Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
'The Advisor Business Is Our Business': DFA Co-Chief
By Bernice NapachThe firm added ETFs to meet advisor demand, not to pivot to retail, Dave Butler tells ThinkAdvisor.
July 23, 2021
Vanguard Names a College President to Its BoardDavid A. Thomas, who has a Ph.D. in psychology, is president of Morehouse College.
July 22, 2021
Schwab Charged for Failure to Stop Lapsed Advisor From Collecting FeesA third-party advisor continued to collect fees from Schwab clients for years after his registration lapsed, Massachusetts regulators said.
July 20, 2021
Trendspotter: Direct Indexing Poised to Hit the MainstreamVanguard, BlackRock and Morgan Stanley have made major deals for direct indexers as investors demand more customization.
July 15, 2021
2021 Is a Huge Year for ETF InvestingVanguard led other asset managers for asset flows in the first half of the year.
July 15, 2021
Strategist Warns of Dot-Com Era 'Bull Trap' in Ark FundCathie Wood's flagship Ark Innovation ETF is up about 19% since mid-May.
July 14, 2021
Fidelity Adds More Target Allocation Mixes to Model Portfolio LineupThe new model portfolio stock allocations range from 10% to 100% with the remainder, if any, in fixed income.
July 13, 2021
BlackRock Boosts SMA Capabilities With Stake in SpiderRock AdvisorsSpiderRock's strategies, available through RIA custodians, are focused on risk management and yield enhancement.