Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Record Attendance Expected at 2025 Future Proof Festival
By John ManganaroMore than 5,000 advisors, wealth managers and other professionals are anticipated to be at the educational and networking event.
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.
July 31, 2025
Goldman Sachs Taps Republican Fixer to Succeed Chief LobbyistGoldman Sachs Group Inc.’s chief global lobbyist, Michael Paese, is moving on after 16 years.