Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
RIA Growth Surged in 2024 and Remains a Priority: Schwab
By Michael S. FischerAUM increased by 16.6% while revenue was up by 17.6%, a benchmarking study found.
July 14, 2025
Vanguard Goes Big on Crypto With This InvestmentIt owns about 8% of the Class A common stock of Strategy, which makes large-scale bets on bitcoin.
July 14, 2025
A Conference's Message: To Reach the Next Level, Ask the Right QuestionsAt Affiliated Advisors’ recent Advance gathering, conversations centered on asking "Who?" instead of "How?"
July 14, 2025
Morgan Stanley, Goldman and Wells Fargo to Settle $120M LawsuitThe trio helped Bill Hwang’s $36 billion family office place massive bets on stocks.
July 11, 2025
F2 Strategy Scoops Up Asset Servicing FirmThe deal to buy Aliter Investment Services is the firm's second purchase this year.
July 10, 2025
How to Mitigate Rather Than Magnify Clients’ Retirement WorriesThe best advisors present multiple options for funding retirement, including annuities, and do so without bias.
July 09, 2025
Citigroup, AssetMark to Expand in Charlotte and Add 762 New JobsAssetMark plans to invest $10 million to establish an East Coast hub in Charlotte’s central business district.
July 09, 2025
BlackRock’s Cash-Like ETF Eclipses Infamous Long-Bond TradeOne fund has emerged as a haven for cautious cash holders; the other continues to fall out of favor.