Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Fidelity Adds Tactical Bond Mutual Fund
By Jeff BermanThe fund allows investors to allocate their assets across the spectrum of the debt market, the firm says.
February 09, 2022
Advisors Need New Estate and Trust Planning Tools as Demand Surges: SurveyOutdated technologies impede customer experience, Envestnet MoneyGuide says.
February 08, 2022
Can a Reverse Mortgage Crash-Proof Your Client's Retirement?A new study shows they can greatly reduce income volatility, reverse mortgage specialist Phil Walker tells ThinkAdvisor.
February 07, 2022
4 Investment Myths Advisors BelieveSome advisors embrace popular investing misconceptions backed by vague assumptions. Don't be one of them.
February 07, 2022
4 Things Your Financial Planning Software Should DoWhether you're looking for a specific tool or a general CRM, here's what to keep in mind.
February 04, 2022
The $3 Trillion Question: What if Women Invested at the Same Rate as Men?BNY Mellon investigated why they don't — and how those trillions would be invested if they did.
February 04, 2022
Cathie Wood's New Fund Targets Illiquid Assets, Limits ExitsThe closed-end ARK Venture Fund is focused on "disruptive innovation" in harder-to-trade assets, including private companies.
February 03, 2022
Fidelity's Advisor Platform Gets Major Update"This looks like a pretty extensive overhaul in terms of usability and personalization," consultant Tim Welsh says.