Asset Managers

The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.

Pontera Links With New 'Tech-Forward' Recordkeeper in Wake of Fidelity Reversal

September 20, 2024

Pontera Links With New 'Tech-Forward' Recordkeeper in Wake of Fidelity Reversal
The 60/40 Glidepath Is Dead for One Simple Reason

September 19, 2024

The 60/40 Glidepath Is Dead for One Simple Reason
Morningstar Adds Broadridge Securities-Based Lending Tools to Advisor Workstation

September 16, 2024

Morningstar Adds Broadridge Securities-Based Lending Tools to Advisor Workstation
Younger Americans Are Choosing Financial Security Over Parenthood: Survey

September 13, 2024

Younger Americans Are Choosing Financial Security Over Parenthood: Survey
AssetMark Adds Morningstar Wealth as Third-Party Strategist

September 12, 2024

AssetMark Adds Morningstar Wealth as Third-Party Strategist
Meet the Luminaries Class of 2024 Finalists

September 12, 2024

Meet the Luminaries Class of 2024 Finalists
How Advisors Can Help Young Clients Who Lose a Spouse

September 10, 2024

How Advisors Can Help Young Clients Who Lose a Spouse
State Street Launches 3 Active Tech ETFs

September 10, 2024

State Street Launches 3 Active Tech ETFs
Your Client Is Forced to Retire Early. What Should They Do?

September 09, 2024

Your Client Is Forced to Retire Early. What Should They Do?
How a Solo Advisor Can Build a Team and Boost Efficiency

September 05, 2024

How a Solo Advisor Can Build a Team and Boost Efficiency