Tag: asset management

OneDigital acquires third property-and-casualty business in past two months; Ubiquity and DriveWealth bring fractional share trading to small business 401(k)s;...

Milken Institute report argues for enhancing DEI in the finance industry, lays out strategies. 

While new research finds recordkeepers took the lead for overall rollover count in 2022, IRA providers outside of employer retirement...

Lincoln Financial expands employer wellness offers to student debt management; Docupace brings new productivity toolkit for advisers; digital bank Green...

Insurance powerhouse Gallagher’s pending acquisition of Buck will further its strategy of providing the full scope of financial planning to...

Fintech Save starts ESG-focused savings program; ConsumerTrack now officially GoBankingRates; Bitget launches new crypto trading platform; and more.

Ameriprise testing retirement income planning service; Vanguard adds short-term tax-exempt bond ETF; Franklin Templeton starts ClearBridge sustainable infrastructure ETF; and...

Fidelity said it has moved client services and technology out of institutional investment to improve innovation and speed to market...

Asset managers are replicating existing mutual fund investment strategies in separately managed accounts and collective investment trusts to meet demand...

Two new programs focus on advancing diversity in the financial management space by working with historically black colleges and students.

U.S. consumers have a growing appetite for professional financial advice, but more than half of people relying on their employer-sponsored...

Gallagher says the deal adds a financial asset management platform to meet plan sponsor demand for holistic retirement plan participant...

A Broadridge adviser survey saw an 8% jump in alt investment use over the year, though many aren’t fully satisfied...

Vanguard lowers fees for Target Retirement Trusts; State Street Global Advisors announces new bond ETF; Bernstein Research launches Alphalytics; and...

Morgan Stanley builds low-minimum impact portfolio suite; American Century Investments decreases ETF management fee; Sun Life Financial consolidates asset management...

Down from a high of 84% in 1996, twenty years later the majority of the assets owned by respondents, 69%, are still actively managed.

Mercer Reveals Leadership Changes in Its Wealth and Health Hemisphere; Milwaukee Institutional Announces Boston Location Led by VP; BPOC Acquires Zenith American; and more.