The all-stock takeover adds E*Trade’s $360 billion of client assets to Morgan Stanley’s $2.7 trillion, in the biggest acquisition by a Wall Street firm since the financial crisis.
A consultant’s on-the-ground roundup of the biggest announcements and takeaways from the advisor technology conference.
The $4.5 billion deal between Franklin Resources and Legg Mason will create a firm with a combined $1.5 trillion in assets.
DFA report confirms that forward rates are the best indicator of future corporate bond returns. Other metrics 'aren’t telling us much new.'
D.J. Tierney, senior client portfolio strategist at Charles Schwab Investment Management, talks fixed-income ETFs at the 2020 Inside ETFs conference.
Captrust Financial Advisors' first acquisition of 2020 is $654 million AUM Fountain Financial Associates.
Eager to add assets, the advisor-focused custodian is modifying its onboarding requirements.