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Alternative Investments

10/11/2016

Nasdaq and Hong Kong exchange sharing information on blockchain technology

Hong Kong Monetary Authority is already planning an innovation hub that will test blockchain and distributed ledger solution

10/11/2016

Canadian funds step up investments in India

Canadian pension fund plans to invest $2.3 billion in India

10/11/2016

Hazeltree Partners with BlackRock to Automate Cash Sweeps

This partnership provides mutual clients an efficient way to manage cash and sweep unencumbered free cash to BlackRock money market funds.

10/11/2016

Apex Clearing launches prime brokerage platform for small and mid-sized hedge funds

Apex Clearing can also take full custody of a client's assets, eliminating the need for middlemen.

10/11/2016

Bahana TCW to soon launch new equity fund on infrastructure

The collected funds will be invested in companies, particularly state-owned firms, operating in the infrastructure sector

10/11/2016

Pew report sees Alaska ahead of other states in its ‘sovereign wealth fund’

The report found that it’s one of three states that doesn’t allow withdrawals from the fund principal.

10/10/2016

HarbourVest readies new offer for SVG Capital

Boston-based fund says it wants to engage with UK private equity group amid three-way bid battle

10/10/2016

InsurTech will be the Next Big Thing

On the other side of the equation, $290.6 billion was allocated to property losses for the P/C.

10/10/2016

New robo-advisor app offers hedge fund strategies without hedge fund costs

Lighthouse Canton operates at the cutting edge of technology

10/07/2016

RBC Global Asset Management Inc. Announces September Sales Results for RBC Funds, PH&N Funds and BlueBay Funds

Sales results information is based on preliminary data from the Investment Funds Institute of Canada and only include Canadian prospectus qualified mutual funds.

10/07/2016

Bermuda Asset Management Event In New York

Our market’s experts were very well represented, and the recent jurisdictional updates made for a very compelling message.

10/07/2016

New diversified growth player Latitude launches first fund

The relative allocation of asset classes will be determined by analysing cyclical factors with a long term, capital preservation objective.

10/07/2016

J.P. Morgan Asset Management Launches Center for Investment Excellence

The podcasts are currently available free of charge on the Center's homepage and through the iTunes store, enabling listeners to access them at their convenience.

10/06/2016

Highlander Partners Expands Investments into Tech Sector; Adds Technology Veteran Rashid Skaf to Private Equity Team

This is a new area of investment for the firm.

10/05/2016

After LPL Leaves FSI, Two of Its OSJs Become Members

FSI deciding to let the Super OSJ groups of non member IBDs directly join the organization is a smart move

10/05/2016

Wells Fargo Asset Management Completes Acquisition of Analytic Investors, LLC

Financial terms of the agreement have not been disclosed.

10/05/2016

Atlanta Financial Associates Partners Cathy Miller, Julianne Andrews and Rick Henderson Selected as Five Star Wealth Managers for 2016

The Five Star Wealth Manager award is the largest and most widely published wealth manager program in the financial services industry.

10/05/2016

AIG Awards Larry Macy with the Platinum Advisor 2016 Award

Has been in the financial services industry for nearly 20 years.

10/05/2016

Everest Wealth Management faces off against state

The case began in December 2015 when the Maryland Insurance Administration issued an order revoking the producer licenses of Rousseaux and Everest and fining them more than $60,000.

10/05/2016

Soltis Investment Advisors Named to Financial Times 401 Top Retirement Plan Advisors List

To be considered for the list, a firm must manage at least $75 million in plan assets, which must represent at least 25% of the firm's total assets under management or advisement.

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