Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
LUMINARIES 2022 Nomination Deadline Extended
By Janet LevauxIndividual and firm nominations for these pioneering industry awards will be accepted online through May 6, and there is no cost to participate.
April 25, 2022
S&P 500 Ready to Join Bear Market: Morgan StanleyIn the current market climate, it appears "the overall index is about to fall sharply with almost all stocks falling in unison," strategists say.
April 24, 2022
Goldman Sachs, JPMorgan and UBS Launch New Brands to Lure Average InvestorsHere's why these blue-chip banks — which for generations have fixated on the 1% — are stooping to conquer clients with just 0.01% of this wealth.
April 21, 2022
Fidelity Launches 'Gamified' Educational Metaverse ExperienceThe new Fidelity Stack teaches the basics of investing in ETFs including its news metaverse-themed fund.
April 21, 2022
Envestnet to Offer New Data, Digital Solutions: Tech RoundupAlso, WisdomTree introduces Portfolio and Growth Solutions, providing customized portfolio and asset allocation services for RIAs and IBDs.
April 21, 2022
Fidelity Bulks Up Thematic Lineup With Crypto, Metaverse ETFsAs its new crypto-focused funds enter a crowded field, the firm is also launching a metaverse "experience" for traders.
April 15, 2022
Schwab Launches Personalized Indexing for RIAs: Tech RoundupAlso, Broadridge enhances analytics to help asset managers better target advisors.
April 13, 2022
Money Management Is Out, Personalization and Planning Are In: Fidelity ExecMichael Durbin of Fidelity Institutional discussed some findings on how clients would like advisors to spend their time.