Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Expect Pre-Election Market Correction: Goldman
By Natalia KniazhevichThe presidential election and its aftermath mean big market swings in the second half of the year, says Scott Rubner.
June 27, 2024
Signature Wealth CEO Embraces 'Opposite' of AI: Concierge ServiceIt's "a little counter-culture to the idea that everyone wants to be efficient and automated," Chip Munn says.
June 26, 2024
Franklin Templeton Now Offers SMAs on UBS PlatformsThe accounts will give UBS advisors access to Franklin Templeton's custom indexing solution for personalized portfolios.
June 26, 2024
BlackRock to Add Private Assets to Model Portfolios for Wealthy ClientsThe firm will work with GeoWealth to offer private equity and debt funds in customized portfolios for financial advisors.
June 25, 2024
Advisors Plan to Boost Clients' Private Equity Holdings: SurveyBlackstone, the alternative asset manager, queried financial professionals participating in its educational programming.
June 25, 2024
World's 20 Biggest Asset Managers: 2024Fourteen of them are based in the U.S., according to ADV Ratings.
June 25, 2024
Vanguard Adds Short-Term Planning to Robo, Hybrid ServicesClients will be able to plan for goals less than 18 months away starting July 9.
June 24, 2024
Morgan Stanley Sued Over Low Interest Rates on Client CashThe wirehouse pays a fraction of what firms like Vanguard pay in similar accounts, the suit says.