Asset Management http://wealthmanagement.com/taxonomy/term/6619/more en Product Development: Is the Backtest Trustworthy? http://wealthmanagement.com/viewpoints/product-development-backtest-trustworthy <div class="field-deck"> Part one of a series of articles on product development </div> <div class="node-body article-body">VIEWPOINTS: Joseph Halpern, CEO, Exceed Investments; Backtests done correctly are an effective tool in the development of financial strategies. </div> <p><a href="http://wealthmanagement.com/viewpoints/product-development-backtest-trustworthy" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/product-development-backtest-trustworthy#comments Investment Viewpoints Asset Management Wed, 25 May 2016 14:24:00 +0000 1192821 at http://wealthmanagement.com ipopba/iStock/Thinkstock The Dirty Little Secret Of Passive Investing http://wealthmanagement.com/asset-management/dirty-little-secret-passive-investing <div class="node-body article-body">Passive investments have a dirty little secret: Their gross returns are materially depressed by implicit implementation costs. </div> <p><a href="http://wealthmanagement.com/asset-management/dirty-little-secret-passive-investing" target="_blank">read more</a></p> http://wealthmanagement.com/asset-management/dirty-little-secret-passive-investing#comments Portfolio Strategy & Asset Allocation ETFs Asset Management Wed, 25 May 2016 11:15:00 +0000 1192551 at http://wealthmanagement.com Copyright Carl Court, Getty Images Some Unique Ratios That Can Make You A Better Investor http://wealthmanagement.com/asset-management/some-unique-ratios-can-make-you-better-investor <div class="node-body article-body">Warren Buffett defines the term "owner earnings" as the cash that is generated by the company's business operations.</div> <p><a href="http://wealthmanagement.com/asset-management/some-unique-ratios-can-make-you-better-investor" target="_blank">read more</a></p> http://wealthmanagement.com/asset-management/some-unique-ratios-can-make-you-better-investor#comments Portfolio Strategy & Asset Allocation Asset Management Tue, 24 May 2016 11:42:00 +0000 1191271 at http://wealthmanagement.com Copyright Paul Morigi, Getty Images Baby Boomers Have All the Money http://wealthmanagement.com/blog/baby-boomers-have-all-money <div class="node-body blog-body">Baby boomers still have all of the money, self-directed investors want help, and no surprise, retirees are moving to Florida.</div> <p><a href="http://wealthmanagement.com/blog/baby-boomers-have-all-money" target="_blank">read more</a></p> http://wealthmanagement.com/blog/baby-boomers-have-all-money#comments Blogs Client Relations Asset Management Retirement Planning The Daily Brief Mon, 23 May 2016 10:00:00 +0000 1189131 at http://wealthmanagement.com When Buying Assets, Select Old Bears And Young Bulls http://wealthmanagement.com/asset-management/when-buying-assets-select-old-bears-and-young-bulls <div class="field-byline"> Steven Jon Kaplan </div> <div class="node-body article-body">Most investors are too emotional when it comes to buying and selling decisions, and as a result, are doing it all wrong.</div> <p><a href="http://wealthmanagement.com/asset-management/when-buying-assets-select-old-bears-and-young-bulls" target="_blank">read more</a></p> http://wealthmanagement.com/asset-management/when-buying-assets-select-old-bears-and-young-bulls#comments Portfolio Strategy & Asset Allocation Asset Management Sun, 22 May 2016 07:17:00 +0000 1189551 at http://wealthmanagement.com Copyright Spencer Platt, Getty Images Aberdeen CEO Wants to Stay Independent Amid Buyer Interest http://wealthmanagement.com/asset-management/aberdeen-ceo-wants-stay-independent-amid-buyer-interest <div class="field-byline"> Sarah Jones </div> <div class="node-body article-body">Aberdeen Asset Management Plc has resisted interest from competitors from Europe to Australia seeking to buy the asset manager and plans to remain independent, according to Chief Executive Officer Martin Gilbert.</div> <p><a href="http://wealthmanagement.com/asset-management/aberdeen-ceo-wants-stay-independent-amid-buyer-interest" target="_blank">read more</a></p> http://wealthmanagement.com/asset-management/aberdeen-ceo-wants-stay-independent-amid-buyer-interest#comments Asset Management Fri, 20 May 2016 13:13:00 +0000 1188801 at http://wealthmanagement.com <p>Aberdeen CEO Martin Gilbert says he has no plans to sell the company.</p> Image via Twitter What A Brexit Could Mean For Target Date Funds http://wealthmanagement.com/asset-management/what-brexit-could-mean-target-date-funds <div class="field-byline"> By Jeff Tyler, Portfolio Manager, Principal Portfolio Strategies </div> <div class="node-body article-body">It's fair to say that Brexit--a British exit from the 28-nation politico-economic coalition--would be a significant event to say the least.</div> <p><a href="http://wealthmanagement.com/asset-management/what-brexit-could-mean-target-date-funds" target="_blank">read more</a></p> http://wealthmanagement.com/asset-management/what-brexit-could-mean-target-date-funds#comments Income Investing Strategy Asset Management Thu, 19 May 2016 20:01:00 +0000 1188511 at http://wealthmanagement.com Copyright Christopher Furlong, Getty Images Pay Rule May Give BlackRock a Big Recruiting Boost Over JPMorgan http://wealthmanagement.com/asset-management/pay-rule-may-give-blackrock-big-recruiting-boost-over-jpmorgan <div class="field-byline"> Jesse Hamilton </div> <div class="node-body article-body"><p>(Bloomberg) --&nbsp;Getting paid to manage money may soon be less restrictive at BlackRock Inc. than at JPMorgan Chase &amp; Co. under a U.S. proposal that could make it harder for Wall Street banks to compete for talent.</p></div> <p><a href="http://wealthmanagement.com/asset-management/pay-rule-may-give-blackrock-big-recruiting-boost-over-jpmorgan" target="_blank">read more</a></p> http://wealthmanagement.com/asset-management/pay-rule-may-give-blackrock-big-recruiting-boost-over-jpmorgan#comments Industry Asset Management Wed, 18 May 2016 13:31:00 +0000 1186581 at http://wealthmanagement.com Copyright Andrew Burton, Getty Images How Active Should Active Management Be? http://wealthmanagement.com/asset-management/how-active-should-active-management-be <div class="field-byline"> Craig Lazzara </div> <div class="node-body article-body">We often hear that the cause of unsuccessful active management is that it isn't active enough.</div> <p><a href="http://wealthmanagement.com/asset-management/how-active-should-active-management-be" target="_blank">read more</a></p> http://wealthmanagement.com/asset-management/how-active-should-active-management-be#comments Portfolio Strategy & Asset Allocation Asset Management Wed, 18 May 2016 10:29:00 +0000 1186421 at http://wealthmanagement.com rbrb_1049/iStock/Thinkstock In the Lands of Negative Yields, Even U.S. Municipal Bonds Lure http://wealthmanagement.com/fixed-income/lands-negative-yields-even-us-municipal-bonds-lure <div class="field-byline"> Martin Z. Braun </div> <div class="node-body article-body">Faced with negative interest rates in their own countries, foreign banks and pension funds are looking increasingly toward municipal bonds, a bastion of buy-and-hold investors seeking U.S. income-tax breaks.</div> <p><a href="http://wealthmanagement.com/fixed-income/lands-negative-yields-even-us-municipal-bonds-lure" target="_blank">read more</a></p> http://wealthmanagement.com/fixed-income/lands-negative-yields-even-us-municipal-bonds-lure#comments Fixed Income Asset Management Tue, 17 May 2016 15:16:00 +0000 1185381 at http://wealthmanagement.com <p>Overseas funds are contributing to the flood of money coming into the $3.7 trillion municipal market where local governments borrow to build roads, bridges and schools.</p> Copyright Justin Sullivan, Getty Images