Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
No, Your Client Won't Ditch You for a Robot: Vanguard Survey
By Michael S. FischerMore than 90% of clients with a human advisor said they wouldn't go digital-only, researchers found.
February 23, 2022
4 Stocks Warren Buffett Didn't Sell in Q4: MorningstarBuffett's Berkshire Hathaway sold stocks ahead of this year's market turmoil, but an SEC filing reveals some it held onto.
February 23, 2022
Last ETF Holdout Caves as Capital Group Moves to Launch FundsThe firm is rolling out six actively managed exchange-traded funds that are set to debut on the New York Stock Exchange Thursday.
February 23, 2022
10 Reasons You're Worth Your FeesAdvisors add far more value than a website or an app.
February 18, 2022
Top Index ETFs From 4 Big Asset Managers: 2022To help you choose the best index ETFs for client portfolios, here's a look at popular funds from Vanguard, Schwab and others.
February 18, 2022
Race Is On to Launch Leveraged ETFs for Single Stocks Like TeslaDirexion plans 24 new funds that offer inverse, double the inverse or double the gain on single companies such as Meta Platforms and Tesla.
February 17, 2022
EMoney Advisor Launches New Marketing Features: Tech RoundupFocus Financial teams with CAIS on a customized alternative investments platform.
February 16, 2022
10 Tips for Coaching Your Clients in the Stock MarketIs watching the market a spectator sport? Here's how to help investors get in the game.