Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Vanguard's President Calls for 60% Bond Portfolios. Advisors Are Skeptical.
By Dinah Wisenberg BrinHeeding this advice could lead to "tremendous wealth erosion," Creative Planning CEO Peter Mallouk says.
August 18, 2025
JPMorgan Must Face Claims Over Son’s Fleecing of Elderly MomFirms are facing more scrutiny over their responsibility for losses of aging clients with possible cognitive limitations.
August 18, 2025
JPMorgan Chase Bank Sued Over CD Rollover Rate ChangeA high-interest "relationship" certificate of deposit rolls over to a low rate without warning, a customer complains.
August 13, 2025
Here's Who Nailed Calls for a Swift Stocks RecoveryJust two Wall Street forecasters stuck to their bullish outlooks, which turned out to be the right call.
August 12, 2025
3 Ways to Make Asset Transitions That Help Your Clients and Your BusinessHow assets are transitioned can make the difference between client satisfaction and client turnover.
August 04, 2025
Bob Doll to Investors: Wake Up!Current conditions warrant "considerably greater caution than investors are demonstrating," the Crossmark CEO writes.
August 02, 2025
BlackRock, State Street and Vanguard Must Face Antitrust SuitA federal judge in Texas largely denied a request to dismiss a lawsuit claiming they colluded to reduce coal output.
July 31, 2025
Mariner, Other Firms Agree to $25.5M Class Action SettlementThe suit alleges that the Kansas City-based entities conspired to not hire each other's staff in order to stifle pay.