Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Schwab Readies $5 Block-Trade Fee
By Dinah Wisenberg BrinSchwab Advisor Services' per-account charge for certain trades, effective March 2, could affect advisors' bottom line.
January 30, 2026
Jeff Levine Calls Tax-Planning Gap Report an 'Indictment' of Advisor IndustryThe self-professed tax nerd says he was disappointed by the results of a recent BlackRock survey.
January 30, 2026
STRATxAI Taps Scott MacKillop for Advisory BoardThe founder of First Ascent Asset Management is widely recognized as a pioneer in the TAMP industry.
January 30, 2026
BNY Shuffles Leadership to Boost Wealth Solutions BusinessGlobal markets head Adam Vos will lead wealth solutions at BNY.
January 29, 2026
BlackRock, Partners Group Debut Private-Asset Accounts for Wealthy InvestorsThe asset managers have begun selling a new separately managed account through Morgan Stanley's wealth platform.
January 28, 2026
5 Steps to Help Clients Through Retirement DecumulationAs investors move from their working years, the planning challenge changes dramatically — and so do the risks.
January 28, 2026
Fidelity Investments to Launch Stablecoin in Coming WeeksThe digital assets have grown in popularity since July's passage of the first federal regulatory framework for stablecoin issuers.
January 27, 2026
Fidelity Contrafund Legend Danoff to Retire After 10,500% RunHe was mentored by storied Fidelity stock-picker Peter Lynch, after joining Fidelity in 1986.