Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Here's What Separates 'Somewhat' and 'Very' Satisfied Clients
By Matt SommerThe most successful advisors function as mentors and support systems for their clients.
February 29, 2024
10 Best Robo-Advisors: Q4 2023Robos have taken some hits recently over weak profits and regulatory woes, Condor Capital reports.
February 27, 2024
Wells Fargo Names JPMorgan Veteran Its New Vice ChairmanDoug Braunstein's focus will be on expanding the bank's corporate finance and advisory businesses and advising senior management.
February 26, 2024
Goldman Promotes Meena Flynn to Co-Lead UHNW PushOverall, the firm wants to boost its private wealth-management results and become less reliant on volatile trading revenue.
February 26, 2024
Berkshire Inches Toward $1T ValuationThe conglomerate just posted higher operating earnings thanks to a jump in insurance underwriting profits and investment income.
February 23, 2024
Wells Fargo Adds Role to Boost Growth in FiNet, First ClearingErik Karanik, who joined the bank in 1990, now leads Independent Solutions for its Wealth & Investment Management unit.
February 22, 2024
She Was Set to Break Goldman's Glass Ceiling. Now Beth Hammack Is LeavingNow, only one woman is in charge of one of the bank's three units; she leads Platform Solutions, which is being dismantled.
February 22, 2024
Stocks Around the World Are Swept Up in AI Rally"Few things are more certain than death, taxes, and Nvidia beats on earnings," said Ryan Detrick of Carson Group.