03/25/2025
Waverly Advisors Acquires GGM Wealth Advisors
Waverly expands into Maryland and Virginia
Alternative Investments
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.
03/11/2025
Apella Wealth Expands East Coast Presence with Addition of Marrella Private Wealth, Adding $518 Million in AUM
As advocates, coaches, and fiduciaries, the Marrella team guides clients in making informed financial decisions at every stage of life.
03/11/2025
Wall Street's 2025 stock market forecasts are falling apart for one simple reason
Now, economic growth forecasts are moving lower, and strategists are discussing the likelihood that their year-end targets for the S&P 500 might've been too optimistic.
03/11/2025
HDI Global launches Climate Consulting to bolster business resilience
This service allows companies to create targeted strategies to reduce their exposure to acute and chronic physical climate risks in specific locations.