Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Captrust Adds $1.25B Stillwater Capital Advisors
By Rob BurgessMike Wunderli, a leader of the North Carolina-based financial services firm, says Pennsylvania is an increasingly attractive market.
May 21, 2026
How Guaranteed Income Streams Can Help Retirees Preserve AssetsAccess to such options as defined benefit pension income may mitigate future financial shocks, research finds.
May 20, 2026
How to Surprise-Proof the Medicare SurchargeAdvisors can help clients manage premium shocks to their health insurance — without overpromising.
May 19, 2026
Orion, Flourish Expand Integration for Held-Away Cash VisibilityThe move supports advisor-client conversations around cash-flow planning, distributions, excess cash management, Orion exec Trent Mumma says.
May 19, 2026
Best & Worst Broker-Dealers: Q1 Earnings, 2026The 11 broker-dealers had an average jump in profits of 60% in the period versus a year ago.
May 15, 2026
SEC to Remain 'Active' in Pursuing Advisor CasesThe agency will also focus on retail investor fraud, according to its new enforcement chief, David Woodcock.
May 15, 2026
How Merrill Advisors Help Rich Families With Wealth TransfersAdvisors have a crucial role in these sometimes-messy conversations, Merrill Center for Family Wealth head Valerie Galinskaya says.
May 14, 2026
Fidelity Expands Service Fee to More ETFsThe affected ETFs' issuers don't pay Fidelity an asset-based fee to appear on its platform.