10/16/2018
Northern Trust’s approach to ESG evolves over the years
Starting in 2008, the Northern Global Sustainability Index Fund was the first sustainable investing fund offered by NTAM.
Alternative Investments
10/16/2018
The Art of Product Management at Vanguard
Vanguard had a dramatic year for new ETFs.
10/16/2018
French alts shop targets Brazil and Mexico
The firm would serve both markets from its New York and Santiago offices
10/12/2018
New York Life Investments Launches First "Muni 360 Platform"
New Platform Will Help Investors Navigate the Muni Landscape
10/12/2018
Asana's retail-only property fund gets further backing from US pension funds
TCRS said the fund will buy mispriced, urban-infill retail assets before improving them.
10/11/2018
Canada's Low-Carbon Innovators Get Boost From TD
The launch of the TD Sustainable Future Lab will help give cleantech innovation a home in Waterloo and help to amplify our collective efforts to develop solutions for the new economy.
10/08/2018
Chubb Announces Finalists for the 19th Annual Chubb Charity Challenge National Tournament
Regional event winners advance to national golf competition with a chance to win up to $50,000 for their charity
10/08/2018
CFTC and ASIC sign fintech cooperation arrangement
This arrangement will encourage the development of emerging financial and compliance technologies and continue to enhance global awareness of the critical role of regulators in 21st century digital markets.
10/04/2018
Pimco to buy muni-bond manager
To ensure continuity for Gurtin clients, the firm will maintain its San Diego and Chicago offices, and its investment team will continue managing its funds and separate accounts.
10/03/2018
Generational Group Acquires Wealth Management Firm Talis Advisors
"In addition, Generational Group will help us augment and enhance client experience using best-in-class tools and additional resources."
10/02/2018
RL360 pushes LatAm expansion with Uruguay office
“Opening up in Montevideo really illustrates how importantly we view the Latin American market."
10/01/2018
72-year-old Fidelity bets on the future with blockchain, virtual reality and AI
The firm, which administers more than $7 trillion in customer assets, spends $2.5 billion a year on tech through Fidelity Labs and its Fidelity Center for Applied Technology.
09/30/2018
Meet the Dallas developer amassing discounted estates through auctions
Mehrdad Moayedi won Sam Wyly’s Aspen home in an auction at 75 percent its asking price
09/28/2018
Nikko Asset Management and ARK Investment Management launch disruptive innovation UCITS fund
ARK is an affiliate of Nikko AM via an equity stake
09/28/2018
Five NFP Advisers Named to 2018 Financial Times 401 Top Retirement Adviser List
Rankings are a testament to providing best-in-class retirement services to NFP's valued clients
09/28/2018
Seven Northwestern Mutual Advisors Named to 2018 Financial Times 401 Top Retirement Plan Advisors
The FT 401 distinction follows the recognition of 12 Northwestern Mutual Wealth Management advisors on the 2018 Financial Times' 400 Top Financial Advisors list as well as Northwestern Mutual's ranking as the sixth largest independent broker-dea
09/28/2018
Harbinger hedge fund manager to pay $30 mln in New York tax accord
The Harbinger manager “deliberately dodged paying its fair share of taxes,” Underwood said. “Tax evasion forces ordinary New Yorkers to shoulder the bill.”
09/28/2018
PGIM Investments expands active ETF platform with the launch of a new high yield bond fund
The PGIM Active High Yield Bond ETF is managed by the same PGIM Fixed Income team that manages the 5-Star Overall Morningstar-rated PGIM High Yield Fund as of June 30, 2018, an actively managed open-end fund that has also earned Morningstar’s Gold A
09/27/2018
Big Pension Dives Into Risky Loans
CPPIB views the investment in CLOs—which use cash to buy below-investment-grade corporate loans—as an attractive way to boost returns on its leveraged-loan investments, a plan spokesman said
09/27/2018
BNY Mellon's Lockwood Nearly Doubles the Number of Strategists on the Managed360® Program
Model portfolio programs are proving instrumental in that regard as they can help financial advisors manage investor goals and scale business.