Tag: asset management

Key Financial Stocks to Watch: Robinhood, JPMorgan Chase & Visa Highlights

Stay informed on top financial stocks including Robinhood, JPMorgan Chase, and Visa, as highlighted by MarketBeat's stock screener for insights on financial sector trends and investment strategies.

Major Advisor Transitions Bring $1.45B Assets to IFP, Prudential, Avantax

Key advisor team transitions in U.S. wealth management bring $1.45 billion in assets under management to Independent Financial Partners, Prudential Advisors, and Avantax, highlighting trends in advisor consolidation and tax-efficient financial planning.

US Life Insurers and Alternative Asset Managers Deepen Strategic Partnerships

Explore how US life insurers and alternative asset managers are strengthening partnerships to access higher-yielding private assets and reshape investment strategies with evolving market dynamics.

Franklin Templeton's ETF Business Growth Fueled by Active Strategies

Franklin Templeton's ETF business has seen significant growth since 2016, driven by strong inflows into actively managed strategies.

Unlocking Growth in U.S. In-Plan Annuities Market Amid High Latent Demand

Explore the untapped potential of the U.S. in-plan annuities market, driven by high participant demand and low awareness. Asset managers face key strategic challenges to capture growth in retirement income solutions.

Wells Fargo Adviser Moves to Ameriprise; Cetera Gains Former LPL Advisers

Key adviser team moves: Wells Fargo's Harpland Financial joins Ameriprise with $160M in assets; Cetera Financial gains former LPL advisers and Chicago-based Callero Capital, expanding its intermediary network.

Principal Financial Group CEO Details Growth Focus on Retirement, Small Business Benefits

Principal Financial Group CEO Deanna Strable outlines the company's growth strategy focusing on retirement solutions, small- to medium-sized business benefits, innovative annuities, and technology integration.

Sun Life Financial Q3 2025: Diversified Growth Amid Market Challenges

Sun Life Financial reports Q3 2025 results with diversified growth in asset management and insurance despite U.S. segment challenges and market volatility. Key financial and operational highlights detailed.

Guardian Life Partners with Hamilton Lane to Manage $5B Private Equity Portfolio

Guardian Life collaborates with Hamilton Lane to manage its $5 billion private equity portfolio, enhancing investment strategies and expanding alternative asset exposure for institutional investors.

Private Capital's Growing Role in Insurance Sector Investment and Management

Explore how private capital is reshaping insurance industry investment and risk management with alternative asset strategies and regulatory considerations.