Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Research Affiliates CIO Raises Private Credit Concerns
By Dinah Wisenberg BrinQue Nguyen, the investment firm's head of equity strategies, also says AI could be in the early bubble stage.
July 12, 2024
S&P 500 Climbs as 90% of Its Shares Push HigherStocks hit fresh all-time highs as the latest economic data reinforced bets the Federal Reserve will cut rates in September.
July 12, 2024
10 Useful Phrases When Talking Financial PlanningDo you need to refocus your client on the long term? These ideas could bring a moment of clarity.
July 10, 2024
S&P 500 Tops Historic 5,600 Mark as Big Tech SoarsThe options market is betting the S&P 500 Index will move 0.8% in either direction Thursday when CPI data for June is released.
July 09, 2024
Retirees Worry About Security, Bills: NationwideBut the share who have a strategy to protect assets against market risk is growing, Nationwide finds.
July 08, 2024
Salim Ramji Takes Helm as Vanguard CEO as Firm Faces CriticismThe former BlackRock executive will steer an industry leader facing complaints over customer service and new fees.
July 05, 2024
Putting Retirement Portfolios to Work to Produce IncomeAt Morningstar's conference, Christine Benz and others discussed retirement needs and income strategies to meet them.
July 05, 2024
CAIS Cuts Fees, Seeking to 'Democratize' Alternative InvestmentsThe firm, which works with some 34,000 advisors, is cutting fees to as low as 0.05% for feeder investment funds.