Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Will Schwab’s New Hybrid Platform Steal Clients From Schwab RIAs?
By Janet LevauxSchwab's new robo-human Intelligent Advisory platform could lure clients away, argues one recruiter, while another disagrees.
March 01, 2017
Buffett Backlash: Fund Execs Criticize Sage’s Grim View of Active InvestingPassive index funds are not necessarily the best investments for all investors at all stages of their lives, some fund professionals argue.
February 22, 2017
Wells Fargo Fires Managers, Denies Bonuses in Account ProbeBank doesnt specify what prompted four managers termination; board may yet release more information, source says.
February 16, 2017
Raymond James Names Top Branch, Complex ManagersThe two honored professionals were picked from more than 240 candidates in the employee-advisor channel.
February 16, 2017
Riskalyze Rolls Out Automated Platform, New Products: Tech UpdateRiskalyze announced a plethora of new products at the Technology Tools for Today conference in Garden Grove, California, on Wednesday.
February 03, 2017
Cash Is No Longer King: BlackRock SurveyInstitutional investors globally look to real assets in 2017.
January 31, 2017
Meet the $2T Exec Behind PIMCO’s TurnaroundJackie Hunt doesnt take credit for the companys first net inflows since 2013 exactly the response youd expect from an accountant.
January 25, 2017
Raymond James Tops Estimates as Profits, Sales RiseThe firm has more than 7,100 reps, $585 billion of assets and growing fee-based revenue.