Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Envestnet, Investment Advisor Announce Asset Manager and Strategist of the Year Finalists
By Ginger SzalaMany of these asset managers demonstrate the extra skill it takes to exceed bull market returns.
May 05, 2020
BNY Mellon Adds Natural Language Tech for Asset Managers, Clients: Tech RoundupAlso: Addepar introduces an alternatives Marketplace, and Shareholders Service Group teams with AdvisorPeak.
April 27, 2020
Financial Advisors Speed Up Shift to Holistic Financial PlanningA Broadridge survey finds advisors receptive to support from asset managers and technology.
April 16, 2020
Morgan Stanley Profit Falls 30% on COVID-19 ImpactThe firm has 15,432 advisors, down 36 from Q4'19 and 276 from Q1'19; average yearly fees and commissions are $1.05 million
April 14, 2020
Fund Managers at Highest Cash Levels Since 9/11: BofA SurveyMost fund managers expect a U- or W-shaped recovery, Bank of America Global Research reports.
April 13, 2020
3 Steps to Better Green InvestingHere's what investors and the advisors who serve them can do as they explore this asset class, especially renewable energy.
March 30, 2020
Institutional Investors Maintain Long-Term Positive Outlook: SurveyGreenwich Associates asked them what they'd like to hear from their asset managers amid the COVID-19 outbreak.
March 30, 2020
Managed Futures Aren't for Hedging but for Uncorrelated ReturnsWhen considering options to protect or bolster a portfolio, understand the purpose of the tools available.