Broker-dealer adds new due diligence criteria for the 3,400 funds on its platform to ensure they meet a minimum fiduciary standard.
Terry Jones joins from Highland Capital Management and will be responsible for driving product strategy, innovation design and implementation
Templeton Global Bond has made a dramatic recovery due in part to its heavy backing of LatAm and a bet against US treasuries. Manager Sonal Desai tells Alex Steger what’s cooking in the fund’s future.
With age comes experience and Dan Fuss has seen enough political changes to know to be cautious. The manager outlines why he’s holding buying reserves and says he won’t be retiring any time soon.
Calm and collected Scott Lavelle explains revamping his team and platform, and the benefits of positive peer pressure.
Wirehouse is to block new sales of Vanguard mutual funds as part of plans to rationalize its platform. Passive giant's ETFs will remain available.
Putnam plans to expand its ESG efforts after hiring former Fidelity portfolio manager Katherine Collins.
Wells Fargo’s top gatekeeper tells Citywire about his plan to hire 10 more investment analysts, the PMs he’s hunting for, and why good times lie ahead for active managers.
Larry Fink says BlackRock remains bullish on active but that managers must find new sources of alpha in an increasingly competitive world.
Calvert chief executive tells Citywire about plans for further passive funds and a possible global small cap offering.