Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Aspiriant Acquires $850M RIA in Silicon Valley, Tops $10B in AUM
By Janet LevauxWith acquisition of RIA Stanford Investment, wealth management firm will have $10 billion in client AUM, says CEO Rob Francais.
November 29, 2016
Insurers investing more in alternatives to boost returnsSS&C survey respondents said they plan to allocate more assets to commercial loans, public equities, mutual funds and non-conventional 'alternatives.'
November 28, 2016
Big Investors Boost Use of Factor Investing StrategiesA study released Monday by Invesco finds that demand for and adoption of factor-based strategies will continue to climb.
November 22, 2016
Top 10 Firms Fee-Based Advisors Are Most Loyal To: Cogent ReportsMutual fund firms with strongest advisor loyalty are much less likely to be dropped.
November 03, 2016
LPL Mum on Possible Sale, Sees No Payout Cuts From DOLThe IBD outlines expected impacts of the new fiduciary rule and shares more details on its more limited fund lineup.
November 03, 2016
World’s 20 Largest Asset ManagersThe share of total assets by the Top 20 managers, who held $33 trillion, fell slightly to 41.6% in 2015.
November 01, 2016
5 Best Asset Managers for Tech-Minded AdvisorsAccording to a report from DST kasina, less than 20% of asset managers provide the detailed performance data that 79% of advisors desire.
October 28, 2016
Asset Managers Bleed $50B as Active-Investing Crisis DeepensAlliance, Franklin and Waddell had biggest quarterly redemptions; investor shift from active to passive funds accelerating.