01/08/2019
Institutional Investors Batten Down the Hatches
A survey of institutions overseeing $7 trillion shows investors positioning for a downturn.
Alternative Investments
01/08/2019
Triad Advisors And Resources Investment Advisors Announce Recruitment Of Retirement Benefits Group
Ladenburg Subsidiary Congratulates Hybrid RIA and OSJ Resources Investment Advisors on Formation of One of the Nation's Leading Networks of Retirement Plan-Focused Advisors in Affiliation with Retirement Benefits Group
01/08/2019
Global Investors Shun Risk, Embrace Private Markets - BlackRock
Institutions concerned that economic cycle is turning
01/08/2019
Hedge fund D.E. Shaw's flagship fund posts double-digit returns
The Composite Fund pursues a mix of computer based and discretionary strategies and has notched double-digit returns in seven of the last 10 years.
01/07/2019
Fund managers have an 'emerging' wish
US-based fund managers betting that this asset class may have the largest rebound in new year
01/04/2019
Mercer Advisors acquires $110m RIA in first deal of 2019
It primarily caters to high-net-worth clients in the San Francisco Bay area.
01/04/2019
Northern Trust 2019 Outlook Sees No Recession in Developed Markets and Global Growth Continuing
U.S. High Yield Favored Asset Class
01/04/2019
Verily Announces $1 Billion Investment Round to Fund Growth and Innovation
“Adding a well-rounded group of seasoned investors, led by Silver Lake, will further prepare us to execute as healthcare continues the shift towards evidence generation and value-based reimbursement models.”
01/04/2019
Consulting firm Opens Miami Office
Eduardo Rabassa, previously Managing Partner of Amrop Miami, will lead the new team.
01/04/2019
Vanguard to liquidate $962.5 million balanced fund in March
Vanguard liquidated its Ohio Tax-Exempt Money Market Fund in 2017 and the U.K.-domiciled Ultra- Short-Term Bond Fund in 2018.
01/03/2019
Hedge fund DE Shaw eyes new ‘risk premia’ strategies
New York-based group aims to broaden products away from traditional absolute return approach
01/03/2019
DeVere to consolidate position in adviser market after US sale
The firm is set to sell its operation in the US and will make ‘major acquisitions’ with the proceeds
01/01/2019
Weatherstone Capital Management to Join Focus Firm Carnick & Kubik; Insero Wealth Strategies to Join Focus Firm Buckingham Strategic Wealth
The Insero transaction is expected to close in the first quarter of 2019 and the Weatherstone transaction is expected to close in the second quarter of 2019, each subject to customary closing conditions.
12/28/2018
What Investment Advisers Are Saying On the Dow's 871-Point Bounce
Nancy Tengler, chief investment strategist at Tengler Wealth Management, which has around $450 million under management:
12/28/2018
RBC’s McGregor Eyes More Private-Equity Dealings to Gain Edge
McGregor sees better near-term deal-making in U.S. over Canada
12/27/2018
Global economy set to feel delayed trade war pain in 2019
And volumes are tipped to slow further even as the United States and China seek to resolve their trade spat, with companies warning of ongoing disruption.
12/27/2018
City, State Comptrollers Take Different Approaches on Pension-Fund Pressure
Environmental activists have said they plan to target Mr. DiNapoli with protests to convince him to move toward divestment.
12/27/2018
3 Predictions For RIAs And Fee-Based Advisors In 2019
The year 2018 also marked the 10-year anniversary of the 2008 financial crisis.
12/27/2018
A Hedge Fund Makes Billions Off Americans’ Underwater Mortgages
Fir Tree bet that homeowners would keep paying loans, even against their interest
12/27/2018
Asset Manager Millennium Management Nabs 300K SF at 399 Park Avenue
Millennium Management will move its New York City headquarters from 666 Fifth Avenue to Boston Properties’ 399 Park Avenue, the landlord announced today.