04/07/2025
Model Portfolios Simplify Wealth Managers’ Messaging with Clients
This integration hinges not only on strategic collaboration but also on conveying ideas and solutions that resonate deeply with advisors and their clients.
Alternative Investments
04/07/2025
RBC Indigo Asset Management Inc. announces approval of fund mergers
The Independent Review Committee of the RBC Indigo Terminating Funds provided their approval or a positive recommendation
04/04/2025
State Street Global Advisors Announces Strategic Partnership and Investment in Ethic
SSGA and Ethic also announced a strategic partnership to deliver customized investment solutions at scale to SSGA’s institutional and financial intermediary clients.
04/02/2025
Envestnet, Interactive Brokers launch innovative investment solutions in Canada
Direct indexing and predictions market launches highlight focus on Canadian market
04/02/2025
S&P sell-off to worsen, warn Wall Street trading desks
Goldman, BofA among those sounding the alarm.
04/02/2025
Mercer Advisors Expands in Memphis With Acquisition of Vishria Bird Financial Group
Values-based financial planning firm strengthens $70 billion RIA's footprint in Tennessee
04/01/2025
Wealth Enhancement acquires $581M team in first North Dakota location
It marks the firm's third addition to its nationwide footprint in just a week
04/01/2025
Shareholders' group slams Goldman execs' $80M bonuses
Solomon and Waldron's rewards deemed 'poor practice' by ISS
04/01/2025
The Vistria Group's Real Estate Debut Exceeds $2.5 Billion AUM in Two Years
Vistria Housing Fund, LP Portfolio Now Exceeds 7,000 Units Nationwide
03/31/2025
LPL Financial to Buy Commonwealth Financial for $2.7B
The independent broker/dealer known for its small, boutique culture will be absorbed into the largest IBD in the United States.
03/31/2025
No longer ‘traditional’: Fink talks up BlackRock’s $27bn alts investment
Larry Fink clearly wants the whopping $27bn investment in private assets deals to be fruitful, as he dedicates a large slug of his annual letter to alts.
03/31/2025
FX options volume surge as investors juggle tariff risks
The expectation for FX volatility comes after measures of volatility have fallen since January, driven, in part, by profit taking and as tariff measures have so far undershot the markets' worst fears.
03/31/2025
Citizens CEO Bruce Van Saun Reinforces Commitment to Supporting Business Growth Amidst Economic Uncertainty at The City Club of Cleveland
The event also featured a fireside chat with Van Saun, moderated by Michael Jeans, Founder and CEO of Growth Opportunity Partners.
03/28/2025
Janus Henderson launches USD AAA CLO ETF for non-US investors: JAAA LN
The team has a successful, long-standing track record in CLO investing, with access to market-leading tools and systems enabling in-depth analysis of CLO collateral to identify relative value opportunities.
03/28/2025
BC Partners Set to Raise $1.4 Billion for Private Credit Fund
It would be BC Partners’ largest special opportunities fund to date.
03/27/2025
Numerix and Apex Group Partner to Enhance Buy-Side Risk Solutions
This partnership enhances the capabilities available to buy-side firms, equipping them with the advanced pricing and valuations they need to navigate today's complex regulatory landscape.
03/26/2025
Form PF explained: A complete guide for U.S. fund advisers
Born from the 2008 financial crisis, Form PF has grown increasingly important to regulators
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