Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
The Bulls Are Back: BofA Survey
By Michael S. FischerThe outcome of next year's presidential election popped up as a top tail risk in the monthly fund manager survey.
December 04, 2019
Majority of HNW Managers Use ESG in Portfolios: CerulliOne reason ESG/SRI isn't used across all portfolios: It didn't fit into client investment policy statements.
November 22, 2019
Why Schwab-TD Deal Is About Assets First, Advisors SecondIndustry insiders break down the key reasons for the $26 billion merger and related trends likely to impact RIAs.
November 13, 2019
FOMO Turns Fund Managers Bullish in November: MerrillBig investors are still mainly concerned about a trade war.
November 12, 2019
Wirehouses Warn: 60/40 Asset Allocation Is DeadAt least three major financial firms are warning about the strategy's serious deficiencies for the future.
October 18, 2019
Schwab Gets Positive Feedback on Move to Zero Commissions"Responses from competitors were precisely as we expected," CEO Walt Bettinger says.
October 14, 2019
Pershing to Launch New Investment Manager Portal in Q4Enhanced Manager Gateway is successor to company's Manager Workstation, adding a new user interface.
October 10, 2019
Top Asset Managers Face Declining Interest in Their Brands"Many firms fail to create a compelling brand narrative" Peregrine Communication finds.