Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Morningstar Launches Direct Indexing Investment Offering
By Jeff BermanThe offering, part of a growing industry trend, allows portfolios to be tailored to each investor's needs.
October 27, 2022
Pitchfork-Wielding Climate Activists Protest at BlackRock HeadquartersProtesters reportedly dumped coal on an escalator; police arrested 10 people.
October 27, 2022
Credit Suisse Posts $4B Loss Ahead of Crucial RevampThe firm also plans to cut thousands of jobs as it looks to put an end to years of scandals and management missteps.
October 27, 2022
Capital Group's $3B ETF Run Spawns 3 New Bond FundsInflows into fixed-income ETFs nearly doubled in the past week to more than $9 billion, according to Bloomberg.
October 25, 2022
Why It's Time to Really Engage With ClientsThere are some exciting and powerful ways advisors can connect with clients and their assets today, explains one wealth-management veteran.
October 25, 2022
The 4 Tiers of Value Advisors Provide to ClientsEQ, not IQ, is the key to rising to higher tiers, Fidelity's Michael Durbin says.
October 24, 2022
Palace Intrigue at UBS Pits CEO Against a Rising StarA look at the complicated relationship between UBS Wealth Boss Iqbal Khan and tech-savvy CEO Ralph Hamers.
October 24, 2022
Fidelity Rolls Out Institutional Custom SMAsFidelity's RIA clients should have access to the direct indexing SMA services in early 2023.