Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Challenging the 4% Rule, Blanchett Boosts 'Guided' Spending Rates
By Dinah Wisenberg BrinWith a flexible approach, retirees could draw much more from portfolios, the Prudential researcher's report says.
July 13, 2026
How to Help Clients Fund the Retirement Life They Truly WantThe gap between what clients say they want and what they need is where most retirement conversations go wrong.
July 09, 2026
Envestnet, Vanguard Team Up to Help Advisors Boost Tax EfficiencyVanguard's Advisor's Alpha framework is now available on Envestnet's wealth platform.
July 08, 2026
Vanguard Personal Wealth Seeks Head of Digital AssetsWhile this executive will lead strategy, the investment giant suggests that the move doesn't signal shifting policy.
July 08, 2026
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How an HNW Advisor Engineers Tax AlphaShort-sighted tax strategies can come back to bite clients later, Ryan Fleischer tells ThinkAdvisor.
July 07, 2026
Edelman Appeals After Court Tosses Poaching ClaimThe wealth management firm contends that Mariner Wealth Advisors misappropriated trade secrets. A Kansas judge disagreed.
July 07, 2026
'A Slap in the Face': Groups Urge SEC to Keep Quarterly ReportingBetter Markets and CFA Institute suggest that the agency should reconsider allowing semiannual updates by publicly traded companies.
July 06, 2026
12 Countries With the Most Millionaires: 2026The world's millionaire population grew by 1.5% in 2025, UBS reports, corresponding to nearly 1 million new millionaires.