Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
AmeriFlex Rolls Out Succession Platform
By Rob BurgessThis follows Cambridge Investment Research's January announcement of a strategic minority stake in the advisor-owned hybrid RIA.
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.
April 24, 2026
Modern Wealth Acquires $1B Brown & Co.This is the California-based RIA's second such deal this month.
April 23, 2026
Hightower to Acquire $9.5B Bahnsen GroupThe wealth management practice is based in California and has seen over 30% annual organic growth.
April 23, 2026
The Key to Seamless Protection for Ultra-Wealthy ClientsWealth managers need to design comprehensive risk strategies to safeguard clients across their full spectrum of assets.