Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Fund Managers' Bullishness Tapers Off in February: BofA Survey
By Michael S. FischerCoronavirus fears cut into growth estimates and lead to first drop in fund manager expectations since last October.
February 04, 2020
Janney Grabs $273M Father-Son Team From MerrillThe firm also added a former athlete and ex-Morgan Stanley advisor in New Jersey.
January 29, 2020
Riskalyze Adds Reg BI Compliance ToolsRiskalyze has enhanced its Select and Elite products.
January 22, 2020
Fund Managers Remain Cautiously Bullish: BofA SurveyInvestors in the survey expect the S&P 500 to peak at 3,400 in the third quarter.
January 16, 2020
What's Most Important to Global Fund Buyers?Not ESG, apparently, says recent study from Core Data Research.
January 14, 2020
Does the 'Old Boys Club' Still Exist?Researchers look at a bank to see if men have a schmooze network that lets them interact more with powerful men and get more promotions.
January 13, 2020
UMAs Gain Momentum as Powerful Advice ToolsThe next generation of unified managed accounts have capabilities that have the potential to take financial advice to the next level.
December 30, 2019
8 Advisor Resolutions for 2020How to strengthen your client relationships in the new year.