Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Modern Wealth Acquires $1B Brown & Co.
By Rob BurgessThis is the California-based RIA's second such deal this month.
April 22, 2026
Capital Group CEO Sees More M&A ComingMore consolidation is coming as active funds react to being squeezed by passive investment products, says Mike Gitlin.
April 15, 2026
Mark Mobius, Emerging Markets Investing Pioneer, Dies at 89In his 30-plus years with Franklin Templeton, he focused on money-making opportunities in spots like Asia and Latin America.
April 15, 2026
Why Trusts Matter More Than You ThinkAsk not whether clients are "rich enough" for a trust, but whether they're prepared for the future they're building.
April 13, 2026
'So Far, So Good': Morningstar on Vanguard Under RamjiThe former BlackRock exec has "been pretty busy compared to past CEOs," analyst Daniel Sotiroff says.
April 13, 2026
Morningstar to Sell Data Aggregator ByAllAccountsThe buyer, Pello Companies, provides fintech startups and growth companies with strategic advisory services and access to investment.
April 10, 2026
Financial Strain Causes Drop in Retirement Savings Rate: StudyAffordability challenges are leading to reduced security for millions of workers, Dayforce research finds.
April 10, 2026
Schwab to Close Downtown Portland BranchBut the firm is also opening new branches in the Oregon city's Slabtown district and suburban Lake Oswego.