Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Fidelity Said to Offer Bitcoin Trading Within Weeks
By Matthew LeisingFidelity is targeting only institutional customers for bitcoin trading, according to a person familiar with the matter.
April 28, 2019
Who Are the Top Active Managers of 2019?On May 1, winners of the Envestnet and Investment Advisor Asset Manager Awards will be named during the platform provider's annual advisor conference.
April 22, 2019
Asset Managers Answer the Growing Call for ESG InvestmentsAsset management companies have increased the number of ESG strategies they offer, resulting in an influx of assets.
April 15, 2019
Schwab Beats Estimates as Flows Slow in Advisor Services: Q1 EarningsThe brokerage firm released first-quarter earnings less than three weeks after announcing a new subscription model for some services.
April 05, 2019
Stifel Picks Up 9 Reps With $1.1BStifel's recruiting head says the firm takes advisors "back in time" in a good way.
April 03, 2019
7 Ways to Answer 'How Much Do You Charge?'It sounds like a simple question. There are many ways to answer it.
March 28, 2019
Why Schwab's New Pricing Plan Is a Big DealMark Tibergien, Michael Kitces and others weigh in on how the new subscription model could affect advisors.
March 18, 2019
Passive Market Share to Overtake Active in 2 Years: Moody'sDespite market volatility late last year that should have created more opportunities for active managers, passive flows did not decline.