Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
In Pursuit of Excellence: Finalists for Envestnet/IA Asset Manager Awards
By Ginger SzalaSelected from hundreds of active managers, finalists of the 2019 Envestnet Asset Manager Awards overcame some wild markets.
April 15, 2019
Schwab Beats Estimates as Flows Slow in Advisor Services: Q1 EarningsThe brokerage firm released first-quarter earnings less than three weeks after announcing a new subscription model for some services.
April 05, 2019
Stifel Picks Up 9 Reps With $1.1BStifel's recruiting head says the firm takes advisors "back in time" in a good way.
April 03, 2019
7 Ways to Answer 'How Much Do You Charge?'It sounds like a simple question. There are many ways to answer it.
March 28, 2019
Why Schwab's New Pricing Plan Is a Big DealMark Tibergien, Michael Kitces and others weigh in on how the new subscription model could affect advisors.
March 18, 2019
Passive Market Share to Overtake Active in 2 Years: Moody'sDespite market volatility late last year that should have created more opportunities for active managers, passive flows did not decline.
March 11, 2019
Taleb Was Right. We're Still Fooled by RandomnessYou know you shouldn't chase "hot hands" in the fund management industry. This study says you really, really shouldn't.
March 08, 2019
3 Themes to Watch in Alternative Investing: J.P. MorganThe asset manager issued a "Guide to Alternatives" that aims to illuminate a historically opaque asset class.