Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Despite Challenges, Wealth and Asset Firms See a Bright Year Ahead
By Michael S. FischerLarge majorities of firm expect revenue growth of at least 5% next year, according to a Wipfli survey.
December 15, 2025
Schwab Updates Retail Platform Tools, Beefs Up Branch RolesSchwab announced new platform features for retail clients and new staff roles to support them in its branches.
December 15, 2025
Schwab Accuses RIA of Using Trade Secrets to Divert Over $85M in AssetsA former Schwab consultant improperly contacted clients for his new employer, according to a lawsuit.
December 11, 2025
Transamerica's Dutch Parent to Move Headquarters to U.S. by 2028Aegon would change its own name to Transamerica and make Delaware its corporate home.
December 11, 2025
Fidelity Go Offers Tax-Loss Harvesting for Higher-Balance AccountsThe feature is available to clients with taxable robo-advisor account balances of at least $25,000.
December 10, 2025
Wealth Managers Add Services, and Fees, to Meet UHNW Demand: CerulliFirms are adding nontraditional offerings along with business and foundation planning, new research finds.
December 09, 2025
Wealth Managers Add Services, and Fees, to Meet UHNW Demand: CerulliFirms are adding nontraditional offerings along with business and foundation planning, new research finds.
December 08, 2025
How to Ditch Jargon When Talking With ClientsTranslating investment concepts into plain language builds trust, keeps clients confident and supports retention and growth.