Analysis

Ivy rethinks adviser segments, plans comp changes

Firm hires industry vet to target intermediaries, looks to AI to boost intel

Rheaa Rao 17 September, 2018

AllianzGI unveils brand slogan, plans ads

Firm emphasizing commitment to active management in marketing materials, at brand roadshows

Julie Mansmann 17 September, 2018

Edward Jones Bridge Builder funds swell 50% YOY

National adviser firm sees $10bn in inflows into internal funds in the last four months

Rheaa Rao 10 September, 2018

RKs tailor services for small plan sponsors

New fiduciary, administrative and flexible offerings cater to small-biz needs

Noah Zuss 10 September, 2018

SSGA shakes up ETF distribution strategy

Sue Thompson says firm is creating new client segments, integrating technology into sales process

Julie Mansmann 4 September, 2018

ESG demand could attract regulatory scrutiny

Investment considerations should include disclosure obligations showing adherence to ESG standards

Jason Bisnoff 4 September, 2018

Q&A: Envestnet hunts for outcome-based strategies

Envestnet has the largest market share in the Tamp space in terms of assets under management and assets under administration

Rheaa Rao 27 August, 2018

Legg Mason sets out digital, alts push, reveals smaller deal M&A focus

Tom Hoops says firm acting on expanded toolkit

Dervedia Thomas 27 August, 2018

Funds slash liquid alts lineups but remain bullish

The bull market made the case for liquid alts difficult, prompting some firms to close funds

Milana Vinn 20 August, 2018

Q&A: Fidelity focuses on retirement math

Firm looking to arm sponsors and advisers with the research and data to improve retirement readiness

Noah Zuss 20 August, 2018

Models of model portfolios offer new distribution opps

Fund firms have the opportunity to pitch models focused on core competencies

Rheaa Rao 13 August, 2018

Janus Henderson eyes fiduciary liability in DCIO push

Firm has developed resources to help advisers minimize litigation risk, improve fund menus and teams

Noah Zuss 13 August, 2018




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