02/01/2017
This merger allows us to leverage each firm’s talents and resources to advance our mission of providing institutional-quality asset management to a wide range of individual clients,” said Adviser Investments President Dan Silver.
01/31/2017
This has been illustrated on the Cofunds platform with gross sales reducing among the UK and American sectors. In turn, investors have been looking to diversify their portfolio, resulting in sectors such as Global seeing a 30%6 increase in gross sales fol
01/31/2017
The new Mawer Emerging Markets Equity Fund will be managed by Peter Lampert, CFA, who also co-manages the Mawer International Equity Fund.
01/27/2017
Increasingly asset management companies, particularly alternative managers, are seeking to outsource their middle- and back-office operations