Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
6 Predictions for Stocks, Inflation, Economy in 2024
By Dinah Wisenberg BrinWith stock valuations high and inflation staying sticky, here's what investment firms and strategists are expecting.
March 22, 2024
Dani Fava Is Leaving EnvestnetShe is moving to "a company well-placed to capitalize on emerging industry trends," she said on LinkedIn.
March 21, 2024
Citi Taps UBS Exec for Family Office GroupThe move is part of the global banking company's focus on ultra-high-net-worth clients and families.
March 20, 2024
LPL Merges Two Investment Management ProgramsLPL's Strategic Asset Management program is no longer a wrap-fee program.
March 19, 2024
Fidelity Customers Report Login TroubleFidelity acknowledged the problem and offered troubleshooting steps.
March 15, 2024
Goldman's CEO Says He's Optimistic About 2024 as Markets ReboundLast year, the bank embarked on one of its biggest rounds of job cuts ever, eliminating 3,200 jobs.
March 15, 2024
Wall Street's Model-Portfolio Boom May Hit $11T by 2028Exchange-traded funds are seen as a key driver of that growth, according to Broadridge's Andrew Guillette.
March 15, 2024
Cetera Approves Bitcoin ETFs for Client PortfoliosThe firm approved four spot bitcoin ETFs and announced resources to help advisors guide clients.