Portfolio

As consolidation reshapes the market, the custodian sees an opportunity to attract tech-forward and multi-custodial firms.

The alternative asset manager said it has $77 billion in cash, securities and other available capital, including uncalled capital commitments from clients.

Do RIAs still have a clear advantage when it comes to modern planning software?

It’s enough to frustrate star traders, leaving them vulnerable to poaching by hedge funds willing to pay more.

While Guinness Atkinson pursues the first full mutual fund-to-ETF conversion, similar moves have begun elsewhere in the fund industry.

The fund industry's latest arrivals underline the seismic shifts underway in the business of asset management.

“I wanted to be able to walk in the door and only be able to answer to one constituency: my clients,” advisor Andy Ferguson says.

If clients “looked just three months ago, these numbers would be glaringly different,” an expert says.

Ben Meng’s downfall raises questions about who would succeed him in a job that attracts so much unwelcome attention, not to mention navigate a pandemic.

“Clients have gotten a good scare,” says Dave Welling, CEO of Mercer Advisors.