Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Advisors Miss Big Market Under Their Noses: Children Who Inherit Client's Estate
By Emily ZulzNew research from Cerulli finds only 13% of affluent investors choose to work with the same advisor their parents used.
May 06, 2019
Fidelity Said to Offer Bitcoin Trading Within WeeksFidelity is targeting only institutional customers for bitcoin trading, according to a person familiar with the matter.
May 02, 2019
Envestnet Names Top Asset Managers of 2019The portfolio specialists and strategists outperformed benchmarks and rivals despite volatility of the past year or so.
April 30, 2019
In Pursuit of Excellence: Finalists for Envestnet/IA Asset Manager AwardsSelected from hundreds of active managers, finalists of the 2019 Envestnet Asset Manager Awards overcame some wild markets.
April 28, 2019
Who Are the Top Active Managers of 2019?On May 1, winners of the Envestnet and Investment Advisor Asset Manager Awards will be named during the platform provider's annual advisor conference.
April 22, 2019
Asset Managers Answer the Growing Call for ESG InvestmentsAsset management companies have increased the number of ESG strategies they offer, resulting in an influx of assets.
April 15, 2019
Schwab Beats Estimates as Flows Slow in Advisor Services: Q1 EarningsThe brokerage firm released first-quarter earnings less than three weeks after announcing a new subscription model for some services.
April 05, 2019
Stifel Picks Up 9 Reps With $1.1BStifel's recruiting head says the firm takes advisors "back in time" in a good way.