As of June 2024, the firm's assets under management totaled more than USD 90 billion, up from USD 1.3 billion in 2011. The investment team has also grown, both organically and through acquisitions.

An investment management company that manages funds for investors is considered a financial advisor. Understanding Advisors Some advisors have expertise in investment management.

BlackRock's assets under management (AUM) reached a record $11.5 trillion in 2024. The investment firm manages a diverse range of assets for individual, institutional, and ETF clients. BlackRock ...

A unique mutual fund type is gaining ground with advisors, according to the FPA's newest survey. Advisors say the data points to a broader trend of planners shifting away from investment management.

Faced with a rising tide of index funds, financial firms that rely on people to choose stocks and bonds are navigating uncharted waters.

The continued shift in investor preference toward passive investment strategies is expected to hamper top-line growth of the Zacks Investment Management industry stocks. Elevated technology costs ...

Higher rates and inflows will likely aid Zacks Investment Management stocks like T. Rowe Price (TROW), SEI Investments (SEIC) and Artisan Partners (APAM).

As portfolio management becomes increasingly commoditized, advisors make the case for managing assets in-house and promoting that to clients as a unique value-add.

Power in the investment management industry is shifting to the money holders from money managers, driven by several major economic, social and political trends. Collectively, these are ...

Investment Banking vs. Investment Management: An Overview . Plenty of undergraduate finance majors and master of business administration (MBA) students consider pursuing a career in investment ...

Madison Investment's risk-adjusted performance compares similarly to competitors. Across its open-end and exchange-traded funds, the firm’s average 10-year Morningstar Rating is 3.3 stars, which ...