Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Meet the LUMINARIES Class of 2023 Finalists
By Janet LevauxOur judging panel is reviewing the list, and the winners will be announced Nov. 28 at our New York gala.
July 11, 2023
Schwab Sweeps $1M-Plus Clients Into New Private Client ServicesThese clients now have access to a dedicated Schwab consultant at no additional cost.
July 10, 2023
1 in 6 Asset, Wealth Managers Likely Gone by 2027: PwCAccording to the survey, 73% of asset managers are considering a strategic consolidation with another asset manager.
July 10, 2023
Bob Doll Warns Against Chasing the Stock Rally"At this point ... we value capital preservation over return maximization as a portfolio goal," the CIO said.
July 06, 2023
Stocks Swoon After Jobs Data Dashes Hopes for Rate Cut"The selloff is driven by the idea that the economy is a freight train that can't be stopped."
July 06, 2023
JPMorgan Strategist Sees Bear Market Over, Notes Stock PicksThe S&P is cheaper than it looks, says global investment strategist Elyse Ausenbaugh.
July 06, 2023
Generali to Take Control of Conning From Cathay LifeMany life and annuity issuers use the firm's research and asset management services.
July 05, 2023
Lazard Fires Head of Financial Advisory Unit for Inappropriate Behavior at PartyLazard's incoming CEO Peter Orszag told staff about the development in an internal memo Sunday.