Trian Fund Management has invested approximately $900 million in Invesco and Janus Henderson Group, raising its stake to 9.9% in each company, according to a report by the Wall Street Journal, which said that Trian has set aside funds to invest in a consolidating asset management industry.
Trian, led by activist investor Nelson Peltz, made a $70 million profit recently when Franklin Resources acquired Legg Mason, according to Bloomberg. Trian had invested in Legg Mason early in 2020.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
