Asset management

Having credible, thoughtful answers to clients’ questions is essential to truly meeting a fiduciary standard of care.

Nearly 17 million investors will use the technology by 2021, a rise of 1.8 million compared to last year, Aite says.

The market is estimated to be worth over $8 trillion in the U.S. alone.

There is something to be said for active managers in the age of Trump.

The industry is generally skeptical of automated advice platform growth projections, which PwC sets at $800 billion over the next five years.

Those recognized for their excellence in innovation and leadership across the asset management industry includes State Street CEO Jay Hooley.

Aug. 14: After following the industrywide digital-first movement in its acquisition of MyVest, TIAA is now examining how it serves its clients.

The negotiations come as asset managers seek to increase the amount of money they oversee amid growing pressure to slash fees.