Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
3 Steps to Better Green Investing
By Robert SherHere's what investors and the advisors who serve them can do as they explore this asset class, especially renewable energy.
March 24, 2020
Moody's Cuts Asset Managers' Outlook to NegativeThe downgrade reflects the growing economic and market upheavals caused by the COVID-19 pandemic.
March 03, 2020
Broadridge CEO Sees Little Impact From Morgan Stanley, E-Trade DealClient consolidation in general is expected to have very little effect on the firm's business, he says.
February 19, 2020
Fund Managers' Bullishness Tapers Off in February: BofA SurveyCoronavirus fears cut into growth estimates and lead to first drop in fund manager expectations since last October.
February 18, 2020
Franklin to Buy Legg Mason in $4.5B DealCombined, the two asset managers should have about $1.5 trillion in assets under management.
February 04, 2020
12 Timely Topics for Client ConversationsWant to call and check in with your clients? Here are some low-pressure, yet valuable, subjects to discuss.
February 04, 2020
Janney Grabs $273M Father-Son Team From MerrillThe firm also added a former athlete and ex-Morgan Stanley advisor in New Jersey.
January 29, 2020
Riskalyze Adds Reg BI Compliance ToolsRiskalyze has enhanced its Select and Elite products.