Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Carlyle, State Street Consider Partnership to Tap Retail Wealth
By Loukia Gyftopoulou and Dawn LimA potential tie-up would create a product that would combine public and private markets for individual investors.
April 23, 2025
Robinhood's New Robo Takes Cues From High-Touch Wealth Management"I felt there was a gap in the market," says Stephanie Guild, a J.P. Morgan Private Bank veteran.
April 22, 2025
Vanguard CEO Says U.S. Exceptionalism ‘Absolutely’ Hasn’t PeakedSalim Ramji countered the view that U.S. dominance in investments is ending.
April 21, 2025
Morgan Stanley to Launch New E-Trade PlatformThe platform will rival Schwab’s Thinkorswim and Robinhood’s Legend when it gets rolled out in June.
April 21, 2025
These ETFs Are Sucking Up Money as Investors Seek SafetyIn April, some $18 billion has flowed into funds tracking ultra-short Treasurys, low-volatility stocks and gold.
April 18, 2025
Blackstone to Debut Credit Fund for Retail Investors in MayThe Private Multi-Asset Credit and Income Fund will first be sold to investors through advisors.
April 18, 2025
Schwab and Others Bet on Tax-Savvy ETFsAt stake is a fund model patented by Vanguard that helped it save clients billions on taxes.
April 17, 2025
Schwab Sees Upside From Market MayhemNet new assets grew, and daily average trades rose 24% from a year ago.