The needs of retired clients are substantially different from those who are still in the process of accumulating assets in anticipation of retirement. Advisers should compare a retired investor’s ...

NEW YORK--(BUSINESS WIRE)-- John DeMairo, COO of Segal Advisors, Inc. has announced that Daniel F. Westerheide, Vice President and Consultant, was named Asset/Liability Modeling (ALM) Practice Leader.

R.V. Kuhns & Associates has hit the ground running after it landed a new public pension fund contract in the Midwest, according to Investment Management Mandate Pipeline. The Portland, Ore-based firm ...

David Long, senior vice president and chief investment officer, asset-liability modeling, derivatives and fixed income, at the C$70.6 billion ($56.2 billion) Healthcare of Ontario Pension Plan, ...

Many of your clients may believe that their retirement income portfolio should be invested in securities that explicitly provide regular payments, such as bonds, dividend paying stocks, covered calls, ...

Los Angeles, CA - July 28, 2008 – Interactive Data Corporation (NYSE: IDC) a leading provider of financial market data, analytics and related services, today announced that its Fixed Income Analytics ...

Assets generate income and appreciate in value, while liabilities drain resources and depreciate over time. Do you want to improve your net worth? Probably so. But if you’re like many people, you ...

Asset management is an integral part of accounting basics that deals with the monitoring and maintenance of valuable items owned by an individual or an entity. Assets contribute significantly to the ...