Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
T3 and ScratchWorks Team Up for Fall Conferences: Tech Roundup
By Jeff BermanMeanwhile, Fidelity model portfolios are now available via JPMorgan's 55ip tax-smart investment strategy platform.
May 03, 2021
LUMINARIES FAQ: How to Participate in ThinkAdvisor's New Awards ProgramThere are two weeks left to nominate advisors and firms for our new, pioneering recognition program. Here's what you need to know.
April 28, 2021
Fidelity Takes In-House Securities Lending Platform to the Broader MarketFidelity Agency Lending offers outside institutions what Fidelity has essentially been doing for its own funds since mid-2019.
April 27, 2021
Best Firms for Self-Directed Investors: J.D. Power — 2021The research group measured customer satisfaction among both DIY investors and those who occasionally seek guidance.
April 26, 2021
Why Family Offices Are in SEC's CrosshairsIndustry officials weigh in on the Archegos meltdown, along with a review of a family office rule that's already on the regulatory agenda.
April 23, 2021
Meet the Judges for Our New Awards ProgramHere are the 13 industry VIPs selecting the 2021 winners of our new awards program, The ThinkAdvisor LUMINARIES.
April 21, 2021
Financial Institutions Form Global Alliance to Fight Climate ChangeAmong its 160 members are BlackRock, Vanguard, Bank of America, Morgan Stanley, Invesco and Citi.
April 21, 2021
Putnam Names Next Head of Institutional ManagementKaitlin M. May will take over on July 1, when current head Jeffrey L. Gould retires.