Over a dozen executives from national asset management firms, including BlackRock, Legg Mason, Eaton Vance, T. Rowe Price and State Street gathered on the afternoon of Sept. 29 in Manhattan to discuss the changes and challenges in third-party...
(Bloomberg) -- Prudential Financial Inc. said James Sullivan is stepping down as executive chairman of the $652 billion fixed-income, asset-management unit after a 35-year career with the insurer...
(Bloomberg) -- Financial advisers who once shunned Vanguard Group because it didn’t pay commissions are now among the fund giant’s best customers...
(Bloomberg) -- MetLife Inc., the largest U.S. life insurer, will phase out the use of Snoopy and Peanuts characters in its marketing...
The clock's ticking.
AssetMark launched a new assessment tool on Tuesday that it says will provide advisors with a comprehensive look at how prepared their firm is to comply with the Department of Labor’s pending fiduciary rule. The tool is co...
In what many say is a seller’s market for RIAs, how does a buyer stand out and land the deal when other bidders are involved? It comes down to understanding the unique sensitivities of the seller and a little bit of a personal touch...
