Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Americans Divided in Their Views of the Economy: Edward Jones
By Michael S. FischerA new survey examines how economic concerns sway investors' financial decisions.
February 09, 2022
NFL Linebacker and Finance Whiz Shares 2 Big Money Mistakes to AvoidNFL players make many of the same missteps as typical investors, Brandon Copeland of the Atlanta Falcons tells ThinkAdvisor.
February 09, 2022
Advisors Need New Estate and Trust Planning Tools as Demand Surges: SurveyOutdated technologies impede customer experience, Envestnet MoneyGuide says.
February 08, 2022
Can a Reverse Mortgage Crash-Proof Your Client's Retirement?A new study shows they can greatly reduce income volatility, reverse mortgage specialist Phil Walker tells ThinkAdvisor.
February 07, 2022
4 Investment Myths Advisors BelieveSome advisors embrace popular investing misconceptions backed by vague assumptions. Don't be one of them.
February 07, 2022
4 Things Your Financial Planning Software Should DoWhether you're looking for a specific tool or a general CRM, here's what to keep in mind.
February 04, 2022
The $3 Trillion Question: What if Women Invested at the Same Rate as Men?BNY Mellon investigated why they don't — and how those trillions would be invested if they did.
February 04, 2022
Cathie Wood's New Fund Targets Illiquid Assets, Limits ExitsThe closed-end ARK Venture Fund is focused on "disruptive innovation" in harder-to-trade assets, including private companies.