Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Wells Fargo Customers Report Tech Glitch
By Dinah Wisenberg BrinOne Downdetector user said the bank's app worked but wasn't showing a direct deposit.
March 26, 2026
Corebridge and Equitable Agree to $22B All-Stock MergerThe combined business would take the Equitable name and have $1.5 trillion in assets.
March 25, 2026
Should Clients Take RMDs Early in the Year or Wait?Timing doesn't affect the amount that must be withdrawn, but both approaches have benefits and drawbacks.
March 24, 2026
Victory Capital Pulls Janus Henderson Offer, Ending Bidding WarThe move comes after Trian Fund Management and General Catalyst raised their offer to $52 a share.
March 24, 2026
Sex Workers as Advice Clients: Nontraditional Livelihoods, Familiar Financial NeedsWith Stripper Financial Planning, Lindsey Swanson serves a market niche that skews younger and faces inherent challenges.
March 20, 2026
UBS Gets Final Nod for U.S. Bank License Amid Growth PushThe wirehouse is planning to expand offerings for wealth clients to include payments, checking and savings account services.
March 19, 2026
JPMorgan Taps Dwyane Wade, Tom Brady to Help Guide Athletes' Financial LivesWade chairs the new nine-member "athlete council."
March 18, 2026
Best & Worst Wealth Management Firms Ranked by Investors: JD Power, 2026Trust in new fintech brands rose, but so did young, affluent DIY investors' desire for professional advice.