03/13/2018
As a division of BCG, Penbridge has been renamed BCG Penbridge and will continue to offer proprietary data, business intelligence and advisory services to defined benefit plan sponsors, helping them to meet their plan sponsor and plan fiduciary objectives
03/12/2018
Named “Best Global Prime Broker” for the Third Consecutive Year
03/09/2018
Spiegelman Wealth Management is a comprehensive investment advisory and financial planning firm focused on high-income and high-net-worth individuals.
03/09/2018
Guggenheim Managing Director of Total Return Portfolio Management to be recognized at 25th annual Mutual Fund Industry Awards on April 12 in New York
03/09/2018
The sale includes Sura’s Chile annuities business only, the company said in the statement.
03/08/2018
Group of investors withdraws a shareholder proposal after bank agrees to prepare report on root causes of its scandal
03/08/2018
The bank created a $28-million line of credit for the NRA and operates the primary accounts for the gun rights group, financial documents show.
03/08/2018
Bessemer Trust has filed for a new mutual fund for its Old Westbury range
03/08/2018
This combination accelerates Cigna’s enterprise mission of improving the health, well-being and sense of security of those we serve, and in turn, expanding the breadth of services for our customers
03/07/2018
Report says asset class closes out best five-year stretch in industry history.
03/07/2018
“There’s no reason that ultimately it won’t account for half the assets we manage,” Solotar said. Pressed for a timeline, she said, “I’m going to give myself a little more than five years. Let’s say 10.”
03/07/2018
Strong investor demand for CVS Health's $40 billion M&A bond gave a shot of confidence to the U.S. high-grade bond market.
03/07/2018
OPOC.us serves corporate- and association-sponsored retirement plans and retirement plan-focused advisors.
03/07/2018
We recognize that investors are searching for solutions in a rapidly changing fixed income market. We deliver tailored ETFs that are as wide or as precise as investors' needs to build the best possible portfolios
03/06/2018
The Canadian investor, which has C$337 billion ($261 billion) in assets, is getting into promising hedge funds earlier in their life cycles to secure the ability to invest more as they expand.
03/06/2018
The acquisition, expected to close over the coming months, is subject to customary conditions, including applicable regulatory approvals and approval of the Toronto Stock Exchange.
03/06/2018
These include a robotics fund mirroring the AXA WF Framlington Robotech and a digital economy vehicle mirroring the AXA WF Framlington Digital Economy.
03/05/2018
Alternative investment management deal activity in 2017 hit its highest level since 2008
03/05/2018
Along with those strategies, sources said there are other ways managers are looking to build the use of their ETFs among institutional investors:
03/05/2018
Under the terms of the transaction, XL Group shareholders will receive USD 57.60 per share. This represents a premium of 33% to XL Group closing share price on March 2, 2018.