David Bodamer speaks with Jack Shannon, a senior analyst on Morningstar’s manager research team, in an episode recorded in front of a live audience at the Morningstar Investor Conference. They delve ...

A recent monthly trends market report from Cerulli Associates found passive ETFs outperformed actively managed funds, although recent flows and launches continue to favor actively managed funds. An ...

As we settle into the second quarter, it is the perfect time to assess the trends impacting the current wealth management mergers and acquisitions landscape and consider what may lie ahead. At the ...

Something happened late last year that had long been predicted in the asset management world, but nonetheless was a major event: money in index funds overtook the assets in active ones. Behind that ...

LONDON (Reuters) -The world's sovereign wealth funds are turning to active fund management and investments in China, while central banks are diversifying reserves to weather a volatile global ...

Every week, members of the Annex Wealth Management team field your questions on all sorts of wealth management topics. This week, Annex Wealth Management’s Sarah Kyle and Matt Morzy answer questions ...

Wealth management merger-and-acquisition volume hit a record high of 366 transactions in 2024, with average assets per transaction of $1.4 billion, according to research from Echelon Partners.

[The “active” versus “passive” investment debate has raged for decades fueled by performance comparison reports like SPIVA, Alpha Architects, and many others chronicling how a large cross-section of ...

A shift towards passive management strategies that have been growing in some areas of the investing landscape have created challenges for wealth managers. But while equity mutual funds have seen ...

Silvercrest Asset Management is a well-run wealth management firm with a strong track record of client retention and a diversified portfolio, but currently fully priced. Rising markets have boosted ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...