Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
How Active Managers Shine: Envestnet | PMC & Investment Advisor Asset Manager Awards
By Ginger SzalaThis year's award winners will be announced and honored in May at the Envestnet Advisor Summit; winners also will be profiled in the July issue of Investment Advisor.
April 05, 2018
Edward Jones Sued Over Alleged Fee-Based 'Churning Scheme'Four investors say the firm misled them about fees and about Jones' 'preference for investing in proprietary funds.'
March 29, 2018
Cryptocurrency Index Fund Offers Shares to IRAsBitwise Asset Management's HOLD 10 Private Index Fund is now available to IRA accounts that are self-directed by accredited investors.
March 26, 2018
How Can Active Investors Survive in a Passive World? Get SmallInstitutional investors are increasing their allocations to focused strategies, aka concentrated funds.
March 23, 2018
Active Managers Get Cold Shoulder From Institutional InvestorsVanguard is the top passive manager, with others nipping at its heels, Cogent finds.
March 21, 2018
4 TDF Investing Myths: SSGAAccording to SSGA, there's no such thing as a 'passive' target date fund.
March 16, 2018
Want New Clients in Your Neighborhood? Consider SmartAdvisorOnline tool provides vetted client prospects with geo-targeted advisors, without a long-term commitment.
March 13, 2018
Asset and Wealth Managers Poised for Growth, Bracing for DisruptionIndustry execs are overwhelmingly optimistic, but they see paradigm-shattering changes ahead on several fronts, PwC reports.