Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Fidelity to Unveil Revamped Desktop-Trading Platform
By Paige SmithThe new Active Trader Pro will feature faster processing speeds and a refreshed look.
October 04, 2024
Cambria Launches Tax-Aware ETF, With More to ComeThe fund will trade under the ticker TAX and is being offered in partnership with ETF Architect.
October 02, 2024
The Best HSAs for Spending and Investing: MorningstarMorningstar scored major plan providers on fees, interest rates and investment options.
October 01, 2024
Orion Introduces Capital Group ETF PortfoliosThe model portfolios are available via Orion Portfolio Solutions and on Brinker Capital's platform.
October 01, 2024
Texas Stock Exchange Names Nasdaq, NYSE Veterans to Top JobsThe Texas Stock Exchange also hired veterans of the SEC and Schwab.
September 30, 2024
Pre-Retirees and Retirees Prioritize Charitable Giving: SurveyRetirees tend to donate first, then volunteer, while pre-retirees do both in equal measure, Fidelity Charitable found.
September 30, 2024
Wellington Lays Off Dozens of Employees With Voluntary Job CutsThe firm offered "some long-tenured employees" a chance to leave with severance.
September 27, 2024
Stop Your Clients From Letting Election Fears Drive Investment DecisionsClients are worried, says Spuds Powell of Kayne Anderson Rudnick, and a well-delivered reality check can help.