11/01/2017
Another Morgan Stanley Team Takes Flight
A Duo Of Financial Advisors Has Left Morgan Stanley For Kestra
Alternative Investments
11/01/2017
RBC Investor & Treasury Services Appointed Custodian by Aviva Canada
Aviva Canada is one of the leading property and casualty insurance groups in the country providing home, automobile, leisure/lifestyle and business insurance to more than three million customers.
11/01/2017
NYSTRS invests $200m in Blackstone Asia real estate fund
NYSTRS also said it will provide global diversification at a good time in the market cycle.
11/01/2017
Bill Gross Made a Mess of PIMCO. Manny Roman Is Here to Clean It Up
Inside the quest to make the world's most famous bond manager boring again.
10/31/2017
Vert Asset Management Launches the First Sustainable Real Estate Mutual Fund in the U.S.
Financial advisors are looking for more choices in ESG funds to round out their asset allocations.
10/31/2017
Darlene Murphy, President and Co-Founder of Wellesley Asset Management, Receives Prominent Rankings by Boston Globe and Working Mother Magazine
The top 100 were honored at an award ceremony breakfast on October 27, 2017 in Boston.
10/31/2017
Fulcrum Partners Orlando Honored for Exemplary Executive Benefits Services
Cahill defines his accomplishment by the success he helps facilitate for others.
10/30/2017
Steve Bannon is reportedly going 'off the chain' to destroy hedge fund giant Paul Singer
Bannon told President Trump during a phone call Friday night that he was going "off the chain" to destroy Paul Singer, Axios reports.
10/30/2017
CITCO Wins 2017 HFM US Hedge Fund Services Award
The firm was named “Best Administrator - over $30bn Single Manager” and “Best Administrator – over $30bn Client Service”
10/29/2017
Singapore is second-largest Asian investor in the US and its largest trade partner in Asean
A significant proportion of Singapore's interests are on the east and west coasts.
10/27/2017
Pot Fund’s $250 Million Target Marks Cannabis Industry Milestone
They were looking at markets where there was a lot of disruption and where there’s not a lot of transparency.
10/27/2017
Vanguard’s Jack Bogle Predicts Passive Investing Takeover
Passive ETFs And Mutual Funds Could Account For 90% Of Equity Market
10/27/2017
Hedge fund platform Prophecy Asset Management allocates to Birch Island Capital’s new investment strategy
We have since added an advising mentor with over 25 years of professional experience in valuation.
10/27/2017
Fund of hedge funds turn to consolidation to combat declining AUM
In order to combat the challenging environment fund of hedge funds managers have increasingly turned to M&A activity among themselves
10/26/2017
Lazard's asset management powers profit as advisory fees drop
Financial Advisory operating revenue was $306 million for the third quarter of 2017, 11% lower than the third quarter of 2016.
10/26/2017
OppenheimerFunds Honored With 2017 Community Investment Award
The STAR Awards recognize excellence in marketing, communications and innovation in the asset management industry.
10/26/2017
Principal to Acquire MetLife Afore in Mexico
With nearly 25 years in Mexico, Principal is committed to growing across its mandatory pension, voluntary long-term savings, and mutual funds businesses.
10/25/2017
Record flows for exchange traded funds that track bond markets
Fixed-income funds boom led by BlackRock’s investment grade corporate bond vehicle
10/25/2017
Assets swell after Tampa investment firm adds a Palm Beach practice
The firm has offices Tampa, London and now Palm Beach.
10/25/2017
Mariner Wealth Readies $1 Billion for Acquisitions
Financial terms of the deal haven’t been disclosed but are expected to net the firm more than $1 billion.