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Alternative Investments

03/26/2025

73% of executives deprioritising sustainability amid economic uncertainty, says Beazley

Beazley’s research highlights the increasing vulnerability of businesses as they struggle to integrate climate preparedness into their risk management strategies.

03/25/2025

EagleView expands drone services for streamlined property claims and repair estimates

EagleView integrates smoothly with leading claims estimatics platforms, providing an effective and value-added end-to-end solution for inspections and repair estimates.

03/25/2025

World Investment Advisors Announces Launch of New Investment Management Platform WorldMAP

New investment and portfolio management platform provides access to a wide range of curated, multi-asset models and strategies created and managed by World's investment team

03/25/2025

Waverly Advisors Acquires GGM Wealth Advisors

Waverly expands into Maryland and Virginia

03/21/2025

Copia Wealth Studios Unveils "Clarity" - AI-Powered Wealth Management Platform for Sophisticated Investors

The new solution addresses the growing complexity faced by successful entrepreneurs and family offices who manage multiple alternative investments across fragmented investor portals.

03/21/2025

US Capital Global Closes Global Family Office Summit with High-Profile Investor Gathering in Miami

US Capital Global hosted an exclusive VIP investor event in Miami, bringing together 200 global investors to mark the conclusion of the 24th Global Family Office Investment Summit.

03/19/2025

Miami International Holdings Announces Offer to Acquire The International Stock Exchange

The recommended cash acquisition recognises the strength of the business

03/19/2025

Manulife Named 2025 Gallup Exceptional Workplace Award Winner for Third Year in a Row

Manulife successfully met Gallup’s rigorous award criteria, placing the company in an elite group recognized for this award.

03/18/2025

Artisan Partners International Value Fund Wins Three U.S. Lipper Fund Awards for Third Straight Year

This is the third year in a row the Fund has won the Lipper Fund Awards in the International Large-Cap Value category.

03/18/2025

Citizens Serves as Exclusive Financial Advisor to Great Lakes Roofing on its Sale to Renova One

Great Lakes Roofing, headquartered in Troy, Michigan, has provided a full suite of exterior service solutions to multi- and single-family customers for more than 30 years.

03/18/2025

Goldman Sachs & JPMorgan lost rates sales staff in post-bonus moves

The exits come after Goldman Sachs also lost Scott Rubner from its West Palm Beach team last month.

03/18/2025

Rise Growth-Backed Bleakley Transitions 80% of AUM to Equity Partnership

Bleakley Financial Group, which became Rise Growth’s first RIA investment last year, has also acquired two firms with about $1 billion in assets in the first quarter of 2025.

03/14/2025

Asia hedge funds outperform US peers as markets sell off

Asian hedge funds that bet on stock rises and falls, tracked by Morgan Stanley, were up 2.8% year-to-date, while the U.S. ones lost 2.6%.

03/14/2025

Overland Advantage and Wells Fargo Lead Senior Secured Credit Facilities to MaxiTransfers

MaxiTransfers is a money service business specializing in the US-LATAM corridor, serving the Latin American community in the U.S. since the early 2000's.

03/13/2025

VeriQuant Asset Management Announces Strategic Partnership with CLS Capital Group, Secures $10 Million in First Funding Raise

Grounded in Principles, Driven by Innovation.

03/13/2025

Beacon Hill Wealth Management: One of Canada's Leading Cross-Border Investment Firms

Expert cross-border wealth management for Americans in Canada.

03/13/2025

Abacus Life rebrands as Abacus Global Management

Company expands its financial services and global reach

03/13/2025

Comvest Partners Celebrates 25 Years of Investment Management Leadership

Celebrating 25 years of investment management leadership is extremely rewarding

03/12/2025

Warren Buffett Is Selling Bank of America and Citigroup Stock and Is Piling Into This High-Yield Investment Instead

That resulted in $101.1 billion in taxable gains, dwarfing any amount the company realized in the past as well as its normal operating income.

03/12/2025

New FinCEN rules every investment adviser should know

For decades, banks and broker-dealers have operated under strict AML requirements.

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Key Private Bank named a winner for ‘Regional Private Bank’ at the 2026 Family Wealth Report Awards

05-08-2026

Scotia Wealth Management enters an arrangement with SBI Canada Bank to offer wealth management services to SBI Canada's high-net-worth clients Français

05-11-2026

IMA adds $400M wealth management team through CFS partnership

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05-11-2026

AI can analyze data but it can’t replace trust, says MassMutual wealth chief

05-11-2026

Broadridge Deploys Agentic AI at Institutional Scale Across Capital Markets and Wealth Operations

05-11-2026

A return to near-record highs is no reason to derisk in equities

05-08-2026

Rockefeller Capital Management Appoints Anousheh Ansari to Board of Directors

05-14-2026

J.P. Morgan named among Barron’s top advisors and teams for 2026

05-14-2026

Corient Announces Acquisition of Capital Advisors, Expanding its Presence in the U.S. Southwest

05-14-2026

Citi Strengthens Financial Institutions Investment Banking Team With Senior Hires

05-14-2026

Fiserv and Bridgeport Partners Enter into Agreement to Form Joint Venture to Accelerate Growth Across ATM and Cash Services Businesses

05-14-2026

Emigrant Bank Appoints Tyler Kelley as Managing Director to Support Strategic Growth and Family Office Expansion

05-14-2026

Goldman Sachs Alternatives to Acquire QScale, a Leading Canadian Data Center Platform

05-14-2026

Apex Group provides transfer agency services in support of the launch of Fidelity International’s first tokenised product

05-14-2026

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