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 Puts Rival Firms on Notice: Fee Wars Will Only Heat Up
By Ivan LevingstonFund giant will continue pushing fees down as it grows: Were going to do it across every product, incoming CEO says.
July 31, 2017
How Edelman Keeps Its Clients Happy (Without Cutting Fees)Edelman Financial's clients range from middle-income to high-net-worth, and fees are 2% for some. CEO Ryan Parker discusses the two keys to the firms growth.
July 31, 2017
Peter Mallouk Wants a Few Good Advisors, With No AssetsPeter Mallouk, president of Creative Planning, tells ThinkAdvisor what he looks for in his wealth managers and why brokers need not apply.
July 28, 2017
More Than 4,000 Expected at LPL Focus in BostonThe conference will feature a women's forum, a volunteer event, a discussion on the future of advice and more.
July 21, 2017
Schwab’s Robo-Related Assets Surge to $19.4B in Q2Meanwhile, TD Ameritrade says its total client assets jumped 20% from last year.
July 20, 2017
If You’re an Asset Manager Embracing Change, the Future Is Bright: CerulliThe traditional distribution model is changing and managers must find ways to stay relevant, according to Cerulli.
July 17, 2017
Institutional Investors’ Allocations to Alts Gather SteamU.S. firms dominate ranks of worlds 100 biggest alternative asset managers
July 14, 2017
How RIAs Are Growing Assets as More Clients Withdraw ThemJon Beatty of Schwab Advisor Services tells ThinkAdvisor what sets the fastest growing firms apart.