05/13/2022
Raymond James targets RIAs with indie platform expansion
It is understood that advisors looking to operate under the group’s new channel will only be able to maintain their SEC investment advisory registrations
Alternative Investments
05/13/2022
A wave of innovation: The state of insurance in Asia and North America
The pandemic has accelerated many trends for insurance companies globally.
05/13/2022
CIBC Asset Management Inc. to discontinue deferred sales charge purchase options
These amendments will prohibit the payment by fund organizations of upfront sales commissions to dealers, which will result in the discontinuation of all forms of the DSC purchase options.
05/13/2022
KKR grows self-storage portfolio with five new acquisitions
The purchases were made through KKR’s Americas opportunistic equity real estate fund, KKR Real Estate Partners Americas III.
05/12/2022
SmartStop Asset Management Changes Name to Strategic Asset Management
Company to relocate headquarters to Irvine, Calif.
05/10/2022
KKR expands U.S industrial real estate strategy with investments in group-up development
KKR is investing in eight development projects serving the Atlanta, Dallas, Denver and Orlando markets
05/09/2022
Kestra Financial Launches Retirement Plan Enterprise in Partnership With Envestnet Retirement Solutions
Integrated, flexible platform designed to enhance and advance retirement plan engagements at no additional cost to financial professionals
05/09/2022
Advisor Group Continues To Grow and Build On Its Strategic Vision With Addition Of Experienced Business Strategist and Compliance Expert
Dimple Shah named Executive Vice President, Corporate Strategy and Iryna Northrip appointed Chief Compliance Officer, Investment Advisory
05/09/2022
Merit Financial Advisors Establishes Presence in Oklahoma with Acquisition of Union Financial Advisors, LLC
Merit adds three new offices and $370 million in acquired assets under management
05/09/2022
Blackstone Real Estate Expands Presence in Canada with New Office Led by Janice Lin
Blackstone has long had a significant presence in Canada across its businesses
05/06/2022
Argos Wealth Advisors, Merchant Align in Growth Partnership
Minority investment to bolster RIA’s strategic growth and international reach
05/06/2022
Northern Trust: Institutional investors are facing some big changes
New report sets out the megatrends that will shape the industry in the years ahead
05/04/2022
Mercer Advisors expands central US presence with HYA Advisors takeover
“My partners and I were at a place where the business had grown substantially, and we knew we could benefit from having the expertise of a larger firm to help take us to the next level."
05/04/2022
Why is industrial real estate a ‘hot’ asset class?
Industrials make 'good investment and business sense' if you're an advisor, says PM
05/04/2022
Franklin Templeton hints at future ETFs and infrastructure deals
When it comes to potential acquisitions, president and CEO Jenny Johnson flagged the ETF space, infrastructure, and wealth management as potential acquisition targets.
05/04/2022
AIG Reports First Quarter 2022 Results
AIG Board of Directors increased the share repurchase authorization to $6.5 billion
05/03/2022
Apollo Completes Acquisition of Griffin Capital
We continue to execute against our ambitious global growth plans to bring more of Apollo’s alternative strategies to individuals and their wealth advisors.
05/03/2022
Franklin Resources, Inc. Announces Second Quarter Results
This quarter, we continued to make significant progress on our corporate priorities
04/29/2022
Carlyle's 41% profit rise in Q1 misses estimates
Market volatility prevented the private equity firm from cashing out on assets
04/29/2022
Bolton launches client concierge platform, targets $1bn in new assets
The concierge platform is only available to Bolton’s network of financial advisors and can cater to the needs of both their domestic and international clients, he added.