Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Anthropic Unveils AI Agents to Tackle Financial Services Tasks
By Shirin GhaffaryThe agents can draft pitch decks for client meetings, review financial statements and escalate cases for compliance reviews.
May 04, 2026
AmeriFlex Rolls Out Succession PlatformThis follows Cambridge Investment Research's January announcement of a strategic minority stake in the advisor-owned hybrid RIA.
May 04, 2026
Bob Doll 'Cautiously Optimistic' on Stock MarketThe Crossmark Global Investments leader favors stocks over bonds and expects modest results in coming months.
May 01, 2026
Cambridge Fined $200K for Failing to Quash UIT TradingA rep's costly recommendations violated Reg BI, a FINRA order states.
May 01, 2026
Leaders Seek to Address 'Big Question Mark' Around Private MarketsAdvisors and investors need more education and also more consistent, transparent reporting, private credit executives say.
April 29, 2026
Vanguard Adds Morningstar Name to Equity Funds Tracking BenchmarksOne analyst questioned how the rebrand benefits the giant asset manager.
April 29, 2026
Fidelity Mandates 5 Days in Office, Ending Hybrid PolicyThe mandate takes effect in September, when the firm will move into new offices in the Boston Seaport District.
April 27, 2026
Ex-Franklin Templeton Analyst Alleges Retaliation Over Fraud AllegationsJordan Strah complains in a lawsuit that the firm dismissed him after he claimed his manager deceived investors.