10/11/2024
CI Global Asset Management Announces Distribution Change for CI Canadian Banks
The risk rating change is based on the risk classification methodology mandated by the Canadian Securities Administrators
Alternative Investments
10/10/2024
Venture capital investors wary of dealmaking despite stock market momentum, report says
"AI companies are commanding the most attention in venture," the report said.
10/10/2024
Longevity Unlocked — Retiring In The Age Of Aging
Greater longevity has been compounded by falling birth rates across much of the developed world
10/10/2024
EP Wealth Partnership Boosts Opto's Client Total to Over 250 RIAs
Opto is aiming to capture the RIA segment serving high-net-worth and ultra-high-net-worth investors.
10/07/2024
EPAM Announces Agreement to Acquire First Derivative, Expanding Global Financial Services Practice
Strategic Acquisition will Enhance Capabilities in Capital Markets, Banking Operations and Asset Servicing, Strengthening Client Offerings Globally
10/07/2024
Sun Life and MFS strengthen 42-year wealth management partnership
MFS focuses on long-term investing to counter inflation's impact, supporting Sun Life's client growth
10/04/2024
Osaic Expands Educational Offerings for Financial Professionals
Wealth Advisor Academy offers financial professionals the resources and best practices to increase their enterprise value and enhance the client experience
10/04/2024
Memphis Team Managing $650 Million in Assets Joins Prospera Financial Services
The firm provides financial planning and multi-generational wealth management with a focus on client advocacy.
10/04/2024
AE Wealth Management's President, Chris Radford, Named Finalist for Executive Leader of the Year at 2024 ThinkAdvisor Luminaries Awards
This accolade highlights Radford's exceptional leadership and innovative contributions within the financial services industry.
10/03/2024
Calamos Named 2024 "Alternative Investment Asset Manager of the Year" by WealthManagement.com
This recognition is a testament to our team's ability to navigate an ever-changing financial landscape and provide advisors and investors with strategies that help achieve long-term success.
10/03/2024
Investment Management Client Services Building a Culture Around Staying the Course
Dominguez and Rancourt work with various types of institutional clients
10/03/2024
Janus Henderson Completes Victory Park Capital Acquisition
The transaction was previously announced in August 2024.
10/03/2024
Citizens Continues California Expansion with Addition of Two Bay Area Private Banking Offices and SoCal Private Banking Team
Expands Legacy of Community Commitment by Launching Partnership Program Awarding $50,000 Grant Focused on Mental Health and Well-Being in San Francisco
10/02/2024
Morgan Stanley Investment Management Closes 1GT Climate Private Equity Fund at $750 Million
The growth-oriented fund invests in companies seeking to mitigate climate change
09/30/2024
State Street Wins Full Fund Service Mandate with Coller Capital
The full service appointment follows State Street’s initial work with Coller Capital on the US launch of its innovative global Private Wealth Secondaries Solutions (PWSS) business in February 2024
09/30/2024
BBVA and KKR set up strategic venture
$200m is invested by BBVA in its global climate strategy through the formation of a strategic partnership with KKR.
09/30/2024
$700M Team Leaves Equitable to Launch RIA With Dynasty Support
A team of 14 professionals has launched Matauro, which will use Fidelity for custody and Purshe Kaplan Sterling Investments for brokerage business.
09/30/2024
New order: investing in resilience as geopolitical map is remade
At the same time, some increasingly affluent emerging market economies are becoming dissatisfied with their status as rule-takers.
09/27/2024
Warren Buffett owns an ETF that could soar 160%. Here's how ASX investors can get on board
Even Warren Buffett loves certain ETFs.
09/26/2024
3650 REIT Secures Nearly $430M in Capital Commitments from Temasek, CalSTRS and Leading RIA
Enhances capital formation team with strategic hires of Jared Carney and Patrick Repko