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's RIA Assets Still on a Tear: Q4 Earnings
By Janet LevauxAssets handled by advisors rose 24% from the prior year to $3.74 trillion; net new assets topped $100 billion.
January 13, 2022
Here's What's Ahead for Active ETFs in 2022: CerulliA big gap exists between advisors and asset managers around perceived demand for sustainable ETFs, according to the research group.
January 12, 2022
State Street Says Companies Must Have Women on Their BoardsThe asset manager will only invest in firms that have at least one woman on their boards in the upcoming proxy season.
January 10, 2022
Veteran Equity Strategist Expects a 'Cathartic Upchuck' in 2022Fed tightening and other factors could send the S&P 500 down 10% in the first half of 2022, says Wells Fargo's Chris Harvey.
January 05, 2022
Why Cash Flow Planning Is the Advice Clients WantGeneric retirement planning is no longer the answer.
January 05, 2022
Vanguard Outage Points to Broader Customer Service WoesThe firm's handling of its recent snafu has prompted calls for it to improve communications and boost its tech.
December 30, 2021
Vanguard's Website Problems Are Mostly Fixed. Will They Be Forgotten?While big asset managers often face site outages, this one happened at a critical time for investors facing year-end deadlines.
December 28, 2021
Vanguard Clients Report Website Outages Since ChristmasFor several days, users have complained the site "won't provide account statements or transaction confirmations," says Vanguard watcher Dan Wiener.