12/18/2018
Robertson Stephens Unveils New Era with Long Arc Capital
The team at Robertson Stephens has created a wealth management offering with an excellent value proposition for both clients and advisors in the marketplace.
Alternative Investments
12/18/2018
Florida SBA Partners with J.P. Morgan Asset Management on Florida Growth Fund
The Florida Growth Fund is a legislatively-approved program providing capital to growth related businesses in Florida, having already committed over $750 million in Florida-based funds and direct private credit-related investments since commencing in 2009
12/14/2018
Goldman Buys Fund-of- Hedge Funds Manager
GSAM is buying a multi-billion-dollar manager of funds-of-hedge funds.
12/13/2018
Canada Pension Plan to increase bets in China despite political tensions
CPPIB, one of the world's biggest investors, has 8 percent of its funds invested in China
12/12/2018
Crossmark Global Investments Wins Best Places To Work In Money Management Award In Pensions & Investments
Crossmark Global Investments, a leading provider of values-based investment solutions based in Houston, TX, emphasizes a "People with Purpose" culture, and proudly fosters an environment that guides the way employees work and live.
12/12/2018
TCW Named One of the Best Places to Work in Money Management for 2018 by Pensions & Investments
This marks the fifth consecutive year this honor has been bestowed upon TCW
12/12/2018
Ex-Lehman Brothers executive to shut down major hedge fund
Hedge fund returns declined 0.35 percent in November, and the beleaguered industry is down 3.62 percent for the year, according to figures from Bloomberg.
12/12/2018
Elion Partners and Buchanan Partners Announce $100 Million Multifamily Acquisition and Development Plan in Washington D.C. Metro Area
Joint venture marks third partnership between Elion and Buchanan
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