Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
SEC to Restructure Regional Offices
By Nicola M. WhiteThe change impacts 10 locations and will become effective April 9.
April 01, 2025
7 Keys to Using Bond LaddersBond laddering is a practical strategy for retirement investing, but there are nuances, Wade Pfau and others say.
March 31, 2025
Wellington Taps Goldman Exec as U.S. Wealth ChiefChristina Kopec Rooney held several leadership positions at Goldman Sachs Asset Management.
March 24, 2025
Vanguard to Launch Multi-Sector Bond ETFThe new active ETF will mirror a Vanguard bond mutual fund.
March 21, 2025
Trump Advisor Calls to End Muni Tax Break“You want to tax the rich? This is a good way to do it,” said Stephen Moore.
March 21, 2025
Schwab to Launch Money Market ETFSchwab will follow BlackRock and Texas Capital into this new ETF niche.
March 20, 2025
Cambridge to Pay $15M Over Revenue Sharing, Wrap Account ConflictsThe firm will pay $10 million in disgorgement, $3 million in interest and a $1.8 million SEC fine.
March 20, 2025
Asset Managers Are Taking On Investors’ Negative View of Annuities: ReportThe stigma is strong among the public and, increasingly, with financial professionals, Cerulli research found.