Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Vanguard Will Now Allow Crypto ETFs on Its Platform
By Emily GraffeoThe fund giant reverses a longstanding position.
November 21, 2025
What Wealthy, and Wealthier, Clients Seek in Alternative InvestmentsHere's how advisors can tailor their offerings to "millionaires next door" and "mid-tier millionaires."
November 18, 2025
Advisors Offer Lots of Services, but Clients Focus on a Few: CerulliThe typical retail investor uses less then half the offerings the average financial professional provides, research finds.
November 17, 2025
World’s 20 Biggest Asset Managers: 2025At year-end 2024, AUM at these giant firms was up 9.4% from a year earlier.
November 14, 2025
LPL Launches Cash Management Account With Banking, Investing FeaturesLPL says the account allows clients to manage uninvested funds more efficiently.
November 11, 2025
Financial Services Needs to Raise Bar on Convenience: Schwab CEORick Wurster noted a "bull market for convenience" and said Schwab would "invest heavily" in making things simpler.
November 11, 2025
Morgan Stanley Starts Research Product Focused on Private FirmsThe bank is joining rivals like JPMorgan Chase and Citigroup as wealthy investors' interest in unlisted startups grows.
November 09, 2025
RIAs Are Refocusing on Organic Growth: CerulliThe shift in priorities comes as M&A activity has become commonplace in the market, the executive poll finds.