Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
UBS Backs Ethic Asset Management Platform: Tech Roundup
By Jeff BermanAlso, Hearsay Systems is adding new functionality to help advisors comply with the SEC's new Marketing Rule.
September 13, 2022
Investors Aim to Expand ETF Holdings, Want to Customize: Schwab StudyMore than 40% of non-ETF investors expect to buy ETFs in the next two years, the survey says.
September 12, 2022
Goldman Plans to Cut Several Hundred JobsThe move from the banking bellwether is the surest sign yet of a chill that's set in across the industry amid a slump in revenue.
September 12, 2022
Small RIAs vs. 'Meta-Acquirers': Who Has the Advantage?David DeVoe and Brian Hamburger debate the influence of RIA consolidators, private equity, asset managers and insurers.
September 12, 2022
Gen Xers Are Worried About Inflation, Skeptical of Advisors: State StreetCurrent market conditions could make now a good time to build trust with these investors, according to State Street Global Advisors.
September 08, 2022
Grantham's GMO Launches Platform to Streamline Client Portfolio CustomizationThe platform is intended to help advisors ensure clients can access the financial resources they need, when they need them.
September 08, 2022
Emerge Launches 10 ETFs Led by WomenLed by Lisa Langley, the Canadian firm also has some ETFs sub-advised by Cathie Wood's Ark Investment Management.
September 08, 2022
Cetera Is First Client for Broadridge's New Offering: Tech RoundupAlso, Morgan Stanley at Work rolls out Corporate Retirement Portal for advisors.