03/18/2020
Advisors find new ways to stay productive in retirement
While navigating her next steps, Ms. Latremoille took a self-assessment test called SuccessFinder that helped her explore what she wanted to do with her talents and skills.
Alternative Investments
03/16/2020
Mirae Asset says on track to close $5.8 bn US hotels deal
The South Korean asset manager is aiming to close the deal in coming weeks, and Anbang Insurance stays firm on completing the sale to Mirae Asset, according to the source.
03/16/2020
Private-equity takeover of nursing homes has reduced quality of care at critical moment, research suggests
For-profit ownership and private-equity backing of nursing homes, academic studies show, may weaken facilities’ staffing levels and compliance with federal standards
03/16/2020
Are financial giants contradicting their own climate pledges?
Report says corporate-level financing by five big firms contributes to oil drilling in the Amazon.
03/16/2020
Arthur J. Gallagher & Co. Acquires McConnell, Manit & Trout Insurance Services, LLC
MMT will deepen our expertise in several key industries and brings us significant growth opportunities.
03/15/2020
Ray Dalio’s Macro Fund Took a Hit From the Virus
The drop in the fund, Pure Alpha Fund II, comes nearly two months after Dalio told CNBC “cash is trash” in an interview
03/13/2020
Clark Capital Wins 2020 Lipper Award
NTBIX Named Best 5-Year Fund in Alternative Credit Focus Funds Category
03/11/2020
D.A. Davidson Serves as Financial Advisor to The Maids International in Sale to Gladstone Investment Corporation
Founded over 40 years ago in Omaha, Nebraska, The Maids is the quality leader among house-cleaning services, with franchise and company-owned locations in over 40 U.S. states and three Canadian provinces.
03/11/2020
Managers getting squeezed as real estate cash flows in
In a world where there is a lot of competition to lend, low yield does not equate to low risk.
03/11/2020
Reverence Capital closes second fund at $1.2 billion
Investors include the $225.9 billion New York State Common Retirement Fund, Albany, and the $31.5 billion Texas Municipal Retirement System, Austin.
03/10/2020
Firms strive to bulk up options for investment
The survey data is based on responses by the 100 largest HSA providers.
03/09/2020
Prudential prepares historic split for US business
The move could see the insurer list its American arm on a US stock exchange
03/08/2020
Will coronavirus stock selloff end bull market’s 11 year run?
‘Fragile’ bull market marks another milestone on Monday
03/06/2020
Bahrain’s Investcorp acquires two US properties for $164m
Its global multifamily property portfolio is currently valued at approximately $2.3bn
03/06/2020
The Temptations Of Private Equity
Stumbling unicorns haven’t shaken the wealthy’s faith in private equity, but are its best years behind it?
03/04/2020
DBS announces free coronavirus cover in Hong Kong
It also offers worldwide coverage for policyholders who need to travel during this period.
03/04/2020
Citizens Financial Group Completes Previously Announced Acquisition of Trinity Capital
Trinity will become part of Citizens Capital Markets, Inc., further accelerating the buildout of Citizens’ financial advisory capabilities.
03/03/2020
Elliott Management Calls on Twitter to Remove Jack Dorsey as CEO
The activist investor has taken an undisclosed stake in the company and is pressing for change.
03/03/2020
Vanguard makes changes to Managed Payout Fund
Vanguard Quantitative Equity Group the firm’s internal active fund advisory arm, will continue to manage the fund.
03/02/2020
Bitcoin CME premiums drop as institutional investors close out
Even post the Bitcoin block halving, which is slated to mark a price incline, owing to the reduction in block rewards, the June 2020 contracts are down to 2.71 percent and 3.29 percent premium on CME and the other exchanges.