02/28/2022
Buffett laments lack of good investments even as Berkshire profit sets record
Noting generally the risks of changes in world politics, terrorism and cyberattacks, Berkshire remains wary.
Alternative Investments
02/28/2022
TD to Expand in the Southeastern U.S. with Acquisition of First Horizon
Accelerates U.S. growth strategy, creating top 6 U.S. bank with immediate presence and scale in fast growing TD-adjacent markets
02/28/2022
Focus Financial Partners adds Azimuth Capital Management
“Our scale advantages, permanent capital, and extensive resources will assist Azimuth Capital in further accelerating the growth of its business.”
02/25/2022
Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2021 Financial Results
Operating expense increased 22.9% to $387.4 million in the fourth quarter of 2021.
02/25/2022
Capital Group enters the ETF fray with series of active strategies
$2.7tn manager launched its first foray into highly competitive market.
02/24/2022
5th Century Partners Appoints Northern Trust
Relationship Extends Across Northern Trust Asset Servicing, Wealth Management and Asset Management Units
02/24/2022
Three Steward Partners Global Advisory Partners Named to America's Top Women Wealth Advisors List
"We are very proud of Liana, Judy, and Amy, and offer our sincere congratulations to them on this well-deserved recognition,"
02/23/2022
Private equity firm Apollo launches $100 million foundation
The process resembles how Apollo picks its deals and will ensure grassroots participation, the foundation's executive director Lauren Coape-Arnold said in an interview.
02/23/2022
Abrdn raises $90m so far for latest venture capital strategy
Abrdn Venture Partners XIII is creating a portfolio focused on life sciences and blockchain.
02/22/2022
Citizens Financial Group Closes Acquisition of HSBC East Coast Branches and National Online Deposit Business
The acquired branches have been re-branded as “Citizens.”
02/22/2022
Two-Thirds of Investors Cite Growth as Primary Financial Goal, Says New Data From Lincoln Financial Group as the Company Launches Fixed Annuity Product Enhancement
Investors have the benefit of higher asset growth potential with the new 1 Year BlackRock Dynamic Allocation Participation Plus account available with Lincoln OptiBlend® fixed indexed annuity contracts
02/22/2022
Apollo and Mubadala Investment Company Expand Partnership to Capitalize on Global Origination Opportunities
Platform Strengthens Apollo’s Origination Capability Across Asset Classes, Geographies and Industry Verticals, which Helps Make Apollo a Private Financing Partner of Choice
02/22/2022
CI Financial Reports Record Financial Results for the Fourth Quarter of 2021
All financial amounts in Canadian dollars as at December 31, 2021, unless stated otherwise. Financial amounts for the quarters and year ended 2021 are unaudited.
02/20/2022
M&T Bank Corporation and People's United Financial, Inc. Extend Merger Agreement
Following the closing of the merger, the combined company will operate across some of the most populated and attractive banking markets in the U.S.
02/16/2022
SIMON Announces Strategic Investment from Citi
Citi is the latest market participant to make a strategic investment in SIMON, deepening the partnership between the two firms
02/16/2022
Mountain Capital, Merchant Align in Growth Partnership
Multi-office RIA to expand services to aviator clients through minority investment and new strategic resources
02/16/2022
Cincinnati Financial Reports Fourth-Quarter And Full-Year 2021 Results
The communities we serve through our insurance business saw a high number of weather-related catastrophes near the end of 2021
02/15/2022
LPL Financial, Synergy Wealth Alliance Welcome Two New Financial Advisors
The advisors chose to align with LPL and Synergy to establish a business continuity plan to help better serve their clients now and in the future.
02/15/2022
Why Large Pension Funds Are Investing In Private Real Estate
Large pension funds are competing with investors and homeowners to buy everything: single-family homes, multifamily, commercial spaces — few asset classes are exempt.
02/15/2022
Brazil's Itausa Q4 recurring profit jumps 53%
Recurring results attributed to Itausa's stakes in the financial sector were 2.725 billion reais, rising 15% year-on-year.