Tag: Investment Managers

Natixis Targets Needs of Financial Advisers

Natixis Global Associates (NGA), the distribution arm of Natixis Global Asset Management, has announced an expansion of its initiatives in the retirement marketplace that targets the needs of financial advisers.

Old Mutual Beefs up Sales Team

Old Mutual Asset Management (OMAM) named Brian Carroll, Paul Williams, and Mark Bentley as heads of the Institutional, Non-US, and Retail distribution teams, respectively.

Fidelity Adds Roth Conversion Resources

Fidelity Investments has added resources to its ongoing effort to help investors better understand whether converting their retirement nest egg into a Roth IRA is the best move for them.

Schwab Unveils 8 ETFs

Charles Schwab is rolling out eight new ETFs with expense ratios matching or lower than its competitors at Vanguard, State Street, and Barclays.

The Case for Equities

As many investors are still underweight equities, the logical thing to do is rebalance back toward equities, said David Kelly, managing director, chief market strategist for J.P. Morgan Funds.