Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Orion Adds Fractional Trading for Advisors Who Custody at Schwab
By Dinah Wisenberg BrinImplementing client models to the dollar can help advisors manage portfolios more precisely, the wealthtech firm says.
July 31, 2026
LPL Debuts Unified Tech PlatformA core asset of LPL Latitude is Cyan, LPL's AI agent, which is set to launch later this year.
July 30, 2026
One Group of Private Assets Is on the Cusp of Significant Growth: CerulliThis trend underscores the need for firms to develop strategic partnerships to attract advisor-intermediated assets, research finds.
July 30, 2026
Mercer Debuts New Version of AI-Powered EcosystemAspen 2.0 is now deployed across the RIA's more than 1,100 wealth professionals.
July 29, 2026
UBS Starts $3B Buyback Plan on Strong Q2 ResultsIts Americas wealth business posted net inflows of $1 billion, even after a $10 billion outflow related to the U.S. tax season.
July 29, 2026
Vanguard Reportedly Sent Erroneous RMD Emails to ClientsThe giant asset manager has been addressing its tech issues, an analyst says, but the work isn't done.
July 28, 2026
5 Mistakes to Avoid With Asset LocationWhere assets are held — in taxable, tax deferred or tax-free accounts — really matters.
July 27, 2026
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How a Windfall Can Become a 'Family Destroyer'David Siegel's client won a $2.6 million settlement after taking fen-phen. Doctors gave her five years to live.