Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
UBS Expands SMAs to Third-Party Asset Managers: Portfolio Products
By Jeff BermanAlso, Orion teams with State Street on suite of low-cost model portfolios.
June 25, 2020
Asset Managers and Strategists of the Year 2020: Shining in Exceptional TimesWe spotlight Envestnet portfolio managers with strategies that produce consistently strong results.
June 23, 2020
Investors Have Power to Change Board's Policies on Race: Morningstar ExpertsTwo Morningstar sustainable research experts weigh in.
June 18, 2020
LPL Gives Advisors More Tech-Based Help ServicesSeparately, LaSalle St. rolls out a fund and annuity help desk, so advisors can service clients' "held away" assets.
June 04, 2020
Coronavirus Crisis Is Putting Client Relationships to the Test: McKinseyAdvisors who devote more time to clients are likelier to retain them through the downturn, the consultancy says.
May 29, 2020
529 Plans Suffered in Q1 but Continue to EvolveThese plans were hit hard due not only to stock exposure but also to some riskier bond holdings, according to Morningstar.
May 29, 2020
SEC Will Verify Asset Managers' ESG Investment StrategiesBut what, precisely, it means to employ an ESG investment strategy can be difficult to determine with any certainty.
May 27, 2020
How Asset Managers Are Addressing the Threat of Negative YieldsIt may never happen, but that hasn't stopped firms from taking preemptive steps.