Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Post-Buffett Future for Berkshire in Focus
By Amanda Albright & Isis Almeida"There's no other Warren Buffett. Fortunately they have a wonderful board," said Semper Augustus Investments' head.
May 03, 2024
6 Lessons From Charlie Munger on Investing and BusinessAhead of Berkshire's annual meeting, a board member recalls wisdom from the late vice chairman.
May 03, 2024
Altruist Hits $1.5B Valuation After Latest Funding RoundThe startup custodian for independent RIAs has raised over $450 million total.
May 02, 2024
Vanguard Adds Fees for Some Brokerage ServicesVanguard will charge $25 to buy or sell its ETFs and mutual funds over the phone, with some exceptions.
May 01, 2024
3 Reasons Cash Is King AgainReturns on cash are competitive now, and your clients might have more of it than you think.
May 01, 2024
Schwab Charity Funnels $250M to Right-Wing CausesThe donor-advised fund gave $141 million to a group tied to activist Leonard Leo between mid-2022 and mid-2023.
April 30, 2024
How to Lock In a $14M Estate Tax Exemption Before 2026Families have a range of planning options — and trust limitations — to consider as exclusion amounts change.
April 30, 2024
S&P 500 Falls 1% at End of Worst Month This YearThe S&P 500 broke below 5,100, and is poised to halt a streak of five straight monthly gains.