Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
September 20, 2024
Pontera Links With New 'Tech-Forward' Recordkeeper in Wake of Fidelity ReversalThe new partnership with 401GO will enable financial advisors to be paid directly from 401(k) accounts.
September 19, 2024
The 60/40 Glidepath Is Dead for One Simple ReasonFinancial models assuming clients will live to 85 or 90 are at increasing risk of falling short.
September 16, 2024
Morningstar Adds Broadridge Securities-Based Lending Tools to Advisor WorkstationSecurities-based lending solutions are used by advisors to help address clients' liquidity needs.
September 13, 2024
Younger Americans Are Choosing Financial Security Over Parenthood: SurveyMotivations for remaining childfree include a preference for financial freedom and the inability to afford children, MassMutual found.
September 12, 2024
AssetMark Adds Morningstar Wealth as Third-Party StrategistThis launch will enable financial advisors working with AssetMark to access a range of model portfolios and SMAs.
September 12, 2024
Meet the Luminaries Class of 2024 FinalistsFountainbleu / Las Vegas, NV / December 11. 2024
September 10, 2024
How Advisors Can Help Young Clients Who Lose a SpouseA widow or widower will need compassion, support and care to best manage their financial situation.
September 10, 2024
State Street Launches 3 Active Tech ETFsThe products aim to capitalize on market inefficiencies and digital trends while managing volatility, the firm says.
September 09, 2024
Your Client Is Forced to Retire Early. What Should They Do?If job losses or other unforeseen circumstances happen in later working years, key decisions need to be made.
September 05, 2024
How a Solo Advisor Can Build a Team and Boost EfficiencyAdvisors face the challenge of doing more to meet evolving client demands, and many are joining forces.