Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
How Better Meetings Drive Profits in Wealth Management: Oasis Group
By Michael S. FischerA better treatment of resources, the research firm finds, allows practices to grow without adding more expensive people.
September 10, 2026
The AUM-Boosting Question Advisors Aren't AskingNearly 90% of wealthy clients in a survey reported held-away assets, but many expressed willingness to consolidate.
September 10, 2026
Man Who Bought Hundreds of Snowmobiles With Ponzi Funds Sentenced to 8 YearsStanley Pophal of Wausau, Wisconsin, ran a $14.25 million scheme that funded his lavish lifestyle, prosecutors say.
September 08, 2026
Hightower Signature Wealth Selects Dispatch for Client Data ManagementDispatch is helping the fast-growing wealth platform optimize critical workflows, co-founder Madalyn Armijo says.
September 03, 2026
Advisor Makes Case for Dividend Growth as an Income Strategy"When you're only withdrawing from the fruit of the tree ... you're not going to run out of tree," David Bahnsen maintains.
September 03, 2026
Sequoia Financial Acquires $2.3B Colorado RIAThe firm's chief acquisitions officer, Kevin Tichnell, said the deal builds on its expanded footprint west of the Mississippi.
September 02, 2026
Schwab Sets $10M Minimum for New Long-Short AccountsSchwab is tightening access to the tax-saving strategies for the third time in recent months.
September 02, 2026
Merit Names LPL, UBS Veteran to New Tech Chief PostJohn Rajes joins amid rapid growth for the firm, which recently completed its 61st acquisition.