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Alternative Investments

01/09/2019

Hub Continues Canadian Employee Benefits Expansion with Purchase of TRG

Many of TRG’s advisers are recognized experts, industry advocates and published authors, who frequently speak at symposiums, conferences and summits on the topic of employee benefits, Hub noted.

01/08/2019

Institutional Investors Batten Down the Hatches

A survey of institutions overseeing $7 trillion shows investors positioning for a downturn.

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

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