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John Hancock Alternative Asset Allocation Fund Q2 2026 Commentary

John Hancock Emerging Markets Debt Fund Q2 2026 Commentary

John Hancock Disciplined Value Fund Q2 2026 Commentary

Tax, Wealth Firm HBK Sells Stake to External Investor H.I.G.

The investment, which includes $7.7 billion HBKS Wealth Advisors, is one of three stakes that a wealth practice has sold this week to an outside investor.

IG Wealth Management hands its core portfolios to a global asset manager

Goldman Sachs Asset Management takes over five IG funds and adds its own flagship strategies

$2.5B Hightower Affiliate Joins Signature Wealth Division

The addition sees Hightower Signature Wealth grow to $40 billion in less than a year through a combination of affiliates and newly acquired firms.

Janus Henderson to acquire trio of Insignia Financial's investment businesses

Janus Henderson has entered into a strategic partnership with Australia’s Insignia Financial, including the acquisition of three of its specialist investment management businesses.

Janus Henderson Global Multi-Asset Aggressive Growth Managed Account Q2 2026 Commentary

$11B F.L.Putnam Lands Minority Investment from Bixby Wealth

F.L.Putnam’s leadership team will remain in place, though 2022 minority investor Emigrant Partners will exit its position with the deal.

Janus Henderson Global Multi-Asset Capital Preservation Managed Account Q2 2026 Commentary

William Blair IM hires Chandan Khanna to manage Global Leaders Select strategy

William Blair Investment Management has appointed Chandan Khanna as co-portfolio manager of its newly launched Global Leaders Select strategy.

Marlborough appoints manager duo for Multi-Cap Growth fund

Marlborough Group has named two UK equity specialists as managers of its Multi-Cap Growth fund, as Richard Hallett is stepping down, Investment Week can reveal.

Janus Henderson inks $30bn for CLO ETF

Janus Henderson Investors’ AAA CLO ETF has reached $30bn (£22.2bn) in assets under management. The manager also reported that the Janus Henderson AAA CLO ETF (JAAA) has attracted $...

Vanguard names Former Lazard CEO Kenneth Jacobs as board chairman

Jacobs brings four decades of global finance experience to one of the world's largest asset managers as the board also names Coca-Cola CFO as lead independent director

Investcorp’s First RIA Play Focused on ‘Mass Affluent’

The alternative asset manager’s foray into wealth management with the recent acquisition of $3 billion RIA Berger Financial is an opening salvo into the space, according to its Nor...

Anticipated Wellington, Vanguard and Blackstone Interval Funds Go Live

The partnership is launching two closed-end funds, initially available through Merrill and Bank of America Private Bank.

Virtus Investment Partners reports $152.2 billion in AUM

Hedgeye Asset Management Marks One-Year Anniversary of HECA and HGRO ETFs

One Year After Launch, HECA Surpasses $300 Million in Assets and HGRO Tops $125 Million; Both ETFs Now Available on LPL Financial's Platform

Merit Financial Advisors Acquires $900M Commonwealth Team

With the addition of The Bridgeway Group, Merit Financial Advisors has now acquired Commonwealth teams overseeing about $4.7 billion in client assets.

Deals & Moves: Wealth Enhancement Lands Investment, Wealth Teams Overseeing $993M

In addition, Indivisible Partners adds an $800 million team, and Ameriprise and LPL Financial lure advisors from rival firms.

Wisconsin asset manager enters Canadian ETF market with new US equity funds

US mid cap and large cap funds bring active management to TSX investors

Heartland Value Strategy Q2 2026 Attribution Analysis And Portfolio Activity

13 Investment Must Reads for This Week (Aug. 18, 2026)

Charles Schwab is looking to hire a director to lead the firm’s long-short SMA platform. Morgan Stanley has beefed up its UMA program to allow a wider variety of assets, including...

Hartford Conservative Allocation Fund Q2 2026 Commentary