Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Vanguard Adds $1.4T S&P Funds to Investor Proxy Program
By Katie GreifeldInvestors in the Vanguard 500 Index Fund are set to be part of the firm’s Investor Choice program in 2026.
October 14, 2025
More Investors Feel Confident and Ready to Take Risks: ReportThe share of consumers who say they enjoy thinking about money has surged since 2011, Hearts & Wallets finds.
October 13, 2025
Strong Q3 Puts Wealth Management Deals in Record TerritoryThe 125 transactions matched a quarterly mark, with year-do-date activity up 44.4% from 2024.
October 10, 2025
Schwab Advisor Network to Boost Client Asset Minimum to $2M"It’s not just a service adjustment; it’s a structural shift," an advisor said.
October 03, 2025
Vanguard Rivals Finally Get Their Hands on Its Tax-Busting Fund DesignAbout 80 competitors are on the brink of adopting ETFs as share classes of their mutual funds, a move that adds tax efficiency.
October 02, 2025
Raymond James Investment Management Launches Its First 3 ETFsThe ETFs aim to provide advisors and investors access to income-focused strategies.
September 30, 2025
RIAs Strive for Efficiency With AI: StudyEighty-five percent of advisors polled reported that technology has increased their businesses’ efficiency, Federated Hermes finds.
September 30, 2025
Private Market Blowups Highlight Perils for Retail InvestorsThese funds "understate" risks and underperform those sold just to the wealthy, says Harvard Law's Ben Bates.