Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Why Cash Flow Planning Is the Advice Clients Want
By Blake KannadyGeneric retirement planning is no longer the answer.
December 28, 2021
Vanguard Clients Report Website Outages Since ChristmasFor several days, users have complained the site "won't provide account statements or transaction confirmations," says Vanguard watcher Dan Wiener.
December 26, 2021
Sustainable Investing: The Outlook for 2022Through the third quarter, global sustainable funds amassed some $4 trillion in assets, including more than $330 million in U.S. mutual funds and ETFs.
December 23, 2021
SEC Rejects Two Spot-Bitcoin ETFsRegulators handed cryptocurrency enthusiasts a proverbial bag of coal ahead of the Christmas holiday.
December 23, 2021
Kotlikoff: Conventional Investment Advice Is 'Bait and Switch'The economist says selling products while giving advice is a huge conflict; he also views the Fed's concerns about inflation as "cheap talk."
December 22, 2021
2022 ETF Outlook: Expect Hundreds of Launches, Mostly Active Funds2022 is expected to be another record-setting year for flows and new funds.
December 22, 2021
Capital Group Sets Fees for Its First ETFsThe six active ETFs, set to launch in the first quarter, have management fees ranging from 0.33% to 0.54%.
December 21, 2021
Ex-OppenheimerFunds Analyst Pleads Guilty to Securities FraudThe New York funds analyst had been accused of misappropriating confidential info on pending trades by his employer.