Q3 saw several notable manager changes impacting billions of dollars of funds. Here are some of the most important manager changes of the last quarter. Nick Schommer will leave Janus Henderson on May ...
Fidelity is disputing the accuracy of FINTRX's report, which the RIA data firm has since taken down from its website. However, FINTRX says it stands by its findings.
Robert F. Smith discusses the disruption AI will create, how the public market has a limited view in what's actually happening in software and the shakeout he expects in PE.
Morningstar has added a new AI function to its Morningstar Direct platform, the rating agency revealed Wednesday. And manager research is getting its own AI ‘agent.’ Morningstar Direct AI is now ...
Kate Burke told Citywire the manager also plans to launch 'significant numbers' of ETFs. She declined to comment on reports the firm might be for sale.
One unimplemented Mpati Commission recommendation is that the PIC move away from having a politician as board chair.
Erik Hirsch, co-CEO at alternatives firm Hamilton Lane, has warned against firms pushing their private markets products too ...
The head of portfolio management at Zurich-based private bank Globalance has moved to a senior role at Oddo BHF, Citywire can ...
Citywire reveals the asset managers most favored across asset classes, along with the top providers in key product structures and services in US Offshore.
Nate Angelo, chief executive of the Los Angeles wealth manager, said this is the first time the firm has brought in a leader with both a legal and compliance background.
Moldenhauer & Associates is the tenth team of advisors Merit has added from Commonwealth Financial Network since the broker-dealer agreed to sell to LPL Financial last year.
The combination with JPMorgan US Smaller Companies concludes a three-month strategic review and will facilitate the exit of activist investor Saba Capital.
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