When an estate or trust pays investment management
fees to a third party, are such costs deductible above the line or subject to the 2%-of-adjusted-gross-income floor?
An investment management
consultant can help a company find the right plan provider and save money.
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, investment management
, wealth management and credit services.
To see how CPAs have integrated investment management
into their practices, the Journal spoke with three CPA/PFS designees who have different perspectives on a growing trend.
We are thrilled to be in the company of the highest ranked investment firms in the nation, with our 5-Star Morningstar rating," said William Rutherford, CEO and President of Rutherford Investment Management
Robeco Investment Management
has joined the selected group of small cap managers on manager-of-managers advisor platform offered by SEI Investments Inc.
Duff & Phelps Investment Management
has delivered on its commitment to give shareholders products that fit their financial goals.
This publication is a compilation of several notable presentations made at our 11th Annual Plan Sponsor & Emerging Manager Conference, where over one hundred emerging managers, plan sponsor clients, pension consultants and other professionals gathered to explore the changing face of the investment management
industry and how plan sponsors and emerging managers can stay not only abreast, but in front of changes underway in our industry," Thurman V.
Blaisdell joins Robeco Investment Management
from his position as Chief Investment Officer of the Employees' Retirement System of the State of Hawaii, which currently oversees over $10.
BOSTON -- State Street Global Advisors (SSgA), the investment management
arm of State Street Corporation (NYSE: STT), announced today the appointment of Nicholas T.
NEW YORK -- Morgan Stanley (NYSE: MS) announced today that its Investment Management
division (MSIM) has reached a definitive agreement to acquire FrontPoint Partners, a leading provider of absolute return investment strategies.
Morgan Stanley Investment Management
intends to make complete holdings information for its Closed-End Funds available approximately 30 calendar days following the end of the most recent quarter.