Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Revolutionizing Digital Investor & Fund Onboarding
By Kevin O'NeillBringing on new clients can be a headache. Digitization is necessary to help clients and advisors.
January 16, 2019
Fund Managers' Outlook for Growth and Profits Is Bleak: MerrillGlobal fund managers expect near-term secular stagnation, not recession.
December 18, 2018
Target Date Fund Evolution Now Awaiting Tech RevolutionTDFs face growing competition and pose challenges for advisors. Technology can address these issues.
December 13, 2018
Public Asset Managers' Assets Rebounded in Q3: SS&C ReportOutflows accelerated and operating margins declined.
December 04, 2018
ETFs Could Open Door to Subadvisory Opportunities: CerulliActive ETFs are growing, Cerulli reports.
November 29, 2018
CITs Thrive as Investors Demand Lower CostsCollective investment trusts have experienced average growth of more than 8% annually for the last five years, Cerulli reports.
November 29, 2018
Independent BDs Outpace All Others for GrowthA Cerulli report says independents' compound annual growth rate over the last five years "nearly doubled the four wirehouses."
November 28, 2018
He Grew Up Wanting to Be a Financial Planner, but Soon Hated ItTo get out of this rut, Mark Matson decided to start his own fee-based RIA firm.