Asset Management http://wealthmanagement.com/taxonomy/term/6619/more en CFP Board Launches Book Series http://wealthmanagement.com/blog/cfp-board-launches-book-series <div class="node-body blog-body">CFP Board launches book series, plan sponsors feeling more fiduciary responsibility and investors are bad at math. </div> <p><a href="http://wealthmanagement.com/blog/cfp-board-launches-book-series" target="_blank">read more</a></p> http://wealthmanagement.com/blog/cfp-board-launches-book-series#comments Industry Blogs Client Relations Asset Management Retirement Planning The Daily Brief Thu, 18 Aug 2016 10:00:00 +0000 1281971 at http://wealthmanagement.com Famed Investor Bill Miller Leaves Legg Mason After 35 Years http://wealthmanagement.com/people/famed-investor-bill-miller-leaves-legg-mason-after-35-years <div class="field-byline"> Christian Baumgaertel </div> <div class="node-body article-body">Bill Miller, famed for beating the S&P 500 Index for 15 straight years when he ran the Legg Mason Value Trust, is buying Legg Mason’s stake in LMM LLC, the fund company through which he now runs the $1.3 billion Legg Mason Opportunity Trust.</div> <p><a href="http://wealthmanagement.com/people/famed-investor-bill-miller-leaves-legg-mason-after-35-years" target="_blank">read more</a></p> http://wealthmanagement.com/people/famed-investor-bill-miller-leaves-legg-mason-after-35-years#comments People Asset Management Thu, 11 Aug 2016 13:41:00 +0000 1273001 at http://wealthmanagement.com <p>Bill Miller</p> Saft on Wealth: Your Active Manager: Better, Cheaper, Less Successful http://wealthmanagement.com/asset-management/saft-wealth-your-active-manager-better-cheaper-less-successful <div class="field-byline"> James Saft </div> <div class="node-body article-body">Every year your active fund manager gets smarter, better trained and cheaper and every year she has a tougher and tougher time beating the market.</div> <p><a href="http://wealthmanagement.com/asset-management/saft-wealth-your-active-manager-better-cheaper-less-successful" target="_blank">read more</a></p> http://wealthmanagement.com/asset-management/saft-wealth-your-active-manager-better-cheaper-less-successful#comments Mutual Funds Asset Management Thu, 11 Aug 2016 12:26:00 +0000 1272361 at http://wealthmanagement.com Copyright Andrew Burton, Getty Images Sure, Invest Like a Billionaire, If You Are One http://wealthmanagement.com/equities/sure-invest-billionaire-if-you-are-one <div class="field-byline"> Barry Ritholtz </div> <div class="node-body article-body">Maybe you shouldn't follow the trading advice of billionaires if you aren't one.</div> <p><a href="http://wealthmanagement.com/equities/sure-invest-billionaire-if-you-are-one" target="_blank">read more</a></p> http://wealthmanagement.com/equities/sure-invest-billionaire-if-you-are-one#comments Commentary Equities High Net Worth Asset Management Tue, 09 Aug 2016 15:27:00 +0000 1269381 at http://wealthmanagement.com <p>If you have as much money as George Soros, then you can invest like him.</p> Copyright Sean Gallup, Getty Images Heavy-Metal Markets Have Worrying Echoes of 2006 http://wealthmanagement.com/equities/heavy-metal-markets-have-worrying-echoes-2006 <div class="field-byline"> Mark Gilbert </div> <div class="node-body article-body">Equities and fixed income are supposed to be inversely correlated. What's good for bonds -- slow growth, stagnant or declining consumer prices -- is bad for stocks, and vice versa. </div> <p><a href="http://wealthmanagement.com/equities/heavy-metal-markets-have-worrying-echoes-2006" target="_blank">read more</a></p> http://wealthmanagement.com/equities/heavy-metal-markets-have-worrying-echoes-2006#comments Equities Fixed Income Asset Management Tue, 09 Aug 2016 14:20:00 +0000 1269021 at http://wealthmanagement.com <p>Loud and proud.</p> Copyright Keystone, Getty Images Wells Fargo Adds $15 Billion Under Management With Analytic http://wealthmanagement.com/industry/wells-fargo-adds-15-billion-under-management-analytic <div class="field-byline"> Laura J. Keller </div> <div class="node-body article-body">Wells Fargo & Co., the world’s most valuable bank, agreed to buy Analytic Investors LLC, adding $15 billion of assets under management.</div> <p><a href="http://wealthmanagement.com/industry/wells-fargo-adds-15-billion-under-management-analytic" target="_blank">read more</a></p> http://wealthmanagement.com/industry/wells-fargo-adds-15-billion-under-management-analytic#comments Industry Asset Management Wirehouse Tue, 09 Aug 2016 12:46:00 +0000 1268831 at http://wealthmanagement.com Copyright Justin Sullivan, Getty Images Editor's Letter: August 2016 http://wealthmanagement.com/commentary/editors-letter-august-2016 <div class="field-deck"> The Asset Managers’ Dilemma </div> <div class="node-body article-body">Just a quick note in this issue to let you know what is happening with our WealthManagement.com awards this fall. </div> <p><a href="http://wealthmanagement.com/commentary/editors-letter-august-2016" target="_blank">read more</a></p> http://wealthmanagement.com/commentary/editors-letter-august-2016#comments Industry Commentary Asset Management Mon, 08 Aug 2016 18:43:00 +0000 1262111 at http://wealthmanagement.com The Seven-Year Short: Hedge Fund Betting on Yuan Refuses to Quit http://wealthmanagement.com/alternative-investments/seven-year-short-hedge-fund-betting-yuan-refuses-quit <div class="field-byline"> Bloomberg News </div> <div class="node-body article-body">Mark Hart, who’s little known outside a small hedge fund clique despite making a fortune on the U.S. housing bust and predicting the euro zone debt crisis, got in early on the China bear trade with currency options and held on.</div> <p><a href="http://wealthmanagement.com/alternative-investments/seven-year-short-hedge-fund-betting-yuan-refuses-quit" target="_blank">read more</a></p> http://wealthmanagement.com/alternative-investments/seven-year-short-hedge-fund-betting-yuan-refuses-quit#comments People Alternative Investments Asset Management Mon, 08 Aug 2016 14:17:00 +0000 1267241 at http://wealthmanagement.com <p>Mark Hart</p> Neuberger Berman the Latest Sued Over In-House Funds in 401(k) http://wealthmanagement.com/asset-management/neuberger-berman-latest-sued-over-house-funds-401k <div class="node-body article-body">Asset management firms that offer up their own funds inside their corporate 401(k) plans are, in many cases, drawing the scrutiny of class-action attorneys and sympathetic courts.</div> <p><a href="http://wealthmanagement.com/asset-management/neuberger-berman-latest-sued-over-house-funds-401k" target="_blank">read more</a></p> http://wealthmanagement.com/asset-management/neuberger-berman-latest-sued-over-house-funds-401k#comments Legal Asset Management Thu, 04 Aug 2016 17:56:00 +0000 1263941 at http://wealthmanagement.com Is Your Millionaire Client About to Switch Advisors? http://wealthmanagement.com/client-relations/your-millionaire-client-about-switch-advisors <div class="node-body article-body">Financial advisors don’t know their millionaire clients may be planning on leaving them, according to Fidelity’s Millionaire Outlook Study. </div> <p><a href="http://wealthmanagement.com/client-relations/your-millionaire-client-about-switch-advisors" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/your-millionaire-client-about-switch-advisors#comments Industry Client Relations Asset Management Thu, 04 Aug 2016 17:15:00 +0000 1263921 at http://wealthmanagement.com Copyright Mark Wilson, Getty Images