01/04/2024
Mariner Acquires $360M California Firm
Confluence Financial Planning’s six associates will continue to operate out of their Sacramento office. It’ll be Mariner’s first location in the city, and 15th in California.
Alternative Investments
01/04/2024
KKR closes deal with Global Atlantic Financial
The $2.7 billion all-cash transaction was first announced in November.
01/02/2024
Athene holding company shifts to US from Bermuda
Fitch said Athene’s rating, its senior unsecured notes and its insurance operating affiliates were unaffected by the rating action.
01/02/2024
Franklin Templeton Completes Acquisition of Putnam Investments
Adds Complementary Investment Capabilities with Scale and Strong Performance
01/02/2024
Fixed-Income Outlook 2024: Bonds Roar Back
The resulting rollercoaster ride included a surge in bond yields, with the 10-year US Treasury yield briefly touching 5% as technical conditions clouded the fundamental picture.
12/29/2023
Differences in Entrepreneurship Across the US: Can Industrial Policy Help?
The policy must consider the needs of regional and local communities, which may differ from a national perspective.
12/29/2023
KeyCorp Chairman & CEO Chris Gorman Honored With Annual Humanitarian Award
Award recognizes individuals who have left lasting legacies of diversity, equity, and inclusion in their communities
12/29/2023
Scotia Global Asset Management announces final year-end cash distributions for the Scotia ETFs
The actual taxable amounts of cash distributions for 2023
12/28/2023
Generational Equity Advises A3GEO in its Sale to RMA Companies
RMA is a leading provider of professional services in environmental consulting, geosciences, and materials testing and inspection
12/22/2023
AM Best assigns ratings to Sapphire Re
The portfolio of the company is concentrated in the motor business line, with most of its business being underwritten in Colombia.
12/22/2023
NormanMax gets green light for parametric Lloyd’s syndicate
Apollo provides Lloyd’s managing agency services to businesses that share its values of innovation and collaboration; and forms long term partnerships to deliver successful businesses at Lloyd’s.
12/22/2023
Zero-day options just a factor in US stock volatility
Analysts cited a mix of factors such as low year-end volumes and one-sided investor positioning
12/20/2023
WisdomTree Announces Launch of WisdomTree Bianco Total Return Fund (WTBN)
The Bianco Research Fixed Income Total Return Index employs a multi-step rules-based process that strives to outperform a market-cap
12/20/2023
Expensify Adds Budgeting to Help Companies Prepare for 2024
It also notifies both individuals and their admins how much of their budget remains throughout a given period
12/19/2023
The TRADE predictions series 2024: Foreign exchange, the regulatory impact
Participants across Liontrust Asset Management, BidFX, OSTTRA, and Integral explore the not so silent elephant in the room, T+1 settlement and its impact on foreign exchange, and more.
12/19/2023
CI Financial Corp. Announces Preliminary Results of Substantial Issuer Bid
The number of Shares properly tendered and not properly withdrawn
12/19/2023
Risk Strategies Acquires Robert Alan Agency
New York-based firm adds to expertise in personal and commercial lines
12/19/2023
Hedge Fund Titan Boaz Weinstein Gears Up For a $240B Crusade
“We’re pushing back against grotesque behavior from some in the asset-management industry,” Boaz Weinstein says.
12/19/2023
Insurance considerations for cross-border clients
Advisor, specialist in cross-border issues, outlines why insurance needs to be considered in any cross-border plans
12/16/2023
Captive fined by Washington Insurance Commissioner
The fine was just one of a number of fines issued by Kreidler totalling $305,694 against insurance companies and insurance producers who violated state insurance laws and regulations.