Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
LPL, Raymond James See Strong Recruiting as Profits Weaken
By Janet LevauxThese results came as the industry's overall advisor movement was "down by over 30% from a year ago," said LPL CEO Dan Arnold.
July 17, 2020
Caution Is Fund Managers' Byword in July: BofA SurveyThe share of fund managers calling U.S. tech stocks the "most crowded trade" hit a record.
July 09, 2020
Advisor Group Rolls Out Updated UMA PlatformThe news comes about five months after the group wrapped up its purchase of Ladenburg Thalmann's broker-dealers.
June 29, 2020
U.S. Advisors Expect 7% Asset Growth Over Next 12 Months: SurveyAnd it's not likely coming from market returns. Here's how advisors plan to boost growth this year, according to Natixis.
June 29, 2020
UBS Expands SMAs to Third-Party Asset Managers: Portfolio ProductsAlso, Orion teams with State Street on suite of low-cost model portfolios.
June 25, 2020
3 in 4 Investors Would Recommend Their Advisor: StudyA whopping 77% said their advisor was worth the cost in a new SIFMA/Cerulli Associates study.
June 25, 2020
COVID-19's Impact on This Summer's Events, MoreThis year's Asset Manager of the Year winners are being showcased at the Envestnet Advisor Summit On-Demand.
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.