10/09/2020
The key factors that enabled MFA Wealth to make the list include the firm's Compass Portfolio Program which offers sophisticated management services for investors and its MAPTM Portfolio Program, a process that utilizes state-of-the-art financial pla
10/09/2020
The award will be given via a ceremony at STA’s Annual Market Structure Conference
10/08/2020
In many respects, the aims of SPACs and customary VC / PE strategies are very similar and firms are now seeing that SPACs themselves might other multiple advantages over the traditional acquisition and investment holding structures utilised by PE.
10/07/2020
Automated Service Now Part of Suite of Innovative Technology Solutions
10/06/2020
According to TipRanks.com, RBC Capital analyst Kenneth Lee is currently ranked with 4 stars on a 0-5 stars ranking scale, with an average return of 5.2% and a 56.25% success rate.
10/05/2020
Founder and President of Luken Investment Analytics, a quantitative research and third-party asset management firm based in Franklin, TN.
10/05/2020
Schwab CEO Walt Bettinger’s plan to attract the rich, lock in the young, and crush the threat of Robinhood.
10/05/2020
There's an abyss that asset owners have to jump over when it comes to getting to know potential investment managers for your fund via a Zoom meeting.
10/04/2020
Dealmaking has fallen almost 25% through Septpember 30
10/04/2020
At issue is a July SEC proposal that would mark a dramatic overhaul of fund reporting rules that haven’t been updated in 40 years.
10/02/2020
The decision to outsource drove immense economies of scale through central platform administrators providing gold-standard financial technology, experienced back-office and accounting teams and complex valuation modeling.
10/02/2020
Anne Fossemalle, EBRD Director for Equity Funds, said, “From the outset of the Covid-19 pandemic, it has become even more important to continue supporting promising fund managers in the SEMED region in order to provide SMEs with continuous access to
10/01/2020
Another possible way to eliminate or mitigate taxes is by using a Malta pension plan.
10/01/2020
The rankings, selected by the publication’s editors, highlight the professional achievements and business acumen of the industry’s leading women.
10/01/2020
London’s position as a gateway to Europe for U.S. banks is being eroded
10/01/2020
Continuing the same pan-regional, sector-focused strategy as its predecessors, LAPEF VII will invest primarily in Brazil, Colombia, Mexico and Peru, and may also invest opportunistically in nearby countries including Argentina and Chile.
09/29/2020
The world’s five largest asset management companies, BlackRock, Vanguard, UBS, State Street, and Fidelity International, hold USD22.5 trillion in assets combined, which is higher than the GDP of the United States.
09/29/2020
Each of the three companies brings distinct capabilities to the partnership.
09/29/2020
Head of Citi Private Bank, North America
09/29/2020
Many say the rule would make it so difficult or risky for workplace plans to offer ESGs that it effectively removes them from consideration.