Analysis

Alger plots 9/11 tribute fund, tech sales push

Fund expands fulcrum-fee offerings; employs analytics, social media

Dervedia Thomas 20 February, 2018

Hancock hunts for more ETF subadvisers

Firm eyes fixed income and alternatives, active ETFs, proprietary models

Julie Mansmann 20 February, 2018

UBS bullish on green bond funds, ESG models

UBS’s asset management and wealth management will hire specialists to educate advisers as its adoption of ESG grows

Julie Mansmann 12 February, 2018

Annuities see 401(k) silver lining amid critics

New bill will make 401(k) inclusion easier, but some say annuities don’t fit

Noah Zuss 12 February, 2018

Advisers brush off Fidelity/Vanguard fee debacle

Client communication will be key to avoiding losses

Noah Zuss 5 February, 2018

Thornburg mulls customization, plots int’l expansion

Product proliferation isn’t Thornburg’s game; firm will tap into non-resident US biz to grow overseas

Yun Li 5 February, 2018

Empower prioritizes acquisitions, benefits’ convergence   

Ed Murphy, president of Empower Retirement talks potential M&A targets

Noah Zuss 29 January, 2018

Principal plots fixed income ETFs, model portfolios

New funds and portfolios will tap into Principal’s active bond and asset allocation teams

Yun Li 29 January, 2018

AllianzGI bets big on dynamic TDFs

Funds de-risk in response to changing market conditions

Noah Zuss 22 January, 2018

Oppenheimer eyes smart-beta ESG, bond ETFs

New hires will support product development as ETF lineup expands

Julie Mansmann 22 January, 2018

SSGA gets personal with brand push

After year of evocative ad campaigns, the firm will zero in on everyday life

Julie Mansmann 16 January, 2018

Q&A: Ariel sticks to good old-fashioned sales  

Mellody Hobson, president, shared her firm’s strategy with FA.  

Dervedia Thomas 16 January, 2018




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