09/02/2015
Cetera Financial Institutions Welcomes Alabama Credit Union Investment Services Team to Broker-Dealer Platform
Newly Branded ACU Investment Services to Focus on Growth and Strengthen Relationship with Existing Credit Union Membership
Alternative Investments
09/02/2015
BlackRock’s McKenna Starts Hedge Fund With $270 Million
Hedge funds accounted for $31 billion of the firm’s $4.72 trillion in assets as of June 30.
09/01/2015
NFP Acquires Insurance Management Associates
The acquisition of IMA enhances our commercial line capabilities, particularly in designing solutions for clients with complex risk profiles.
09/01/2015
Paving The Future
The firm has just eight employees, which is surprising considering the scale of its business.
09/01/2015
Wealth Advisors Group Announces New Broker-Dealer Affiliation with Lincoln Financial Advisors
This move will benefit everybody involved.
09/01/2015
Sun Life completes Bentall Kennedy acquisition
Bentall Kennedy will continue to be managed by its current team
09/01/2015
One Equity to acquire August Columbia Capital
Through this transaction, OEP will increase its existing presence on the technology and technology enabled markets by adding the long history and market presence of Augusta Columbia.
08/31/2015
DoubleLine Capital opens commodity mutual fund to investors
A broad mix of commodities historically has shown low correlations to stocks, bonds and cash.
08/31/2015
University Endowment Returns Fall With Equity, Bond Markets
Endowments aim to achieve about a 7.5 percent return to protect against inflation and provide for university support expenses.
08/31/2015
Calpers, Calstrs Want Bank of America to Separate Roles of Chairman, CEO
The California pension funds oppose a bylaw change that would let Brian Moynihan hold both roles
08/26/2015
Shariah Compliant, Globally Diversified
The product, the Azzad Wise Capital Fund, had reached about $50 million
08/26/2015
Loeb ruling raises hurdles for activists
Third Point’s conduct demonstrated that it intended to have more than a passive interest in Yahoo
08/26/2015
Manual swap management still rife, says SimCorp
Combined with a lack of automation, this can lead to poor investments, meaning investors may not get the best returns.
08/26/2015
Kevin O'Leary, Star of Shark Tank, Launches 4 Smart-Beta ETFs
The quality and low volatility requirements are designed to potentially reduce exposure to high dividend equities
08/24/2015
Managers courting new client base
Rising institutional, regulatory pressures are part of the reason
08/23/2015
Hedge funds are shaking up corporate America and Wall Street couldn't be happier
Starboard Value isn't the only activist operating from a recycled playbook in 2015.
08/23/2015
Donald Trump: "The hedge fund guys are getting away with murder"
They're paying nothing and it's ridiculous.
08/21/2015
First Bank of Berne sells trust business
FirstMutual looks for opportunities to grow
08/21/2015
Ramius seeds Caerus Global Investors, takes stake in firm
Ramius also assumed ownership of a stake in Caerus’ business, the size of which is not being disclosed
08/21/2015
Money managers launch new ETFs to satisfy demand
Institutional investors are driving the growth