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Virtus Investment Partners reports $152.2 billion in AUM

Virtus Investment Partners reports June-end AUM of $152.2B

Virtus Ceredex Mid-Cap Value Equity Fund Q2 2026 Commentary

Virtus Westchester Event-Driven Fund Q2 2026 Commentary

Virtus Seix Total Return Bond Fund Q2 2026 Commentary

Virtus KAR Small-Cap Core Fund Q2 2026 Commentary

Virtus KAR Small-Cap Growth Fund Q2 2026 Commentary

Virtus SEIX Senior Loan ETF Q2 2026 Commentary

Tech-Based Custodian Altruist Sells to Vanguard

Jason Wenk’s would-be giant-killer custodian Altruist goes institutional with sale to investor and board member Vanguard.

Zephyr's Adjusted for Risk: How to Identify Winning Opportunities in a Bond Picker's Market

Jim Jessup of Virtus ETF Solutions on navigating active fixed income, arguing product development should focus on manager strengths and durable allocator “levers.”

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.

Weitz Multi Cap Equity Fund Q2 2026 Commentary

Invesco Revamps, Expands Platform for Custom Strategies

Invesco's upgraded investment strategies platform now combines public and private market investments and passive and active strategies.

Weitz Multi Cap Equity Fund Q2 2026 Commentary

Heartland Value Strategy Q2 2026 Attribution Analysis And Portfolio Activity

Orion Adds BlackRock, Fidelity, Vanguard to its Tailored Allocation Portfolios

The program pairs third-party models with Orion’s custom indexing tech.

Waverly Advisors Acquires InVista, Adding $332M in AUM

The Birmingham-based RIA continues its expansion in Alabama with the acquisition of Montgomery-based InVista Advisors, joining from LPL Financial.

Why Vanguard is Still an Enigma to the 401(k) Industry

The $4.3 billion Altruist acquisition adds to the mystery.

15 Investment Must Reads for This Week (July 28, 2026)

ETF managers are racing to position themselves for the Anthropic IPO. Ares Management is in talks to buy Leonard Green & Partners to bolster its private equity platform. These...

Avidian Wealth Solutions Surpasses $6 Billion in Assets Under Management (as of date)

The $6 billion milestone underscores more than two decades of growth for the independent, fiduciary-led firm. HOUSTON, Aug. 22, 2026 /PRNewswire-PRWeb/ -- Avidian Wealth Solutions,...

Vanguard expands further into advice with acquisition of US wealth platform Altruist

Vanguard has purchased Altruist, a US-based wealth technology platform serving financial advisers, in a move that signals ambitions by the global asset manager to further expand it...

Private Markets Roundup: CAIS, Allocate, Arch, Kelly Park Make Moves

VanEck has partnered with Allocate to offer private markets access, while CAIS and Arch both announced funding news.

$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.

Can the ‘Vanguard Effect’ Extend to Wealth Management?

CEO Salim Ramji is pushing Vanguard further into financial advice with the deal to acquire Altruist, but the hill may be steep to win over RIAs.