Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Dimon Succession Race Puts 2 Women Ahead of JPMorgan Pack
By Hannah Levitt and Sridhar NatarajanA recent leadership overhaul has pushed two women toward the front of the field: Marianne Lake and Jennifer Piepszak.
May 10, 2021
J.P. Morgan Partners With Nationwide to Launch a Variable AnnuityAlso, 55ip and Principal Financial announce new partnerships with model portfolio providers Fidelity and Wilshire Advisors, respectively.
May 06, 2021
T3 and ScratchWorks Team Up for Fall Conferences: Tech RoundupMeanwhile, Fidelity model portfolios are now available via JPMorgan's 55ip tax-smart investment strategy platform.
May 05, 2021
UBS Adds Third-Party Model Portfolios to No-Manager-Fee SMA OfferingUBS Wealth Management clients will now have access to model strategies from BlackRock, JPMorgan and other asset managers.
May 05, 2021
Fidelity's AUM Grew 35% in Q1 as New Accounts DoubledTotal assets under administration grew even faster; nearly 40% of new accounts were opened by investors 35 or younger.
May 03, 2021
LUMINARIES FAQ: How to Participate in ThinkAdvisor's New Awards ProgramThere are two weeks left to nominate advisors and firms for our new, pioneering recognition program. Here's what you need to know.
April 28, 2021
Fidelity Takes In-House Securities Lending Platform to the Broader MarketFidelity Agency Lending offers outside institutions what Fidelity has essentially been doing for its own funds since mid-2019.
April 27, 2021
Best Firms for Self-Directed Investors: J.D. Power — 2021The research group measured customer satisfaction among both DIY investors and those who occasionally seek guidance.