Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Cathie Wood's Ark Leaving New York for Florida
By Janet LevauxThe firm will open its new headquarters on Nov. 1 in St. Petersburg, which is home to Raymond James and Dynasty Financial.
October 01, 2021
8 New Funds From Top Managers: MorningstarAnalysts screened for open-end, active funds that share a manager with a fund carrying a Morningstar Silver or Gold Analyst Rating.
September 30, 2021
SEC Proposes New Disclosures on Asset Managers' Proxy VotesThe proposed rule would require mutual funds and ETFs to disclose fund votes on shareholder proxies.
September 30, 2021
Franklin Templeton Acquiring O'Shaughnessy Asset ManagementThe deal, whose terms were not disclosed, is expected to close in the fourth quarter.
September 29, 2021
The History of the Financial Planning Profession, Part 1Let's take a look at how the profession has evolved so we can better understand where it's going.
September 28, 2021
SEC Committee Recommends Expanded Access to Private InvestmentsMost retail investors currently lack access to private equity, private debt and private real estate investments.
September 28, 2021
Vanguard Merging Retirement Funds, Cutting Fees, Adding a New OptionThe changes could lower costs for target date fund investors by $190 million, Vanguard says.
September 28, 2021
Fidelity Rolls Out Fractional Share Trading for AdvisorsFractional share trading for stocks and ETFs is now available through Wealthscape,Fidelity's advisor technology platform.