-
The cheapest 20% of funds received $949 billion of new money last year, while the rest of the industry reported outflows of $251 billion.
May 22 -
As head of the Fiduciary Trust’s New York division, Paulina Mejia in charge of growing the firm’s private wealth business in the region.
May 22 -
The fund is expected to debut in the third quarter and will use an ETF of ETFs structure.
May 22 -
Since becoming Franklin Resource's first woman president, Jenny Johnson oversees a majority of the firm’s investment management services.
May 21 -
The Treasury is expected to sell a combined $99 billion of fixed-rate notes this week, in some of its largest offerings since 2010.
May 21 -
A “broad blended skill set" is part of what Voya Investment Management CEO Christine Hurtsellers says helped her become a better leader.
May 18 -
The new strategy will focus on long-term ownership of income-producing companies, not unlike Warren Buffett’s buy-and-hold style.
May 18 -
“If you’re not given an avenue to prove yourself, then effort and skill set will only go so far,” Shannon Saccocia says.
May 17 -
One thing that excites Dana D’Auria about the industry right now is factor investing, which helped draw her to Symmetry Partners 12 years ago.
May 17 -
Banks such as UBS aim to offer money managers refuge from jittery markets by combining bonds with more exotic options.
May 17 -
As a senior research analyst at Robo Global, Lisa Chai helps manage a portfolio of index funds with a focus on robotics, automation and AI-related companies.
May 16 -
An inside look at which firms are attracting assets and advisors.
May 15 -
Many of those selected have focused their careers on helping women thrive in an industry where nearly 90% of the managers are men.
May 15 -
After his big score with Banyan Partners four years ago, the dealmaker faces a much more competitive market.
May 15 -
Investors slammed the sell button on passive products in February amid the return of volatility that saw a record jump in Wall Street’s fear gauge.
May 14 -
Aside from being some of the strongest overall industry performers, many have helped their peers thrive in a business in which they are a clear minority.
May 14 -
The firm’s investment in Beacon Platform will be used to deliver quantitative research tools to its 240 portfolio managers globally.
May 14 -
The investment bank agreed to buy Business Bancshares in St. Louis.
May 11 -
Alexa von Tobel's startup did many things right, but it was hampered by challenges facing all digital advice providers.
May 10 -
The investment gives the world’s largest asset manager a focus on small-time investors.
May 10























