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Alternative Investments

12/29/2023

Differences in Entrepreneurship Across the US: Can Industrial Policy Help?

The policy must consider the needs of regional and local communities, which may differ from a national perspective.

12/29/2023

KeyCorp Chairman & CEO Chris Gorman Honored With Annual Humanitarian Award

Award recognizes individuals who have left lasting legacies of diversity, equity, and inclusion in their communities

12/29/2023

Scotia Global Asset Management announces final year-end cash distributions for the Scotia ETFs

The actual taxable amounts of cash distributions for 2023

12/28/2023

Generational Equity Advises A3GEO in its Sale to RMA Companies

RMA is a leading provider of professional services in environmental consulting, geosciences, and materials testing and inspection

12/22/2023

AM Best assigns ratings to Sapphire Re

The portfolio of the company is concentrated in the motor business line, with most of its business being underwritten in Colombia.

12/22/2023

NormanMax gets green light for parametric Lloyd’s syndicate

Apollo provides Lloyd’s managing agency services to businesses that share its values of innovation and collaboration; and forms long term partnerships to deliver successful businesses at Lloyd’s.

12/22/2023

Zero-day options just a factor in US stock volatility

Analysts cited a mix of factors such as low year-end volumes and one-sided investor positioning

12/20/2023

WisdomTree Announces Launch of WisdomTree Bianco Total Return Fund (WTBN)

The Bianco Research Fixed Income Total Return Index employs a multi-step rules-based process that strives to outperform a market-cap

12/20/2023

Expensify Adds Budgeting to Help Companies Prepare for 2024

It also notifies both individuals and their admins how much of their budget remains throughout a given period

12/19/2023

The TRADE predictions series 2024: Foreign exchange, the regulatory impact

Participants across Liontrust Asset Management, BidFX, OSTTRA, and Integral explore the not so silent elephant in the room, T+1 settlement and its impact on foreign exchange, and more.

12/19/2023

CI Financial Corp. Announces Preliminary Results of Substantial Issuer Bid

The number of Shares properly tendered and not properly withdrawn

12/19/2023

Risk Strategies Acquires Robert Alan Agency

New York-based firm adds to expertise in personal and commercial lines

12/19/2023

Hedge Fund Titan Boaz Weinstein Gears Up For a $240B Crusade

“We’re pushing back against grotesque behavior from some in the asset-management industry,” Boaz Weinstein says.

12/19/2023

Insurance considerations for cross-border clients

Advisor, specialist in cross-border issues, outlines why insurance needs to be considered in any cross-border plans

12/16/2023

Captive fined by Washington Insurance Commissioner

The fine was just one of a number of fines issued by Kreidler totalling $305,694 against insurance companies and insurance producers who violated state insurance laws and regulations.

12/15/2023

Integrated Partners reports milestone year, with $3B in assets added in 2023

The firm also launched an insurance division and made its first acquisition.

12/15/2023

Tennessee captives director hails milestone year for formations

Working alongside the Department is the Tennessee Captive Insurance Association

12/14/2023

Real Estate Powerhouses Katie Van Brunt and Steven Marvin Join Nest Seekers International’s Office of Global Wealth

Nest Seekers offers the perfect harmony with my love for real estate and my flair for interior design.

12/14/2023

Two Firms Managing $600MM Leave Triad for Arkadios

They oversee over $325 million in client assets.

12/13/2023

Churchill Asset Management Named A Best Place to Work in Money Management for the Third Consecutive Year by Pensions & Investments

Churchill employee responses highlighted the firm’s highly inclusive culture, learning and development programs, empowering management team and volunteer opportunities, among other strengths.

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