Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Treasury Rally on Fed Bets Is Just Getting Started: BofA
By James HiraiThe bank forecasts the benchmark yield to end next year at 4.25%, not too far off current levels.
December 07, 2023
Vanguard Rolls Out 2 Active Bond ETFsThe new ETFs offer diversified fixed income exposure with low correlation to stocks, the fund giant says.
December 06, 2023
Dimon Would Shut Down Crypto If He Had Government Role"If I was the government, I'd close it down," the JPMorgan Chase CEO said at a Senate hearing Wednesday.
December 06, 2023
Why Financial Planning Beats Asset Management for Client Retention: Jeff DekkoThe CEO of Wealth Enhancement Group talks about building a cohesive culture while growing at breakneck speed.
December 06, 2023
Equitable Joins S&P MidCap 400 IndexMark Pearson, Equitable's CEO, predicted the index listing will increase the company's visibility.
December 05, 2023
Tom James to Leave Raymond James' BoardHe will keep an office at the firm's headquarters "and continue in several advisory roles," the bank says.
December 05, 2023
JPMorgan Retained 90% of First Republic Clients After TakeoverOne executive said the bank should hit its "integration milestones" and expects to "outperform the deal model."
December 04, 2023
Here's What Life and Annuity Issuers Spend on Investment CostsIndividual insurers' expenses range from less than 0.1% to more than 0.4% in data presented to state regulators.