Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Corebridge and Equitable Agree to $22B All-Stock Merger
By Allison BellThe combined business would take the Equitable name and have $1.5 trillion in assets.
March 24, 2026
Sex Workers as Advice Clients: Nontraditional Livelihoods, Familiar Financial NeedsWith Stripper Financial Planning, Lindsey Swanson serves a market niche that skews younger and faces inherent challenges.
March 20, 2026
UBS Gets Final Nod for U.S. Bank License Amid Growth PushThe wirehouse is planning to expand offerings for wealth clients to include payments, checking and savings account services.
March 19, 2026
JPMorgan Taps Dwyane Wade, Tom Brady to Help Guide Athletes' Financial LivesWade chairs the new nine-member "athlete council."
March 18, 2026
Best & Worst Wealth Management Firms Ranked by Investors: JD Power, 2026Trust in new fintech brands rose, but so did young, affluent DIY investors' desire for professional advice.
March 16, 2026
How to Help Retired Clients Cope With Market VolatilityOnce investors begin taking income from their portfolios, the order in which returns occur becomes critically important.
March 16, 2026
Fidelity Agrees to Pay $2.5M in Data Breach Class ActionHackers took Social Security numbers and other personal information, the lawsuit alleged.
March 11, 2026
Pru CEO Andrew Sullivan to Succeed Lowrey as ChairmanSullivan said the company will "execute with discipline."