10/12/2023
Encouraging more Hispanic advisors: Insights from a $1B firm founder
What can the investment and wealth management industry do to boost diversity?
Alternative Investments
10/12/2023
Asset managers boost ETF assets via active fund launches, conversions
The moves demonstrate the eagerness with which asset management firms that are relatively new entrants are embracing ETFs, which are cheaper and more liquid for investors than traditional mutual funds.
10/12/2023
Goldman Sachs to take Q3 earnings hit on GreenSky sale
The deal, set to close in the first quarter of 2024, includes the GreenSky technology platform and associated loan assets.
10/11/2023
The hard times of hedge fund analysts who were on $350k
As some hedge funds flounder, insiders say it's the hedge fund analysts who are suffering.
10/09/2023
Wells Fargo & Company to Release Quarterly Earnings Results
Investors who wish to listen to the conference call can do so by accessing the provided link.
10/09/2023
Hedge fund titan Bill Ackman criticises US foreign policy amid Russai-Ukraine conflict
Renowned CEO Bill Ackman delivers a sobering critique of US foreign policy, citing a history of unfulfilled commitments in the face of global crises.
10/09/2023
Hedge Fund Investor Bill Ackman Just Loaded Up on This Top Artificial Intelligence (AI) Stock
As it turns out, Silicon Valley investors are not the only ones looking to capitalize on the rising popularity of artificial intelligence (AI).
10/06/2023
Why DEI efforts fail: The importance of proper diagnosis and robust follow up
Despite this, progress appears slow.
10/06/2023
Allspring Global Investments launches custom SMA portal for advisers
Remi interface is a one-stop digital portal where advisors request customized SMA proposals for tax optimization and risk mitigation
10/05/2023
Poll finds more Americans seeking financial advice from banks
The survey also found that banking apps are becoming more popular, with six in 10 respondents saying the tips and tools in their digital banking app help them make financial progress.
10/04/2023
abrdn completes sale of $4bn US private equity and venture capital business to alternatives boutique
Sold to HighVista Strategies
10/04/2023
ZEDRA partners with Cascata Solutions to deliver Smart Waterfall Automation
Distribution waterfall is the single most important responsibility for a fund administrator as it is the alignment of the interests of investors with the general partner and, transparency of profits and performance incentives for a job well done.
10/04/2023
EQB Announces Agreement to Acquire Canadian Alternative Asset Manager ACM Advisors
EQB anticipates the acquisition will close before the end of 2023, subject to the receipt of regulatory approvals.
10/04/2023
Edelman Financial Engines Acquires Align Wealth Management
Expands advisor network in the Oklahoma and Florida markets
10/04/2023
PNC buys $16.6B portfolio from Signature
The capital commitments facilities include $9 billion in funded loans, used mostly to help private equity investors manage liquidity and bridge financing, the bank said.
10/04/2023
Waverly Advisors Acquires SoundPath Investment Advisors
Waverly expands its Southern footprint with the addition of its first Mississippi location.
10/04/2023
Coldstream Combines with Two Seattle Firms to Add In-House Services
Two affiliated wealth management firms are merging with Coldstream Wealth Management to expand its client services.
10/03/2023
CI Global Asset Management Now Offering First Home Savings Account
Tax-free registered investment account helps homebuyers save for a down payment
10/02/2023
SS&C Completes Acquisition of Iress' Managed Funds Administration Business
We look forward to working with the MFA team to enhance our services in Australia and deliver solutions to this growing market.
10/02/2023
State Street Recognised In Euromoney Magazine 2023 FX Awards
For over 44 years, the Euromoney Foreign Exchange Survey has traditionally stood as the most comprehensive representation of the wholesale FX market.