Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Schwab Sees Upside From Market Mayhem
By Janet LevauxNet new assets grew, and daily average trades rose 24% from a year ago.
April 02, 2025
SEC to Restructure Regional OfficesThe change impacts 10 locations and will become effective April 9.
April 01, 2025
DFA Updates ETF Share Class Application After 'Productive' SEC TalksThe agency's acting chair said he was prioritizing review of applications for the Vanguard-style arrangement.
April 01, 2025
BlackRock In-Plan Annuity Program Added 200K Participants in Its First YearThe asset manager's chairman and CEO, Larry Fink, put the number in his annual letter to investors.
April 01, 2025
7 Keys to Using Bond LaddersBond laddering is a practical strategy for retirement investing, but there are nuances, Wade Pfau and others say.
March 31, 2025
Wellington Taps Goldman Exec as U.S. Wealth ChiefChristina Kopec Rooney held several leadership positions at Goldman Sachs Asset Management.
March 24, 2025
Vanguard to Launch Multi-Sector Bond ETFThe new active ETF will mirror a Vanguard bond mutual fund.
March 21, 2025
Trump Advisor Calls to End Muni Tax Break“You want to tax the rich? This is a good way to do it,” said Stephen Moore.