Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Strong Q3 Puts Wealth Management Deals in Record Territory
By Michael S. FischerThe 125 transactions matched a quarterly mark, with year-do-date activity up 44.4% from 2024.
October 02, 2025
Raymond James Investment Management Launches Its First 3 ETFsThe ETFs aim to provide advisors and investors access to income-focused strategies.
September 30, 2025
RIAs Strive for Efficiency With AI: StudyEighty-five percent of advisors polled reported that technology has increased their businesses’ efficiency, Federated Hermes finds.
September 30, 2025
Private Market Blowups Highlight Perils for Retail InvestorsThese funds "understate" risks and underperform those sold just to the wealthy, says Harvard Law's Ben Bates.
September 30, 2025
Vanguard Weighs Allowing Crypto ETF TradingThe move would give more than than 50 million investors, with some $11 trillion, easier access to digital assets.
September 22, 2025
How to Get Retirement Spending Guardrails RightOversimplifying the process could lead clients to make dramatic, unnecessary spending cuts, researcher Derek Tharp suggests.
September 18, 2025
Kevin Jestice to Lead Nationwide Retirement PlansThe new head of the unit is a Vanguard alum who has been overseeing a $77 billion investment advisory business.
September 18, 2025
Top Goldman U.S. Stock Strategist to RetireDavid Kostin will depart at year-end, after more than three decades with the investment bank.