Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Ex-Morgan Stanley Rep Suspended Over Transfers From Wife's IRA
By Melanie WaddellFINRA suspended Milwaukee-based Michael J. Schmidt for two months and fined him $5,000.
November 04, 2025
Avoid This Mistake When Deploying AI AgentsAI agents amplify whatever process they are given, whether good or bad, Oasis Group warns wealth managers.
November 04, 2025
Citi’s Family Office Head to DepartFour regional heads now lead the private bank and report to Andy Sieg, who heads Citigroup’s broader wealth business.
November 03, 2025
Show Clients the Benefits of Consolidating Their AssetsBefore clients reduce the number of advisors they work with, they need to see what's in it for them.
November 03, 2025
8 Ivy League Schools’ Endowment Investment Returns, Ranked: 2025Each institution's performance improved year over year, some by several percentage points, and all boosted AUM.
November 03, 2025
Hamilton Lane to Manage Guardian Life’s $5B PE PortfolioAlternative asset managers and life insurers have been increasingly joining forces in recent years
October 31, 2025
JPMorgan Leads $90M Investment in Texas Stock ExchangeThe deal brings the total capital raised for the Dallas-based exchange to more than $250 million.
October 30, 2025
UBS Wealth Unit Sees $9B Outflows in the AmericasGlobal wealth inflows of $38 billion, though, were boosted by a strong Asia performance in the third quarter.