Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Schwab to Add TDA's Model Market Center to Advisor Platform
By Dinah Wisenberg BrinPlus, Orion announces updates to its Schwab Advisor Services custodial integration at the start of Schwab's Impact event.
October 19, 2023
Citi Fires Personal Banker Over Antisemitic Social Media PostThe employee's post was screenshotted and posted on social media by the non-partisan group Stop Antisemitism.
October 17, 2023
Fidelity Rolls Out Indie Hub to Draw Breakaway AdvisorsJust half of advisors say they're knowledgeable about firm types and independence models, survey data shows.
October 16, 2023
Schwab Adds TD Ameritrade's Thinkorswim to New Trading PlatformThe platform will be offered "alongside extensive trading education and specialized service," the firm said.
October 16, 2023
Schwab Warns of Revenue Drop, Cost BumpFull-year revenue could be 8%-9% lower in 2023 than in 2022, executives said.
October 16, 2023
SEC Won't Appeal Court Decision Paving Way for Grayscale Spot Bitcoin ETFGrayscale has argued that investors would benefit from the conversion of its trust into an exchange traded fund.
October 13, 2023
Capital One Banking Customers Report Missing Deposits, Login IssuesCapital One's customer service account on X said the bank's tech team was working to fix a known issue.
October 13, 2023
17 Best Financial Services Firms to Invest In: MorningstarThese companies have predictable cash flows and solid competitve advantages, according to analysts.