09/15/2025
Capital Group Expands on its Long Tradition of Philanthropy with Launch of the Community Wealth Council
New, multi-year fellowship program includes financial advisor mentoring and funding for nonprofits to champion financial education
Alternative Investments
09/15/2025
US financial giants boost investments and jobs in Edinburgh
The investment from BlackRock is part of a £7bn commitment the firm is making to the UK over the next five years.
09/15/2025
Warren Buffett Shares His Top Strategy to Safeguard Your Wealth Against Inflation
Wage growth for scarce, highly skilled, high‑quality expertise typically outruns inflation.
09/15/2025
State Street’s Fund Connect ETF Executes First Application Programming Interface (API) Order in Australian-Domiciled ETF
Milestone underscores continued global expansion of Fund Connect ETF’s API capabilities
09/12/2025
SEC Close to Making Decision About Dual-Share-Class Funds
Every major fund firm, including BlackRock Inc. and State Street Corp., is waiting for the SEC’s greenlight.
09/12/2025
ETFs consolidate as the core of investment portfolios
Manuel Felipe Garcia Ospina from Skandia, talks to Citywire Americas about the influence of ETFs in modern portfolios and why are gaining traction among investors.
09/12/2025
ETFs consolidate as the core of investment portfolios
Manuel Felipe Garcia Ospina from Skandia, talks to Citywire Americas about the influence of ETFs in modern portfolios and why are gaining traction among investors.
09/10/2025
CI Global Asset Management to Acquire Forge First, an Alternative Asset Manager with $1 Billion in AUM
The company is led by co-founders and industry veterans Andrew McCreath, Chief Executive Officer, and Fatima Hirani, Chief Operating Officer and Chief Financial Officer. Keenan Murray serves as Chief Investment Officer.
09/10/2025
Wall Street's record rise spurs growth of covered call strategies
In the covered call trade, investors sell calls on the stocks they own to earn extra premium income.
09/10/2025
Morgan Stanley Investment Management Raises JPY131 Billion for North Haven Real Estate Japan Strategy Fund I
The majority of the JSF investor base is comprised of Japanese pension funds and financial institutions, paired with foreign sovereign wealth funds.
09/09/2025
Towards a lower rate era
Traditionally independent, the Fed now faces pressure from President Trump, who is seeking to align it with the administration’s priorities
09/09/2025
Wellspring Financial Advisors Rebrands as Wellspring Family Office
The firm reinforces its commitment to serving the integrated planning and lifestyle needs of multi-generational, ultra-high-net-worth families
09/08/2025
iCapital Announces Strategic Investment in Tangible Markets, Partners to Deliver Scalable Liquidity Solutions for Alternative Investment Funds
Strategic investment underscores iCapital’s commitment to create a more robust secondary market experience.
09/05/2025
1789 Capital seeks $1bn for South Florida real estate push with Trump Jr. on board
CEO Harvey Schwartz has prioritised businesses such as AlpInvest, credit, and real estate in his simplification drive across Carlyle’s $465bn platform.
09/04/2025
Aon Signs Definitive Agreement to Sell Significant Majority of NFP's Wealth Business to Madison Dearborn Partners
The agreement includes Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth and related platforms
09/03/2025
Mercer Advisors Expands Oregon Footprint With Addition of Eagle Wealth Management
Bend-based firm with over $350 million in AUM brings tax-focused planning and a deeply personal client experience
09/03/2025
Explaining 1031 Exchanges to Non-Professionals
As a Qualified Intermediary, JTC has helped large corporations and Delaware Statutory Trusts (DSTs) execute dozens or even hundreds of Section 1031 like-kind exchanges.
09/02/2025
Mercer Advisors Adds $850M in Double Deal
West Oak Capital expands Mercer's footprint in Idaho and California, while Eagle Wealth Management builds upon its existing tax practice.
09/02/2025
Citadel Securities is on track to pay its average employee $2m in 2025
Citadel Securities' results for the first half of 2025 suggest average pay at the firm is on track to be $2m this year.
09/02/2025
LPL Anticipates Some Commonwealth Advisors Leaving To Start RIAs
Some of them may retain LPL as a custodian, but many appear to be making a full break.