Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
DFA Launches Digital SMA Platform, Slashes Minimum Investment
By Bernice NapachThe tech-enabled platform cuts the SMA investment minimum to $500,000 from more than $20 million.
September 17, 2021
Schwab to Raise Fees for Retail Investors Buying Vanguard, Fidelity, Dodge & Cox FundsThe 50% fee hike applies to funds for which Schwab isn't compensated for shareholder servicing expenses.
September 17, 2021
State Street, Invesco in Merger Talks: WSJThe tie-up would be a logical one and could push fund fees even lower, ETF researchers say.
September 16, 2021
Fidelity Pushed for Bitcoin ETF Approval in Private SEC MeetingExecutives including Tom Jessop, president of Fidelity Digital Assets, met with SEC officials in a Sept. 8 video call, filings show.
September 13, 2021
DFA Converts 2 More Active Mutual Funds to ETFsThey are the Dimensional International Value ETF and World ex US Core Equity 2 ETF.
September 13, 2021
Why Vanguard Subadvisor Wellington Is Embracing ESG, Private EquityThey are "well suited" to Wellington Management's active investing approach, says the firm's new CEO, Jean Hynes.
September 13, 2021
Grayscale Gives iCapital Network Advisors Access to Digital CurrencyMore than 6,700 iCapital Network advisors can now invest in crypto through a diversified market-cap weighted investment strategy via Grayscale.
September 10, 2021
15 Best Model Portfolio Series of 2021: MorningstarMorningstar scored the people, process and parent of each model portfolio; fees were a big factor in the ranking.