Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Caution Is Fund Managers' Byword in July: BofA Survey
By Michael S. FischerThe share of fund managers calling U.S. tech stocks the "most crowded trade" hit a record.
June 29, 2020
UBS Expands SMAs to Third-Party Asset Managers: Portfolio ProductsAlso, Orion teams with State Street on suite of low-cost model portfolios.
June 25, 2020
3 in 4 Investors Would Recommend Their Advisor: StudyA whopping 77% said their advisor was worth the cost in a new SIFMA/Cerulli Associates study.
June 25, 2020
COVID-19's Impact on This Summer's Events, MoreThis year's Asset Manager of the Year winners are being showcased at the Envestnet Advisor Summit On-Demand.
June 25, 2020
Asset Managers and Strategists of the Year 2020: Shining in Exceptional TimesWe spotlight Envestnet portfolio managers with strategies that produce consistently strong results.
June 23, 2020
Investors Have Power to Change Board's Policies on Race: Morningstar ExpertsTwo Morningstar sustainable research experts weigh in.
June 18, 2020
LPL Gives Advisors More Tech-Based Help ServicesSeparately, LaSalle St. rolls out a fund and annuity help desk, so advisors can service clients' "held away" assets.
June 04, 2020
Coronavirus Crisis Is Putting Client Relationships to the Test: McKinseyAdvisors who devote more time to clients are likelier to retain them through the downturn, the consultancy says.