Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
How to Help Retired Clients Cope With Market Volatility
By Michael SchesslerOnce investors begin taking income from their portfolios, the order in which returns occur becomes critically important.
March 09, 2026
Ritholtz-Affiliated Exhibit A Charts Platform Adds FeaturesUpdates by the RIA include custom-branded commentary ghostwritten by firm exec Ben Carlson.
March 09, 2026
UBS Bonus Pool Rises 10%, Ermotti Pay Unchanged at $19MThe firm brought the current CEO back in 2023 to oversee the government-brokered rescue of Credit Suisse.
March 06, 2026
BlackRock $26B Private Credit Fund Limits WithdrawalsShareholders requested 9.3% of their shares, but management decided to cap the repurchases at 5%.
March 05, 2026
Wells Fargo Free of Consent Orders for First Time in 15 YearsThe Federal Reserve said Thursday that it terminated the last one, which was issued in 2018.
March 05, 2026
Morgan Stanley Lays Off 2,500: ReportsWealth and investment management employees were affected, The Wall Street Journal reported.
March 03, 2026
Double Murder Trial for Former LPL RIA Employee Set for AprilRamy Fahim, formerly of Pence Wealth Management, is charged with killing two men, including a co-worker.
March 03, 2026
Capital Group, KKR Launch First PE Fund for Everyday InvestorsThe firms plan to roll out a fund that combines bets on private companies with U.S. stocks.