Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Asset Managers Can Help Advisors With ESG: Cerulli
By Ginger SzalaAdvisors and asset managers need to work together to meet the growing demand for ESG funds, Cerulli says.
May 20, 2019
The 4 Types of Active ManagersThe most desirable type is a rare beast, and the most common one destroys returns.
May 10, 2019
Advisors Miss Big Market Under Their Noses: Children Who Inherit Client's EstateNew research from Cerulli finds only 13% of affluent investors choose to work with the same advisor their parents used.
May 10, 2019
Morningstar Launches ESG Asset Allocation Managed PortfoliosThe ESG managed portfolios are available immediately for advisors whose clients desire sustainable investments
May 07, 2019
Significant Volatility in Q4 'Whipsawed' Corporate DB Plans: CerulliThe CIOs of mid-sized corporate DB plans told Cerulli that their companies cannot stomach such volatility again.
May 06, 2019
Fidelity Said to Offer Bitcoin Trading Within WeeksFidelity is targeting only institutional customers for bitcoin trading, according to a person familiar with the matter.
May 02, 2019
Envestnet Names Top Asset Managers of 2019The portfolio specialists and strategists outperformed benchmarks and rivals despite volatility of the past year or so.
April 30, 2019
In Pursuit of Excellence: Finalists for Envestnet/IA Asset Manager AwardsSelected from hundreds of active managers, finalists of the 2019 Envestnet Asset Manager Awards overcame some wild markets.