Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Advyzon Taps Schwab Veteran to Lead New Unit
By Dinah Wisenberg BrinKartik Srinivasan will focus on developing offerings that cater to the growing needs of advisors serving more complex clients.
March 04, 2024
BofA Raises S&P 500 Target"Bull markets end with euphoria — we're not there yet," Savita Subramanian writes.
March 01, 2024
Here's What Separates 'Somewhat' and 'Very' Satisfied ClientsThe most successful advisors function as mentors and support systems for their clients.
February 29, 2024
Vanguard CEO to Step Down by Year-EndAlso, Chief Investment Officer Greg Davis has been appointed to the additional role of president, effective immediately.
February 29, 2024
Merrill, Wells Fargo Offer Bitcoin ETFs for ClientsUBS is offering bitcoin ETFs to some clients on an unsolicited basis; Morgan Stanley is reviewing a move to add them to its platform.
February 29, 2024
10 Best Robo-Advisors: Q4 2023Robos have taken some hits recently over weak profits and regulatory woes, Condor Capital reports.
February 27, 2024
Wells Fargo Names JPMorgan Veteran Its New Vice ChairmanDoug Braunstein's focus will be on expanding the bank's corporate finance and advisory businesses and advising senior management.
February 26, 2024
Goldman Promotes Meena Flynn to Co-Lead UHNW PushOverall, the firm wants to boost its private wealth-management results and become less reliant on volatile trading revenue.