who want to grow, but the fragmentation of the RIA market also poses a challenge for asset managers. |
Registered Rep.
July 1, 2004
Will Leitch |
The End of the World as We Know It? Is the traditional model for securities houses --- investment banking, research, asset management, retail brokerage all coexisting under one roof --- more trouble than it's worth? |
Investment Advisor
August 2008
Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets |
Financial Advisor
June 2006
Tracey Longo |
Symposium Roundup The 2nd Annual Financial Advisor Symposium showed how to transform your practice to meet retiring boomers' needs. |
CFO
January 1, 2008
Avital Louria Hahn |
Lessons from Adversity The split personality of 2007 dealmaking, with its dramatic highs and lows, could teach a few things about M&A in the year ahead. |
The Motley Fool
June 7, 2010
Dan Caplinger |
The Best Way to Win With Mutual Funds Are fund companies themselves a better bet than their funds? |
The Motley Fool
January 23, 2006
Stephen D. Simpson |
The State of State Street This financial-services specialist has legitimate overseas growth, but valuations appear a little stretched. |
Financial Planning
December 1, 2009
Donald Jay Korn |
Hedge Fund Backlash Investors deserted hedge funds in droves in 2008, angered by the perceived arrogance of managers who weren't holding up to their promises. |
The Motley Fool
April 17, 2007
Matt Koppenheffer |
How Much Is Goldman Sachs Really Worth? An analyst takes apart Goldman's business segments to give a perspective on how the brokerage giant could be valued. |
The Motley Fool
February 16, 2011
Amanda B. Kish |
A Helping Hand With Your Investments Options for folks who want a little bit of help in crafting their asset allocation. |
On Wall Street
September 1, 2011
Elizabeth Wine |
Active Resistance It's not been a good recovery for actively managed mutual funds. Investors have been steadily pulling money out, while sending waves of cash into passively managed index funds and exchange-traded funds. |
The Motley Fool
August 27, 2004
Tom Taulli |
BlackRock Gets a Piece of Met In the asset management business, to stay competitive companies such as BlackRock need to bulk up on assets by purchasing other companies. |
Registered Rep.
November 1, 2006
Kevin Burke |
The Trouble with Performance-Based Fees Performance-based fees have made their way into a small crop of mutual funds in the past couple of years, as investors have begun scrutinizing fees and fund boards look to align the interests of fund management and investors. |
Registered Rep.
February 13, 2006
Kristen French |
Merrill, BlackRock Deal Near Merrill Lynch is close to doing what Morgan Stanley could not: acquire a large stake in BlackRock, the stellar bond funds house, in a deal that would create a $1 trillion money manager. |
The Motley Fool
May 1, 2007
S.J. Caplan |
BlackRock's Rocky Roll Wall Street is not impressed as asset-manager BlackRock reports earnings. |
The Motley Fool
April 18, 2007
Emil Lee |
Northern Trust's Streak as a Steward Continues The financial firm is picking up more business as a custodian of pension funds. Investors, take note. |
The Motley Fool
December 4, 2006
Dan Caplinger |
10 Trillion Reasons to Invest Mutual funds keep raking in the money. |
