Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Edelman Appeals After Court Tosses Poaching Claim
By Dinah Wisenberg BrinThe wealth management firm contends that Mariner Wealth Advisors misappropriated trade secrets. A Kansas judge disagreed.
July 01, 2026
How the Fastest-Growing Advisors OutperformThese advisors enjoy a 32% compound annual growth rate, PriceMetrix finds, with the bottom performers averaging 8% annually.
June 30, 2026
AssetMark Reports Voice Phishing AttackThe breach exposed some client and advisor information.
June 26, 2026
Advisors Turned Healthy Profits in 2025, but Client Growth Stagnated: StudyNet new client assets grew only 1.9% for the year, The Ensemble Practice reports.
June 26, 2026
At House of Dimon, Troy Rohrbaugh Makes His Play for the Top JobOn Thursday, Rohrbaugh became the bank's co-president and now leads its sprawling consumer business after Marianne Lake's departure.
June 26, 2026
Morgan Stanley, Goldman Shares Fall on OpenAI 's Possible IPO DelayAmid volatility in technology stocks, OpenAI is now considering going public next year instead of this fall.
June 26, 2026
Nomination Deadline Extended for ThinkAdvisor's 2026 Luminaries AwardsWe're taking nominations through July 7 for firms and individuals demonstrating excellence in financial advisory services, AI, asset management and related fields.
June 25, 2026
JPMorgan's Lake Exits, Setting Up New Race to Succeed DimonThe bank named Troy Rohrbaugh and Doug Petno co-presidents following the abrupt departure of consumer banking chief Marianne Lake.