Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Best & Worst Performing Robo-Advisors in Q1
By Michael S. FischerHere are the top five, and bottom five, performers of the 37 accounts the Robo Report tracks.
May 22, 2024
RIAs See Growth Potential in Clients' Savings Accounts: SurveyMulti-year guaranteed annuities could help advisors attract those assets, Security Benefit and DPL Partners suggest.
May 22, 2024
Massachusetts Risks $1B in Lost Tax Revenue as Rich FleeThe state recently enacted a 4% surcharge on income over $1 million, which generated about $1.8 billion in revenue over nine months.
May 22, 2024
Ex-Nuveen Stock Trader Gets 70 Months for Insider-Trading SchemeHe tipped off an Oregon retiree about the firm's planned trades in stocks in a six-year plot involving over 1,000 trades.
May 22, 2024
Best & Worst Broker-Dealers: Q1 Earnings, 2024Seven large firms reported improved earnings in the first quarter, while profits dropped at four.
May 21, 2024
S&P 500 Wavers Near Record in Run-Up to Nvidia EarningsThe index hovered near 5,315, as market watchers await the chipmaker's latest earnings report, set for tomorrow after the close.
May 21, 2024
State Street Debuts SPDR Portfolio Treasury ETFSPTB provides low-cost exposure to U.S. Treasury securities that mature in a year or longer.
May 21, 2024
Is a Market Melt-Up Coming? Here Are the Risks to Watch: Ed YardeniLooking to the near future, the economist sees two bullish scenarios and one bearish one, he tells ThinkAdvisor.