Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Why BofA Is Bearish on Markets and Sees 'Rates Shock' Coming in '22
By Nikos ChrysolorasStrategists also share recommendations, like taking long positions in certain sectors, the U.S. dollar and real assets.
November 20, 2021
UBS Names Ex-Morgan Stanley President as ChairmanColm Kelleher, 64, will stand for election to succeed Axel Weber at the Swiss firm's annual meeting in April.
November 17, 2021
Clients Want Tax-Smart Advice, and Most Aren't Getting It: OrionOnly 20% of advisors employ ongoing, automated tax management, according to a survey commissioned by Orion Advisor Solutions.
November 17, 2021
Goldman's Solomon Says Market Greed Is Now Outpacing FearIf interest rates move up that "will take some of the exuberance out of certain markets," Goldman Sachs' CEO said.
November 16, 2021
Vanguard Adds 5 Active Equity Funds to Personal Advisor ServicesIt's a "180-degree turn" for the passive giant, Vanguard watcher Dan Weiner says; Michael Kitces questions the choice of proprietary funds.
November 15, 2021
Third Bitcoin Futures ETF, DFA Bond ETFs to Hit Market TuesdayVanEck Bitcoin Strategy ETF (XBTF) is cheaper than the two Bitcoin futures ETFs already trading.
November 12, 2021
What's in an Investor's Best Interest? Depends on Who You Ask: Dalbar"Best interest" as defined by advisors is not in sync with investors' priorities, the analysis found.
November 05, 2021
Beware of Index Funds' Dominance: AuthorRobin Wigglesworth says BlackRock, Vanguard and State Street could someday control most voting shares of the world's largest firms.