07/08/2026
Northern Trust Appointed to Support Invesco’s New Index-Tracking Mutual Fund Range
Supporting Invesco’s Distribution of Synthetic Replication Capabilities to European Mutual Fund Investors
07/08/2026
Supporting Invesco’s Distribution of Synthetic Replication Capabilities to European Mutual Fund Investors
07/07/2026
Backed by a longstanding, trusted brand, these capabilities help advisors grow faster, work more efficiently and deliver an exceptional client experience.”
07/07/2026
The new RIA structure strengthens the firm’s operating platform and enhances its ability to serve clients while preserving the disciplined approach and personalized service that has defined Bartholomew & Company for more than three decades.
07/07/2026
Kansas City financial planning and wealth management firm grows professional team serving executives, emerging leaders, and high-earning families.
07/07/2026
Strategic acquisition expands retirement plan consulting expertise and enhances client solutions nationwide
07/07/2026
The launch builds on the firms' existing relationship supporting Canadian private wealth channels and marks the second strategy introduced in Canada through iCapital's platform.
07/06/2026
Analysts observing the region often emphasize the importance of credit discipline and risk management in economies
07/03/2026
The magnitude of this financial dominance is difficult to match.
07/03/2026
Against this backdrop, AFP Capital has deployed a management approach focused on combining technical excellence, investment discipline and close engagement with members and pensioners
07/02/2026
The lowest-cost S&P 500 ETF to drive long‑term investing for America’s next generation
07/02/2026
The macroeconomic and market conditions continue to support risk assets.
07/01/2026
Delivering even better for clients as an innovative private company with long-term focus on investment solutions, client service, technology, and talent
07/01/2026
New York City Housing Development Corporation bond purchase will help create or rehabilitate 1,027 units of affordable housing
07/01/2026
It provides exposure to essential physical services that support society and is structured to help insulate investors from traditional macroeconomic and market cycles.
06/30/2026
Refinancing Existing Debt with Significantly Improved Terms
06/30/2026
Kayne Anderson Real Estate manages approximately $22 billion of assets across real estate equity and debt strategies and has built a leading position in specialist sectors supported by structural, long-term demographic and secular demand tailwinds.
06/30/2026
The firm’s addition reflects Vanguard’s continued focus on working with high-quality, differentiated active managers with its rigorous oversight framework to support long-term investor outcomes.
06/30/2026
The two firms have built a relationship grounded in mutual trust and a shared commitment to client service, creating strong alignment leading to this transaction.
06/30/2026
The transaction also includes more than 800 employees who will join Empower
06/30/2026
AUM milestone achieved one year ahead of internal goal, as President and CIO Kara Murphy is named a 2026 Wealth Management Industry Awards finalist