Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
8 Ivy League Schools’ Endowment Investment Returns, Ranked: 2025
By Michael S. FischerEach institution's performance improved year over year, some by several percentage points, and all boosted AUM.
October 30, 2025
UBS Wealth Unit Sees $9B Outflows in the AmericasGlobal wealth inflows of $38 billion, though, were boosted by a strong Asia performance in the third quarter.
October 30, 2025
Best and Worst 401(k) Plans by IndustryJudy Diamond Associates' latest report highlights opportunities for financial advisors with business-owner clients.
October 29, 2025
Citi's Probe of Sieg's Conduct Didn't Include Women Who Complained: ReportThe investigation focused on bullying and unfair treatment allegations against wealth head Andy Sieg.
October 28, 2025
Cetera Launches Private Wealth Portfolios for Affluent ClientsThe offering provides customizable investment portfolios for HNW investors through Envestnet's private wealth platform.
October 28, 2025
UBS Seeks Broader U.S. Banking License to Boost Wealth BusinessThe firm aims to give wealth clients payment, checking and savings account services, according to a memo.
October 27, 2025
10 Best Fund Families: Morningstar, 2025Out of 150 fund families Morningstar analyzed, only 10 earned the highest Parent rating.
October 24, 2025
10 U.S. Firms With the Most Fund Assets: MorningstarThese investment giants hold 75% of total U.S. fund and ETF assets, according to a new report.