Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
S&P 500 to Hit 5,200 Next Year: Strategist
By Michael MsikaThe target of Oppenheimer's John Stoltzfus implies nearly 13% gains from Friday's close.
December 08, 2023
FINRA Tried to Ban Firm for 60,000% Fee Hike. It's Fighting Back.Alpine and three other firms are challenging FINRA's power in court; the Supreme Court may rule on the matter next year.
December 07, 2023
Treasury Rally on Fed Bets Is Just Getting Started: BofAThe bank forecasts the benchmark yield to end next year at 4.25%, not too far off current levels.
December 07, 2023
Best & Worst Broker-Dealers: Q3 Earnings, 2023The latest earnings included a big loss for one firm, declines for four and stronger results for six.
December 07, 2023
GMO's $8B Fund Is Beating S&P 500One Grantham fund is up roughly 25% even though it avoided two of the benchmark's biggest gainers: Nvidia and Tesla.
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.