Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Inside Clark Capital's $45B Growth Run
By Dinah Wisenberg BrinMany advisors consider the asset manager, acquired by Raymond James, an extension of their own offices, execs say.
July 15, 2026
9 Talking Points for Clients Who Think Stocks Will Go Up ForeverOften, bull markets feel like they will never end — until, suddenly, they do.
July 14, 2026
PRO
How to Track Life Insurers' 'Payment in Kind' ExposurePIK is no longer about farmers paying off loans with loads of carrots; it's a key health indicator for private credit portfolios.
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
PRO
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.