04/14/2022
Northwestern Mutual wealth advisors named Best-In-State by Forbes
Honorees are nominated by their firms, and each advisor is thoroughly vetted, interviewed, and assigned a ranking by SHOOK Research.
Alternative Investments
04/14/2022
Ally Financial reports first quarter 2022 financial results
Retail deposit customers of 2.5 million grew for the 52nd consecutive quarter
04/13/2022
Newfront announces $200 million investment from Goldman Sachs Asset Management, B Capital, and other investors at a $2.2 billion valuation to modernize insurance
Investment is further validation of the platform and will accelerate development of pioneering technology, investment in resources, and geographic expansion
04/12/2022
Apollo to Invest in Siebert Williams Shank, One of the Nation’s Leading Certified Women and Minority Owned Financial Services Firms to Form New Strategic Partnership
Strategic partnership part of Apollo’s ongoing efforts to expand opportunity across its ecosystem and contribute to a more inclusive economy
04/11/2022
Accrete Expands Its Offering to Include Investment Opportunities in Real Estate
The platform supports individual investors with access to opportunities previously available only to the uber-wealthy.
04/11/2022
Morningstar Announces Nominees for 2022 Morningstar Awards for Investing Excellence
The awards recognize portfolio managers and asset management firms who demonstrate excellent investment skill and an alignment of interests with the strategies' investors.
04/11/2022
The Capital group announces the addition of Tim Sommer as managing advisor wealth management and retirement planning
"We are thrilled to have Tim join The Capital Group and continue with his very successful career in the Wealth Advisory space,"
04/08/2022
Artisan Partners Launches Artisan Global Unconstrained and Artisan Emerging Markets Debt Opportunities Funds
The new Funds offer broad exposure to the global and emerging markets debt asset classes, which consists of more than 100 countries.
04/08/2022
Infinity Financial Joins Alternative Investment Exchange Platform
Infinity is a modernized wealth management firm designed to provide affiliated financial advisors flexibility and regulatory support of their practice management.
04/07/2022
Eaglebrook Advisors Raises Strategic Capital from Franklin Templeton
Investment will enable Eaglebrook to scale and accelerate product development to meet rapidly increasing market demand and support customer growth
04/07/2022
PNC Bank Introduces Minority Business Development Group
Bank's Diverse Business Banking Segment to accelerate support of minority-owned businesses
04/07/2022
AIG Retirement Services Launches FutureFIT Wellness Check, A New Financial Wellness Assessment Tool Connecting Retirement Plan Participants with Personalized Action Plans
The customized action plans feature education modules that are digestible, actionable and brief—intended to motivate employees to engage with their financial planning in a meaningful way and in a manageable amount of time.
04/07/2022
Next generation ready to track goals, invest
Younger Canadians are financially engaged but may lack investment know-how, a BMO survey suggests
04/07/2022
CAIS Announces $100 Million Investment from Reverence Capital Partners
Milton Berlinski, Managing Partner at Reverence Capital Partners, also joins CAIS’ Board of Directors, effective immediately.
04/07/2022
Citizens Financial Group Completes Acquisition of Investors Bancorp
Investors has been merged with Citizens
04/06/2022
Creative Planning Acquires Resource Management LLC
"We believe our team will make great partners with Creative Planning and we are thrilled to be joining a company populated by talented and ethical people."
04/06/2022
Merit Financial Advisors Expands to Colorado by Acquiring Tedstrom Wealth Advisors, Inc. and I.M. Wealth Care, LLC
The two partnerships establish Merit's presence in Colorado and increase the firm's acquired assets by $381 million
04/06/2022
Pender bolsters lineup with emerging markets impact fund
Manager brings three decades of expertise for a more fundamental, bottom-up approach to ESG
04/05/2022
Korn Ferry acquires executive search firm Patina Solutions
Korn Ferry in October acquired Lucas Group, an Atlanta-headquartered professional search and contract staffing firm.
04/05/2022
Franklin Templeton Completes Acquisition of Lexington Partners, a Global Leader in Secondary Private Equity and Co-Investments
Alternative asset strategies represent a growing share of the investment management industry