Japan’s Sumitomo Mitsui Financial Group is reportedly exploring a potential purchase of the investment bank.
Fidelity and Franklin Templeton were big winners at the awards, which celebrate the industry’s top funds and fund management firms.
“It's going to be an amazing event,” Brandon Adkins, head of Lipper North America Research at the London Stock Exchange Group, told InvestmentNews.
The Investment Company Institute, SIFMA and other industry groups argue the bipartisan GROWTH Act would end "harmful double-effect" of surprise tax bills.
Big Tech’s rebound, Fed rate-cut hopes and a late-year broadening of the rally weren’t enough to lift the average active manager above index returns.
Study says fund proxy campaigns are increasingly costly, inefficient and ripe for SEC reform.
The firm is pairing new Envestnet-distributed portfolios with a CE-accredited curriculum as RIAs seek more scalable ways to diversify client portfolios.
The Boston-based investment giant’s latest snapshot shows strong gains in operating income, trading activity, and ETF assets.
Scott Brown’s will oversee Morningstar Direct, data feeds, and advisory tools as the firm continues to build unified intelligence around public and private market analytics.
New research shows active mutual funds lag passive peers in 2025, with long-term success still low.
Proposed GROWTH Act may add up to $1,340 in returns, reshaping taxable-account planning.
Latest round of lower expense ratios spans 84 mutual fund and ETF share classes and touches roughly one-quarter of Vanguard’s lineup.
Partnership brings Schwab’s Wasmer Schroeder bond lineups and model portfolios onto Advyzon’s Nucleus marketplace for RIAs.
The deal for RBA would add a $20 billion macro shop and fresh model portfolio firepower to the active manager, which itself is the object of a take-private acquisition.
The new collaboration adds to the $184 billion landscape of personalized, tax-efficient ETF and mutual fund portfolios at scale.
The Larry Fink-led asset manager posted strong inflows and fee growth to end 2025, while insisting credit conditions are stable in its core portfolios.
Weekly ICI estimates show $23.34B pulled from long-term mutual funds, while one asset class is attracting significant inflows.
US asset manager transfers C$26B in Canadian funds while retaining portfolio oversight role.
The move to be finalized by mid-2026 would take the active asset manager private as backers pitch AI and tech investment to revive growth.
Launch comes amid post-GENIUS Act push by Wall Street firms to bring money-market strategies and collateral tools onto public blockchains.
