Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Mercer Acquires $220M Firm in Ohio
By Dinah Wisenberg BrinNorthAvenue Financial Advocates, led by Kristen Moosmiller, adds to Mercer's Women & Wealth practice.
August 26, 2026
Vanguard to Buy Wealth Platform Altruist as It Expands in AdviceVanguard, known mostly for its low-fee index funds, will add Altruist's wealth technology and custody platform.
August 24, 2026
T. Rowe Price to Acquire F/m InvestmentsThe deal with the fixed income and ETF firm will expand capabilities in high-demand areas, an executive says.
August 24, 2026
Kestra Appoints New Head of Wealth ManagementAfter 13 years at BlackRock, Kelly Apple replaces John Amore, who had been promoted to president.
August 20, 2026
Franklin Plans to Push Tokenized Assets Into Traditional FundsThe firm is aiming to use its tokenized money-market fund inside ETFs and mutual funds, after SEC approval.
August 19, 2026
Family Offices Favor Direct Investments Over Hedge Funds and Private Credit: ReportThe shift reinforces a trend FINTRX has been watching, research associate Patrick Galvin says.
August 19, 2026
PRO
What a Home Can and Can't Do in a Client's Retirement PlanHousing should be considered a retirement asset, not an investment, advisors say — and the distinction matters.
August 17, 2026
Carson Group Hires SVP of Business DevelopmentKevin Peterson previously served as senior vice president of sales at Osaic.