Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Capital Group CEO Sees More M&A Coming
By Bernadette Toh and Sheryl Tian Tong LeeMore consolidation is coming as active funds react to being squeezed by passive investment products, says Mike Gitlin.
April 13, 2026
'So Far, So Good': Morningstar on Vanguard Under RamjiThe former BlackRock exec has "been pretty busy compared to past CEOs," analyst Daniel Sotiroff says.
April 13, 2026
Morningstar to Sell Data Aggregator ByAllAccountsThe buyer, Pello Companies, provides fintech startups and growth companies with strategic advisory services and access to investment.
April 10, 2026
Financial Strain Causes Drop in Retirement Savings Rate: StudyAffordability challenges are leading to reduced security for millions of workers, Dayforce research finds.
April 10, 2026
Schwab to Close Downtown Portland BranchBut the firm is also opening new branches in the Oregon city's Slabtown district and suburban Lake Oswego.
April 09, 2026
Goldman Embraces AI's 'Picks and Shovels' With More Capex AheadThere's still lots of opportunity "to compound wealth and growth" in AI's fundamental ecosystems, said Brook Dane.
April 09, 2026
Corient Acquires $5.6M RIAChicago-based Vivaldi Capital Management serves high- and ultra-high-net-worth clients.
April 08, 2026
Rep Violated Reg BI With Structured Note Sales to Retirees: FINRANeither client of Frederick Hohensee had prior experience with the complex investment products, an order states.