Displaying 16 results
Ebbing passive demand poses challenges for asset managers
As the lines between active and passive strategies blur, product teams will have a tougher time appeasing advisors, Cerulli says.
Single-bond ETF manager goes against current by asking SEC for mutual fund share class
There has been a trend away from mutual funds toward ETFs, but not in the 401(k) world, and fund provider F/m Investments sees that an opportunity.
Wealth and asset firms expect US recession, weakened industry growth
Dual-industry surveys reveal some big challenges ahead.
ESG fund asset managers need to provide clarity for investors
Given the disconnect between what ESG investors expect and what some ESG funds are actually investing in, it's time for some serious reputation risk management.
Advisers can’t find information online from asset managers: J.D. Power
Just three of the 14 companies surveyed — BlackRock Inc., Capital Group Inc. and J.P. Morgan & Co. — received top marks in the 20th percentile, according to the research.
Morningstar expands analysis of ESG commitments by asset managers
In the fund tracker's second round of measuring the ESG commitment of asset managers, it found that most fund companies rank near the bottom.
Wells Fargo Asset Management sold to private equity for $2.1 billion
Nico Marais will stay on as CEO of the $603 billion business after the sale to GTCR and Reverence Capital Partners, while there will be fresh faces on the board.
How technology is shaping new asset management products
Adopting AI across asset management will accelerate the ability of investment professionals to better serve investors and create new sources of value, making them even more essential.
Wells Fargo nears deal to sell asset management unit
The bank is reportedly in talks to sell the unit to a private equity consortium led by GTCR and Reverence Capital Partners.
Ameriprise, CI eyeing Wells Fargo asset management unit
Offers are due later this month for the division, which reportedly could fetch more than $3 billion
Vanguard makes rare retreat as price war starts to take toll
Net flows for the asset manager slowed in 2020 as rivals continued to roll out similar products and amid the rise of robo advice and almost-free trades
Inside Morgan Stanley’s $7 billion deal for Eaton Vance
The deal adds to the $13 billion acquisition of the discount brokerage E-Trade as the wirehouse looks to evolve beyond its investment banking roots
Advisers unsatisfied with asset managers during pandemic: Survey
Advisers said they are looking for investment ideas, portfolio construction and marketing support
Asset managers face ‘zombie’ future, PGIM executive says
Firms that don't have a track record of beating the market or can't offer a diverse range of investments may be left behind.
The industrialization of asset management
Model marketplaces make assset management services more widely available, but the model portfolios they offer are far from interchangeable
Why passive asset managers represent high risk for financial advisers
Passive third-party asset managers could expose clients to a greater level of risk and dissatisfaction.
