Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
5 Challenges Advisors Must Face in the Next Few Years
By Michael S. FischerIndustry professionals are optimistic, Natixis reports, yet volatility and an aging client base offer near-term headwinds.
June 23, 2026
College for Financial Planning Launches Generational Wealth Transfer DesignationTopics include tax and risk management strategies, business succession planning, philanthropy and navigating family dynamics.
June 23, 2026
Mercer Global Advisors Exceeds $100B in Client AssetsThe client assets represent over 42,000 families.
June 22, 2026
Debate: Is This a Good Way to Regulate Retirement Plan Investments?The DOL's new safe harbor proposal would protect plan fiduciaries when they pick investments using a prudent process.
June 18, 2026
AE Wealth Launches Securities-Based Lending SolutionThe new offering by the RIA and wealth management TAMP allows clients to borrow against their eligible investments.
June 17, 2026
FINRA Expels BD Over Reg BI ViolationsThe regulator has also barred Reid & Rudiger's co-founders for excessively trading 20 accounts.
June 17, 2026
$3.5B Team Leaves UBS; $1.2B Advisor Joins FirmBeacon Coast Partners, which serves UHNW individuals and families, is launching an employee-owned RIA.
June 16, 2026
BlackRock Sheds Another 200 Jobs, Adopting Regular Cycle of CutsBlackRock is eliminating nearly 1% of its workforce after trimming headcount three times over the past 18 months.