Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
3 Misconceptions About 60/40 Portfolios: Vanguard
By Dinah Wisenberg BrinTwo of the misconceptions about 60/40 portfolios deal with execution, while the other is fundamental.
July 26, 2023
Schwab Retirement Unit Wants to Expand Deferred Comp ServicesThe new capabilities will be launched in partnership with Newport, which has decades of experience in the deferred comp arena.
July 26, 2023
Elon Musk Wants Twitter to Take On Jamie DimonMusk sees Twitter becoming a financial services hub. But history suggests he faces an uphill battle.
July 25, 2023
Top 10 ETF 'Power Users' Among RIAsOne RIA dwarfs all others in terms of assets under management in ETFs, according to RIA Database.
July 20, 2023
Portfolio Manager Barry Gilbert Leaves LPL for Carson GroupAfter 10 years at the firm, the asset allocation strategist follows three other LPL veterans.
July 20, 2023
Merger Rules Get Tougher in Crackdown by Antitrust EnforcersThe changes come on the heels of several bruising defeats for the government in blocking vertical mergers.
July 19, 2023
Constellation Launches AuguStar Annuity BusinessThe company has Canadian pension fund backing and Ohio National's old operations.
July 19, 2023
Nassau Financial Forms $8.4B Specialty Credit ArmThe business will invest in the "performing and opportunistic" loan and bond markets.