12/13/2024
J.P. Morgan Asset Management strategies made available via CAIS to over 2,000 wealth management firms that oversee approximately $6 trillion in end client assets
12/12/2024
The lower-touch advisory model of the future is likely to mimic the open banking approach, where data, activities and products are delivered and enabled via application programming interfaces (APIs).
12/12/2024
A report from EY says the industry has pivoted to individuals, but tapping and servicing these clients is expensive.
12/11/2024
This marks MIM’s fourth consecutive year on the list.
12/11/2024
Firm successfully completes 13 acquisitions within 20 months, further expands into Midwest and Southern regions
12/11/2024
Thereafter, the interest rate on the LRCNs will be reset every five years based on the prevailing 5-year Government of Canada Yield plus 3.10 per cent.
12/10/2024
On the tech side, advisors value the improved integrations, analysis that alts platforms are working to build out.
12/10/2024
The evolving relationship between principal investors and GPs is also shaping the future of private markets.
12/09/2024
With the global alternative assets market poised to reach $23 trillion by 2027
12/09/2024
This exclusive recognition celebrates the remarkable achievements of top partners worldwide
12/09/2024
The transaction was closed in concert with BNP Paribas.
12/09/2024
New company to be managed by a newly formed exec committee
12/09/2024
Across asset classes, Apollo targets deploying $50 billion in clean energy and climate investments through 2027 and sees the opportunity to deploy more than $100 billion by 2030.
12/06/2024
Eldridge Wealth Solutions, an insurance and retirement solutions platform, will be comprised of Eldridge’s wholly owned insurance companies, Security Benefit and Everly Life.
12/05/2024
This recognition highlights AWAIM's dedication to delivering insightful and impactful economic analysis within the financial services industry.
12/05/2024
The firm has announced the opening of a new branch
12/04/2024
Looking ahead, State Street Global Advisors expects rate cuts and macroeconomic resilience to continue in 2025, and its long-standing forecast of a US soft landing to materialize.
12/04/2024
Investment in the modelling and understanding of secondary perils has really only recently begun to catch up with that of hurricane and earthquake.
12/03/2024
The market is now roughly $1.6 trillion compared with $41 billion in 2000, according to Preqin.
12/02/2024
About 83% of aspiring CFP planners under 35 are “very likely” or “likely” to work at a firm encouraging pro bono policies, according to a new survey.