Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
UBS Adds Third-Party Model Portfolios to No-Manager-Fee SMA Offering
By Jeff BermanUBS Wealth Management clients will now have access to model strategies from BlackRock, JPMorgan and other asset managers.
April 28, 2021
Fidelity Takes In-House Securities Lending Platform to the Broader MarketFidelity Agency Lending offers outside institutions what Fidelity has essentially been doing for its own funds since mid-2019.
April 27, 2021
Best Firms for Self-Directed Investors: J.D. Power — 2021The research group measured customer satisfaction among both DIY investors and those who occasionally seek guidance.
April 26, 2021
Why Family Offices Are in SEC's CrosshairsIndustry officials weigh in on the Archegos meltdown, along with a review of a family office rule that's already on the regulatory agenda.
April 23, 2021
Meet the Judges for Our New Awards ProgramHere are the 13 industry VIPs selecting the 2021 winners of our new awards program, The ThinkAdvisor LUMINARIES.
April 21, 2021
Financial Institutions Form Global Alliance to Fight Climate ChangeAmong its 160 members are BlackRock, Vanguard, Bank of America, Morgan Stanley, Invesco and Citi.
April 21, 2021
Putnam Names Next Head of Institutional ManagementKaitlin M. May will take over on July 1, when current head Jeffrey L. Gould retires.
April 14, 2021
Financial Firms, CEOs Assert Americans' Right to Vote in New York Times AdAmong the signatories were Mellody Hobson and John W. Rogers, Jr., the co-CEOs of Ariel Investments, Warren Buffett and BlackRock CEO Larry Fink.