Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Best and Worst 401(k) Plans by Industry
By John ManganaroJudy Diamond Associates' latest report highlights opportunities for financial advisors with business-owner clients.
October 28, 2025
UBS Seeks Broader U.S. Banking License to Boost Wealth BusinessThe firm aims to give wealth clients payment, checking and savings account services, according to a memo.
October 27, 2025
10 Best Fund Families: Morningstar, 2025Out of 150 fund families Morningstar analyzed, only 10 earned the highest Parent rating.
October 24, 2025
10 U.S. Firms With the Most Fund Assets: MorningstarThese investment giants hold 75% of total U.S. fund and ETF assets, according to a new report.
October 21, 2025
Vanguard Adds $1.4T S&P Funds to Investor Proxy ProgramInvestors in the Vanguard 500 Index Fund are set to be part of the firm’s Investor Choice program in 2026.
October 16, 2025
BofA, BNY Sued Over Alleged Ties to Epstein Sex-TraffickingClass-action lawyers accuse Bank of New York of processing $387 million in payments to women trafficked by the financier.
October 14, 2025
What BlackRock's Fink Sees as the 'Next Wave' for Investors"Repotting" traditional assets into digital versions should present a big opportunity, the CEO says.
October 14, 2025
More Investors Feel Confident and Ready to Take Risks: ReportThe share of consumers who say they enjoy thinking about money has surged since 2011, Hearts & Wallets finds.