Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Meet the 2023 LUMINARIES Winners
By Janet LevauxWe recognized this year's winners at our third annual gala, held Tuesday at Gotham Hall in New York.
November 29, 2023
Advice Industry Needs More Women: Carson GroupUnderrepresentation of women can hurt firms that are not staffed appropriately to meet the clients' changing needs.
November 28, 2023
At Buckingham, CEO Birenbaum Keeps BuildingThe leader of the RIA giant tells ThinkAdvisor which industry trends he's embracing and which he's skipping.
November 21, 2023
Citi Wealth Services Head to Leave After Three DecadesThe shift was announced by newly appointed wealth management chief Andy Sieg, formerly with BofA Merrill.
November 21, 2023
Fidelity International CEO Unexpectedly Steps DownFidelity International assets almost doubled during Anne Richards' tenure to $714.3 billion as of Sept. 30.
November 20, 2023
Citigroup Cuts Over 300 Senior Manager Roles in Latest RestructuringThe cuts are part of the bank's plan to shift from two core operating units to five key businesses, including wealth management.
November 20, 2023
Morgan Stanley Taps Finn to Run $4.8T Wealth UnitLike his supervisor Andy Saperstein and CEO James Gorman, Finn was previously an executive at McKinsey & Co.
November 20, 2023
S&P 500 Rally May Be at Risk After 9.6% Gain in 3 WeeksRick Bensignor, a former Morgan Stanley strategist, suggests trimming exposure by midweek if the gauge nears 4,560.