Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
T. Rowe Cuts Fees on TDFs, Plans New Lineup
By Janet LevauxThe resulting asset-weighted average fee reduction is 6.3 basis points for its TDFs and 4.8 basis points for TDF trusts.
May 20, 2021
BlackRock Strengthens Aladdin Platform's Trading Capabilities: Tech RoundupAlso, AdvisorPeak becomes the first trading and rebalancing platform to be offered on Invent's cloud tech platform.
May 19, 2021
Vanguard to Expand Private Equity AccessThe asset class will first be available to eligible self-directed Vanguard clients who are accredited investors, the asset manager says.
May 18, 2021
Dimon Succession Race Puts 2 Women Ahead of JPMorgan PackA recent leadership overhaul has pushed two women toward the front of the field: Marianne Lake and Jennifer Piepszak.
May 14, 2021
Final Call for Nominations: ThinkAdvisor's LUMINARIES Awards ProgramThere are just few days left to submit your nominations for this pioneering recognition program.
May 14, 2021
Vanguard to Open Texas Base for Advisors, Tech StaffThe Dallas-Fort Worth office will be staffed by employees in the Personal Advisor Services program and others.
May 10, 2021
J.P. Morgan Partners With Nationwide to Launch a Variable AnnuityAlso, 55ip and Principal Financial announce new partnerships with model portfolio providers Fidelity and Wilshire Advisors, respectively.
May 06, 2021
T3 and ScratchWorks Team Up for Fall Conferences: Tech RoundupMeanwhile, Fidelity model portfolios are now available via JPMorgan's 55ip tax-smart investment strategy platform.