Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Dalio, BlackRock Join Donor List for Trump Accounts
By Caitlin Reilly and Silla BrushA growing list of companies and wealthy individuals are putting money into the program.
December 11, 2025
Transamerica's Dutch Parent to Move Headquarters to U.S. by 2028Aegon would change its own name to Transamerica and make Delaware its corporate home.
December 11, 2025
Fidelity Go Offers Tax-Loss Harvesting for Higher-Balance AccountsThe feature is available to clients with taxable robo-advisor account balances of at least $25,000.
December 10, 2025
Wealth Managers Add Services, and Fees, to Meet UHNW Demand: CerulliFirms are adding nontraditional offerings along with business and foundation planning, new research finds.
December 09, 2025
Wealth Managers Add Services, and Fees, to Meet UHNW Demand: CerulliFirms are adding nontraditional offerings along with business and foundation planning, new research finds.
December 08, 2025
How to Ditch Jargon When Talking With ClientsTranslating investment concepts into plain language builds trust, keeps clients confident and supports retention and growth.
December 08, 2025
Berkshire’s Combs Tapped by JPMorgan for Investing, Advisor RoleTodd Combs will also oversee the bank's plan to plow $10 billion into companies that will bolster U.S. economic security.
December 08, 2025
Invesco Teams to Boost Private Equity and Credit OfferingsIt will work with LGT Capital Partners on portfolios of alternative assets for U.S. retail and retirement invesors.