Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Stifel Adds Ex-Merrill Exec and $1B of His Investment Firm's Assets
By Dinah Wisenberg BrinLaunny Steffens will lead asset management; Stifel will acquire AUM from his firm, Spring Mountain Capital.
September 03, 2025
Vanguard's President Calls for 60% Bond Portfolios. Advisors Are Skeptical.Heeding this advice could lead to "tremendous wealth erosion," Creative Planning CEO Peter Mallouk says.
August 28, 2025
Record Attendance Expected at 2025 Future Proof FestivalMore than 5,000 advisors, wealth managers and other professionals are anticipated to be at the educational and networking event.
August 20, 2025
Could Annuity Issuer Bond Portfolio Groupthink Crash the Market?Insurers with the same asset managers do sync up, but the impact has been small, Fed economists find.
August 18, 2025
JPMorgan Must Face Claims Over Son’s Fleecing of Elderly MomFirms are facing more scrutiny over their responsibility for losses of aging clients with possible cognitive limitations.
August 18, 2025
JPMorgan Chase Bank Sued Over CD Rollover Rate ChangeA high-interest "relationship" certificate of deposit rolls over to a low rate without warning, a customer complains.
August 13, 2025
Here's Who Nailed Calls for a Swift Stocks RecoveryJust two Wall Street forecasters stuck to their bullish outlooks, which turned out to be the right call.
August 12, 2025
3 Ways to Make Asset Transitions That Help Your Clients and Your BusinessHow assets are transitioned can make the difference between client satisfaction and client turnover.