Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Advisor Makes Case for Dividend Growth as an Income Strategy
By Jane Wollman Rusoff"When you're only withdrawing from the fruit of the tree ... you're not going to run out of tree," David Bahnsen maintains.
September 02, 2026
Merit Names LPL, UBS Veteran to New Tech Chief PostJohn Rajes joins amid rapid growth for the firm, which recently completed its 61st acquisition.
September 02, 2026
Meet the Luminaries Class of 2026 FinalistsMore than 380 financial services firms and groups are being recognized for exemplary leadership, innovation and community impact.
September 01, 2026
Orion Adds BlackRock, Fidelity and Vanguard to Tailored Allocation PortfoliosThe strategies enable advisors to gradually migrate assets for clients with concentrated positions or tax sensitivities into model portfolios.
September 01, 2026
Sowell Management Launches Advanced Planning GroupBill Sowell says the group will play an important role on the new Cache River Private Wealth platform.
August 31, 2026
$2.1B Team Splits From LPL, Joins CeteraCalifornia-based Sierra Ridge Advisor Group leaves LPL after just 13 months and plans to launch an RIA.
August 31, 2026
This Tax-Saving Strategy Is Going Strong Despite Schwab, Fidelity CurbsTax-aware long-short SMAs, which anticipate stock gains and losses, feature borrowing and short-selling.
August 31, 2026
What's Next for RIAs?Join us Sept. 23 as Will Trout of Datos Insights breaks down the Vanguard-Altruist deal, Schwab's new long-short minimums and more.