Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Dani Fava Is Leaving Envestnet
By John ManganaroShe is moving to "a company well-placed to capitalize on emerging industry trends," she said on LinkedIn.
March 19, 2024
Fidelity Customers Report Login TroubleFidelity acknowledged the problem and offered troubleshooting steps.
March 15, 2024
Goldman's CEO Says He's Optimistic About 2024 as Markets ReboundLast year, the bank embarked on one of its biggest rounds of job cuts ever, eliminating 3,200 jobs.
March 15, 2024
Wall Street's Model-Portfolio Boom May Hit $11T by 2028Exchange-traded funds are seen as a key driver of that growth, according to Broadridge's Andrew Guillette.
March 15, 2024
Cetera Approves Bitcoin ETFs for Client PortfoliosThe firm approved four spot bitcoin ETFs and announced resources to help advisors guide clients.
March 14, 2024
JPMorgan Fined $348M for Gaps in Trading SurveillanceThe Federal Reserve said the bank's inadequate monitoring practices occurred between 2014 and 2023.
March 14, 2024
S&P Would Need to Rise 20% to Look Like '90s Bubble: SocGenThat suggests the stock market can continue its sharp advance despite brewing worries that it has run up too far.
March 14, 2024
Schwab Sees Bounce in February ResultsNet new assets surged 114% from January but were down 24% from a year earlier.