Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Vanguard Plans Miami Expansion
By Kelsey ButlerThe firm also may expand its offshore services in the next 12 to 18 months in places like California and Houston.
December 01, 2025
Goldman Sachs to Pay $2B for ETF IssuerIt's acquiring Innovator Capital, which specializes in defined-outcome funds and has $28 billion in assets.
November 24, 2025
Fidelity Clearing and Custody Exec to DepartRohit Mahna, client growth head, is leaving the asset manager after nearly four years.
November 21, 2025
What Wealthy, and Wealthier, Clients Seek in Alternative InvestmentsHere's how advisors can tailor their offerings to "millionaires next door" and "mid-tier millionaires."
November 18, 2025
Advisors Offer Lots of Services, but Clients Focus on a Few: CerulliThe typical retail investor uses less then half the offerings the average financial professional provides, research finds.
November 17, 2025
World’s 20 Biggest Asset Managers: 2025At year-end 2024, AUM at these giant firms was up 9.4% from a year earlier.
November 14, 2025
LPL Launches Cash Management Account With Banking, Investing FeaturesLPL says the account allows clients to manage uninvested funds more efficiently.
November 11, 2025
Financial Services Needs to Raise Bar on Convenience: Schwab CEORick Wurster noted a "bull market for convenience" and said Schwab would "invest heavily" in making things simpler.