Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
10 Best Robo-Advisors: Q4 2021
By Jeff BermanBackend Benchmarking's ranking includes both qualitative factors and performance metrics.
March 01, 2022
Bill Gross: Lingering Inflation Should Make Investors Think TwiceThe PIMCO co-founder also speaks out on his exit from the firm, move to Janus, Cathie Wood's ARK and more in a self-published book.
February 28, 2022
No, Your Client Won't Ditch You for a Robot: Vanguard SurveyMore than 90% of clients with a human advisor said they wouldn't go digital-only, researchers found.
February 25, 2022
Model Portfolios Aren't Winning Over New Advisors: SurveyTheir recent growth is mainly heavier use by existing customers, according to new data from Escalent.
February 24, 2022
Gundlach Moves $134B DoubleLine Unit to Tax-Free FloridaDoubleLine Capital has moved its "principal office" to Tampa, Florida, from Glendale, California, according to a recent regulatory filing.
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.