09/11/2019
The award honors individuals who work to enhance retirement security in the United States through advocacy, communication, education and other initiatives that help Americans plan for and protect their income in retirement.
09/09/2019
Arthur J. Gallagher & Co. acquires insurance agency
Pete, Martha and their associates will continue to operate from their current location under the direction of Jeff Saunders, head of Gallagher's U.S. personal lines operations.
09/05/2019
Capital Counsel manages concentrated portfolios of large-cap and mid-cap companies based in the U.S., or with large U.S. operations.
09/05/2019
The Waratah Alternative Equity Income Fund is a long biased actively managed portfolio of North American equities, with a focus on Canada.
09/05/2019
Founded in 2001, the companies comprising RGA Group specialize in coverages for private and professional landlords and real estate portfolio owners
09/05/2019
The intention was, he said, for the fund to be included in the NFI-ODCE, an index that tracks large, open-ended core real estate funds in the US.
09/05/2019
Kudu's investment in EJF will not affect the firm's day-to-day operations or its investment and decision-making processes, the news release said.
09/05/2019
The PRI assessed GCM Grosvenor based on questionnaire responses on a range of ESG and responsible investing topics.
09/05/2019
Recruitment momentum continues with latest firms to join Kestra Financial
09/05/2019
Industry veterans and Texas natives combine forces to provide financial and advisory services to local families and business owners
09/03/2019
A large move into equity factor investing was key for largest US pension.
09/03/2019
The transaction was first announced in June 2019
09/02/2019
Separately, SEAMARK and SAM have entered into an agreement whereby SEAMARK will manage the core fixed income mandate for the accounts on SAM’s Separately Managed Accounts (SMA) platform.
08/30/2019
The target allocation to domestic large-cap equities is 17%.
08/30/2019
Lee set up Keebeck Wealth Management in Chicago last year, with backing from Dynasty Financial Partners.
08/30/2019
John Hancock Investment Management, a company of Manulife Investment Management, today announced expense reductions on additional funds, representing a combination of direct management fee cuts, contractual expense cap reductions, and new breakpoints prim
08/30/2019
The funds affected are John Hancock Investment Grade Bond Fund, John Hancock Disciplined Value International Fund, John Hancock New Opportunities Fund1, and John Hancock Fundamental All Cap Core Fund and were made effective on July 1, 2019.
08/30/2019
Steve Johnson and his associates will continue to operate from their current location under the direction of Norbert Chung, head of Gallagher's Western region employee benefit consulting and brokerage operations.
08/29/2019
Alec Burger, GE Capital President & CEO, said, “Apollo’s vast lending experience, complementary platforms, and exceptional track record across diversified assets and geographies make it the ideal partner to accelerate PK AirFinance’s
08/27/2019
The firm’s AUM as of 1 July, 2019, is approximately USD77 million.