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Alternative Investments

12/12/2018

Morgan Stanley Announces Technology Partnership with Yext to Enhance Financial Advisors’ Digital Presence and Increase Prospecting Success Through Intelligent Search

Their artificial-intelligence-ready data structure will enable Morgan Stanley to create and relate important information about their vast network of individual Financial Advisors, advisory teams and branches.

12/12/2018

361 Capital Wins a Pensions & Investments "Best Places to Work in Money Management" Award for Third Consecutive Year

The 2018 award was part of Pensions & Investments' seventh-annual survey and recognition program, which is dedicated to identifying and recognizing the best employers in the money management industry.

12/12/2018

Highland Capital Management Named Among Pensions & Investments' 2018 Best Places to Work in Money Management

Presented by Pensions & Investments, the global news source of money management, the sixth-annual survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry.

12/11/2018

Bailard Wins a 2018 Pensions & Investments Best Places to Work in Money Management Award

Feedback from both employees and their firms was collected and analyzed by an independent research firm specializing in identifying great places to work.

12/10/2018

Former Cowboy golfer helps tee up new wealth management firm

Most Full Sail clients have $2 million or more to invest, or are high earners, Reynolds said, and give analysts full discretion to manage their accounts.

12/05/2018

Northern Trust acquires forex software solutions provider

Deal Builds on 2016 Partnership for Algorithmic Trading and E-Commerce Platform

12/03/2018

Meet the wealth firm that proudly hires brokers with checkered pasts — from hot-dog thieves to serial email-deleters

A Florida wealth-management firm that oversees $500 million hires brokers who've had run-ins with the law or regulators.

11/30/2018

Warburg Pincus Collects $14 Billion for Flagship Fund

Firm expects further commitments and will close next year

11/29/2018

Baird to buy wealth manager

Terms of the deal, which is subject to customary regulatory approvals, were not disclosed.

11/29/2018

RBC takes robo-advisor service national – making it easy for Canadians to access investment advice online

RBC InvestEase brings convenience, speed and simplicity to fit Canadians’ busy lifestyles

11/28/2018

Scotiabank Selling Operations in Saint Lucia, Other Caribbean Countries

Scotiabank's Global Banking and Markets Division acted as exclusive financial advisor to Scotiabank on both transactions.

11/28/2018

Aberdeen Standard maps countries on ESG credentials

The research found that, without globalisation, poverty reduction in developing nations would not have happened over the past 20 years

11/26/2018

Hedge Fund Throws a Lifeline to HNA Unit Shunned by Wall Street

Pactera’s difficulties, some of which haven’t been previously reported, illustrate how HNA is still struggling to cope with the debt burden amassed during a $40 billion takeover spree.

11/26/2018

Ex-Goldman Banker Channels the Hulk for Deals With Billionaires

Gerry Cardinale's RedBird Capital cultivates wealthy families.

11/26/2018

Fleet Complete Announces New Investment Partnership with Ontario Teachers’

Ontario Teachers' Private Capital group has a long history of investing in the technology sector, as well as a track record of working with leading management teams to execute on their growth ambitions.

11/23/2018

Ifunds launches combined passive and active ethical range

All equity exposure is through ETFs and trackers that invest only in companies that meet socially responsible investing (SRI) criteria.

11/23/2018

Hedge fund manager’s tearful apology video after losing $200 million of clients’ money goes viral

A hedge fund manager who lost hundreds of millions of dollars of clients’ money has gone viral for a tearful apology video.

11/22/2018

Anbang Hires Bank of America for Luxury Hotels Sale

Blackstone held initial discussions about bidding for some of Anbang’s assets

11/22/2018

Vanguard amasses £1bn from UK retail investors

The low-cost US asset management giant broke through the billion-pound level just 18 months after launching its direct investment service

11/21/2018

AllianceBernstein snaps up UK boutique

AB's strong suit has always been, and will continue to be, the firm's commitment to fundamental research.

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