Asset Management News

WESTLAKE, Texas--(BUSINESS WIRE)--The Schwab Trading Activity Index™ (STAX) increased to 48.75 in November, up from its score of 48.12 in October. The only index of its kind, the STAX is a proprietary, behavior-based index that analyzes retail investor stock positions and trading activity from Schwab’s millions of client accounts to illuminate what investors were actually doing and how they were positioned in the markets each month. “’Buy the dip and sell the rip’ continues to be something of a...

SHELTON, Conn.--(BUSINESS WIRE)--Please replace the release with the following corrected version due to multiple revisions. The updated release reads: PROCYON EXPANDS NATIONAL PRESENCE WITH ADDITION OF OLV INVESTMENT GROUP, BRINGING TOTAL CLIENT ASSETS TO NEARLY $9 BILLION Acquisition Adds Over $500 Million in Client Assets, New Locations in Michigan and Texas, and Seven Financial Advisors to Procyon’s Growing Platform Procyon, a leading independent registered investment advisory firm, today an...

LOS ANGELES & SEOUL, South Korea--(BUSINESS WIRE)--MarcyPen Capital Partners (“MarcyPen”) and Hanwha Asset Management today announced the signing of a definitive agreement to form MarcyPen Asia, a strategic joint venture uniquely positioned to bridge Eastern and Western markets. MarcyPen Asia will function as a premier growth investment platform, launching and managing diversified Pan-Asian funds and seeking to partner with growth-stage consumer businesses in South Korea and the broader Asian r...

WASHINGTON--(BUSINESS WIRE)--F/m Investments (https://www.fminvest.com/) ("F/m"), an $18 billion investment firm and ETF provider, was named Winner in the Product or Service Innovation category at the 2025 ThinkAdvisor Luminaries Awards. This firm-level award honors organizations advancing how the industry serves advisors and investors through product design and measurable impact. This marks F/m's second consecutive ThinkAdvisor Luminaries win. “All our products are grounded in a simple belief:...

CHICAGO--(BUSINESS WIRE)--Adams Street Partners, LLC, a private markets investment management firm with more than $65 billion in assets under management (“Adams Street”), has been named one of the “Best Places to Work in Money Management” for 2025 by Pensions & Investments. The firm’s inclusion on the annual list, which follows a comprehensive application and evaluation process conducted by the publication’s editorial team, marks the eighth consecutive year that Adams Street has received th...

NEWTOWN SQUARE, Pa.--(BUSINESS WIRE)--Logan Capital Management (“Logan Capital”) has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q3 2025. The list, published by Zephyr, remains one of the most important references for investors and asset managers. Logan had two portfolios recognized in the Q3 2025 PSN Top Guns List with three designations including International Dividend ADR Wrap and Concentrated Value Wra...

CLEVELAND--(BUSINESS WIRE)--The addition of LWA further expands MAI’s presence in Maryland and strengthens the firm’s overall reach across the Mid-Atlantic....

DELRAY BEACH, Fla.--(BUSINESS WIRE)--According to the Fall 2025 InspereX Pulse Survey of 856 financial advisors released today, the majority of advisors said they expect the S&P 500 to be up 10% or more by year-end 2026 compared to where it was between November 5-12, 2025 (a low of 6720.32 and a high of 6850.92). More specifically: 60% expect the S&P 500 to be up 10% or more 18% expect the S&P 500 to be down 10% or more 22% expect the S&P 500 to be flat The majority (54%) of adv...

IRVING, Texas--(BUSINESS WIRE)--American Beacon Partners has been named one of the Best Places to Work in Money Management by Pensions & Investments for the seventh consecutive year....

NEW YORK--(BUSINESS WIRE)--Octus, the essential credit platform for the world’s leading buy-side firms, investment banks, law firms, and advisory firms, today announces the launch of Sky Road Research Management, an integrated enhancement to Sky Road, the portfolio management solution from Octus. The new capability integrates Octus’ award-winning analysis, news alerts, company financials, and document management features directly into the Sky Road portfolio management environment, giving credit...