12/19/2025
Bank of America Says Investors Dangerously Low on Cash, Triggering Ominous Signal for Markets
Current levels are well beneath that threshold, the report notes.
Alternative Investments
12/18/2025
Blackstone and Phoenix Financial Announce Partnership
Under the agreement, Phoenix and Blackstone will collaborate across a range of credit strategies
12/18/2025
Man Group Expands US Wealth Offering with Launch of Two Additional ETFs
The actively managed Funds, which will be listed today on Nasdaq, seek to provide capital growth over the medium to long-term and bring the firm’s ETF offering in the US wealth market to four Funds.
12/18/2025
OnePoint BFG Wealth Partners Achieves Major Growth Milestones, Adds to Leadership Bench and Expands National Platform in 2025
OnePoint BFG also successfully executed a comprehensive rebrand designed to strengthen advisor alignment, culture and client experience.
12/17/2025
Bluerock real estate fund debuts on NYSE and slides sharply
The fund now trades with the ticker symbol BPRE.
12/17/2025
Mercer Advisors Expands in Idaho With Addition of McConnell Financial Advisors
Female-led firm broadens $90B RIA’s reach across Boise and Sun Valley, advancing a personalized approach designed to empower women to achieve financial freedom
12/16/2025
Goldman Sachs, T. Rowe Debut First Four Joint Models
The model portfolios combine mutual funds and ETFs and are geared toward mass affluent and high-net-worth investors.
12/12/2025
Global equity funds draw largest weekly inflow in five weeks
Investors acquired global equity funds of a net $12.9 billion, the highest for a week since $22.72 billion net additions in the week through November 5.
12/10/2025
360 Financial Celebrates 30 Years as Fiduciary, Award-Winning Wealth Management Firm in Minnesota
360 Financial has been honored with multiple awards including Forbes Best-in-State Wealth Advisors
12/09/2025
Engel & Völkers Reveals Lifestyle Priorities Are Shaping Global Investment and Migration Trends
The global experts at Engel & Völkers Private Office anticipate that lifestyle factors will continue to shape residency decisions of UHNWIs in the coming years.
12/08/2025
Bank of America says this corner of the market is the best 'run-it-hot' trade for investors in 2026
"We say long commodities the best 'run it hot' trade in '26, and long despised oil/energy without question the best 'run-it-hot' contrarian trade," the team said.
12/08/2025
Retail investors who have a significant stake must be disappointed along with institutions after Stockland's (ASX:SGP) market cap dropped by AU$507m
Every investor in Stockland should be aware of the most powerful shareholder groups. With 52% stake, retail investors possess the maximum shares in the company.
12/05/2025
Smartleaf Asset Management Surpasses $6.75 Billion in Assets Under Management
SAM represents a new type of sub-advisor, a new type of TAMP.
12/05/2025
Patria to buy majority stake in Brazilian CLO manager Solis Investimentos
Patria partner José Augusto Teixeira said the acquisition strengthens the firm’s position in a “large, underserved and rapidly growing” credit market
12/05/2025
T. Rowe Price Transitions to Charles River’s Enterprise Multi-Asset Investment Management Platform
This latest milestone marks the transition from proprietary infrastructure to Charles River’s cloud-based platform, delivering enhanced efficiency and scalability.
12/04/2025
Bill Gates to unveil major investment at Abu Dhabi Finance Week as global leaders converge
Asset managers and global investors managing $63tn in AUMs set to attend four-day annual showcase
12/04/2025
SIFMA Encouraged by SEC Plan to Ease Path for Small Company IPOs
During an annual state of the industry briefing, SIFMA leaders backed SEC Chair Paul Atkins’ call for easier reporting requirements for smaller companies to help facilitate more IPOs, along with fewer regulatory burdens for already public companies.
12/03/2025
Janes Capital Partners Advises American Casting Company on its Strategic Investment by Arcline
The Company’s rapid prototyping capabilities and end‑to‑end process control establish ACC as a trusted supplier on the most demanding aerospace and defense programs, from marquee aircraft engines to next-generation unmanned systems.
12/02/2025
Private credit and life insurers: Is there a problem?
At present, however, there are three major concerns around these holdings.
12/02/2025
Goldman Sachs Announces Agreement to Acquire Innovator Capital Management
Acquisition will add $28 billion in assets under supervision (AUS)1 to Goldman Sachs Asset Management’s broad range of custom portfolio solutions and active ETF capabilities