Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
UMAs Gain Momentum as Powerful Advice Tools
By Barrett AyersThe next generation of unified managed accounts have capabilities that have the potential to take financial advice to the next level.
December 16, 2019
The Missing Element in the Asset Allocation Story: Location, Location, LocationThe "who, what and where" of an asset's location plays a role in wealth-building and asset protection that is often overlooked.
December 05, 2019
Revised FSOC Approach on SIFIs Takes Heat off of Asset ManagersIndustry groups applauded the change.
December 04, 2019
Majority of HNW Managers Use ESG in Portfolios: CerulliOne reason ESG/SRI isn't used across all portfolios: It didn't fit into client investment policy statements.
November 22, 2019
Why Schwab-TD Deal Is About Assets First, Advisors SecondIndustry insiders break down the key reasons for the $26 billion merger and related trends likely to impact RIAs.
November 13, 2019
FOMO Turns Fund Managers Bullish in November: MerrillBig investors are still mainly concerned about a trade war.
November 12, 2019
Wirehouses Warn: 60/40 Asset Allocation Is DeadAt least three major financial firms are warning about the strategy's serious deficiencies for the future.
October 18, 2019
Schwab Gets Positive Feedback on Move to Zero Commissions"Responses from competitors were precisely as we expected," CEO Walt Bettinger says.