Grail Partners Top News Storieshttp://www.grailpartners.com/news.aspxen-usMon, 2 June 2008 12:00:00 ESThttp://www.grailpartners.com/images/logo-grail-partners.gifhttp://www.grailpartners.com/news.aspx12/8/2008Darlene DeRemer is quoted and Grail data cited in this week's Pensions & Investments in a story on the impact of the market decline on public asset management companies ("Investors avoid pummeled stocks of money managers," by Jing Zhou).http://www.pionline.com/apps/pbcs.dll/article?AID=/20081208/PRINTSUB/312089979/1031/TOC26611/24/2008John Siciliano is quoted in an article in this week's Pensions & Investments on cutbacks in the money management business ("Staff cutbacks are growing as economic turmoil goes on," by Jing Zhou).http://www.pionline.com/apps/pbcs.dll/article?AID=/20081124/PRINTSUB/311249987/1031/TOC26311/24/2008Don Putnam is quoted in this week's Pensions & Investments in a front-page story on cash-management strategies ("Crisis aftershocks to hit cash management," p. 1, by Douglas Appell).http://www.pionline.com/apps/pbcs.dll/article?AID=/20081124/PRINTSUB/311249976/1031/TOC26411/24/2008John Siciliano is quoted in this week's Pensions & Investments in a story on Julius Baer ("Manager units hurt Julius Baer," p. 4, by Thao Hua).http://www.pionline.com/apps/pbcs.dll/article?AID=/20081124/PRINTSUB/311249979/1031/TOC26511/4/2008Darlene DeRemer was quoted yesterday afternoon in a Reuters newswire story on prospects for M&A activity in the asset management industry ("Distressed markets, low values to spur fund M&A," by Muralikumar Anantharaman).http://www.reuters.com/article/innovationNews/idUSTRE4A37XL2008110426010/31/2008John Siciliano is quoted in a FundFire story on prospects for M&A activity in the asset management industry ("Divestitures to Push Wave of Manager M&A," by Scott Johnson).http://www.fundfire.com/articles/20081031/divestitures_push_wave_manager26210/30/2008Darlene DeRemer is quoted in the Boston Globe in a front-page story on the potential impact of the financial crisis on the job market in Massachusetts ("State may lose 7,200 jobs in finance: Trouble projected to last through '09," by Ross Kerber).http://www.boston.com/business/articles/2008/10/30/state_may_lose_7200_jobs_in_finance/26110/20/2008Darlene DeRemer appears in this week's Investment News in a front-page story on prospects for asset managers to handle the Treasury Department's portfolio under the Troubled Asset Relief Program ("Managing Fed's portfolio carries high risk, low return: Those picked to oversee assets face potential conflicts, low pay," p. 1, by Dave Hoffman).http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20081019/REG/310209964/1009/TOC25910/8/2008Darlene DeRemer is quoted today in an Ignites story on M&A activity in the asset management industry this year ("Asset Manager M&A Activity Dwarfs Deal Value," by Hannah Glover).http://www.ignites.com/articles/20081008/asset_manager_activity_dwarfs_deal_value25710/8/2008Darlene DeRemer is quoted in coverage from Ignites on Allianz's investment in Hartford Financial Services ("Allianz Comes to Hartford's Rescue," by Joe Morris and Hannah Glover). See the last two paragraphs of the story.http://www.ignites.com/articles/20081008/allianz_comes_hartford_rescue25810/3/2008John Siciliano was featured in the October 3 Ignites "Your Q&A," where readers ask questions of industry experts ("How Will Funds Adapt to Crisis in '09?").http://ignites.com/yqa/20081003/will_funds_adapt_crisis2569/17/2008Please see the Invitation for the upcoming "Fall Forum," on September 17th at the Yale Club in NYC./docs/CO20080917.pdf2539/16/2008A Bloomberg newswire story citing Don Putnam on Washington Mutual.http://www.bloomberg.com/apps/news?pid=newsarchive&sid=afHpbKGjxqZI2549/15/2008John Siciliano comments in this week's Pensions & Investments in a front-page story on the investment management division of Lehman Brothers ("Institutions pulling for Lehman unit: Clients hoping investment team will stay intact," p. 1, by Christine Williamson). See the excerpt with John's comment, followed by the full story.http://www.pionline.com/apps/pbcs.dll/article?AID=/20080915/PRINTSUB/809139995/1031/TOC2559/1/2008SAN FRANCISCO - Grail Advisors LLC, a separate Securities and Exchange Commission-registered company partly owned by merchant bank Grail Partners, intends to enter the defined contribution market by offering actively managed transparent equity exchange-traded funds, said William Thomas, chief executive officer of Grail Advisors...http://pionline.com/apps/pbcs.dll/article?AID=/20080901/PRINTSUB/309019988/1031/TOC2528/25/2008Darlene DeRemer appears in this week's Investment News in a front-page story on potential M&A activity in the asset management industry ("Time may be right for big-name asset manager acquisitions: Private-equity and foreign firms likeliest suitors for Neuberger, Evergreen," by Dave Hoffman).http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20080825/REG/823501/1009/TOC2508/19/2008This list has gone through several changes over the past few years. For example, we originally honored 100 providers, but have recently sliced that down to just 50 in order to reflect the deep industry consolidation. As lenders look increasingly for one end-to-end solution, technology providers have merged or acquired niche players to offer a variety of services or technology applications under one company name.http://www.mortgage-technology.com/plus/providers/2498/6/2008Solution enables financial advisors to provide ethical and objective mortgage and liability advice and planning, transact loans, and open a new source of revenue.http://biz.yahoo.com/prnews/080806/clw014.html?.v=1012488/4/2008Don Putnam is cited in Pensions & Investments in a front-page story on UBS Global Asset Management ("Fraser: UBS will be back," p. 1, by Doug Appell).http://www.pionline.com/apps/pbcs.dll/article?AID=/20080804/PRINTSUB/74992470/1031/TOC2518/4/2008As anyone who has taken the CFP Board exam knows, comprehensive financial planning includes an analysis of the client’s personal net worth statement. By definition, this means that a financial planner is supposed to gather data, analyze, make recommendations and, if appropriate, implement recommendations pertaining to liabilities as well as assets. If engaged for ongoing financial planning, the practitioner should also continue to monitor the liability side of the balance sheet as well as...http://www.financialadvisormagazine.com/past_issues.php?id_content=3&idArticle=1791&idPastIssue=137#2477/21/2008Don Putnam is quoted in this week's Investment News in a story on the outlook for acquisitions of independent broker-dealers ("Bank on more B-D acquisitions, industry observers contend," by Bruce Kelly).http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20080721/REG/62916211/1009/TOC2467/7/2008DENVER - Janus Capital Group Inc. (NYSE: JNS) today announced plans to purchase an additional 50% ownership interest in U.S. value manager, Perkins, Wolf, McDonnell and Company, LLC (PWM) for $90 million. Once the pending deal closes later this year, Janus will own 80% of the Chicago-based firm.http://ir.janus.com/NEWS/20080707-319841.pdf2437/7/2008Darlene DeRemer is quoted in the Financial Times 'FT Fund Management' section in an article about structured products and challenges the industry faces ("Fledgling faces flying into a harsher climate," page 21, by Hannah Glover).http://www.ft.com/cms/s/0/a840ebb2-49eb-11dd-891a-000077b07658.html245