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 to Launch 2 New Active Bond Funds
By Janet LevauxIt has filed with the SEC to roll out the Vanguard Core-Plus Bond Fund and Vanguard Multi-Sector Income Bond Fund.
July 27, 2021
Financial Planning Boosts Client Satisfaction: StudyThe study also finds that clients are more likely to recommend an advisor who talks to them about values.
July 26, 2021
Wells Fargo Asset Management to Change Name, CEOThe changes are part of GTCR and Reverence Capital Partners' $2.1 billion purchase of the business.
July 23, 2021
Vanguard Names a College President to Its BoardDavid A. Thomas, who has a Ph.D. in psychology, is president of Morehouse College.
July 22, 2021
Schwab Charged for Failure to Stop Lapsed Advisor From Collecting FeesA third-party advisor continued to collect fees from Schwab clients for years after his registration lapsed, Massachusetts regulators said.
July 20, 2021
Trendspotter: Direct Indexing Poised to Hit the MainstreamVanguard, BlackRock and Morgan Stanley have made major deals for direct indexers as investors demand more customization.
July 15, 2021
2021 Is a Huge Year for ETF InvestingVanguard led other asset managers for asset flows in the first half of the year.
July 15, 2021
Strategist Warns of Dot-Com Era 'Bull Trap' in Ark FundCathie Wood's flagship Ark Innovation ETF is up about 19% since mid-May.