08/09/2022
Arthur J. Gallagher & Co. Acquires Evergreen Insurance Managers Inc.
The Evergreen team expands RPS's presence into the greater Portland market and offers us new growth opportunities in the Pacific Northwest
Alternative Investments
08/08/2022
Truist Insurance Holdings enhances client offerings with acquisition of BenefitMall from Carlyle
The transaction will add approximately $150 million of annual revenue to Truist Insurance Holdings' wholesale division.
08/08/2022
Arthur J. Gallagher & Co. Acquires Another Day Limited
The firm is headed up by Jake Hernandez who will continue to run the business.
08/08/2022
The Bank of London Announces A Multimillion Dollar Investment in Charlotte and the Creation of 350 New Jobs
New positions at the US Global Platform and Services division will include software development, compliance and risk, technology operations, infrastructure engineering and business operations.
08/04/2022
Hansard launch Lat Am adviser survey
With a keen focus on new business generation ideas, target expectations & ambitions, the survey findings will also delve into the shared challenges that advisers across the region face in driving their business forward into 2023.
08/04/2022
Sun Life profit beats estimates as Canada growth offsets wealth weakness
Sun Life's reported net income dropped to C$1.34 a share from C$1.53 a year earlier
08/04/2022
Apollo Announces Formal Launch of Sponsor and Secondary Solutions Business, “S3”, with Cornerstone Commitment from ADIA
Apollo S3 launches with approx. $4 billion in new commitments
08/03/2022
LPL Recruits Record $44B in Q2
While advisor movement across the industry has muted, LPL added 780 advisors in the second quarter, many of which came from its recruitment of CUNA Mutual Group.
08/03/2022
David Poliquin on the principles that led to his success
For the 2022 5-Star Advisor, a strong professional ethos is the natural starting point
08/02/2022
Silgan Holdings Inc. Completes Listing Transfer to the New York Stock Exchange
“We are excited to welcome world-class manufacturer, Silgan, to the NYSE’s community of icons and disruptors,”
07/29/2022
How to Overhaul the Tried-and-Tested Investment Portfolio When Inflation Soars
“In contrast to the last cycle, you’ve had a mix of growth and inflation conditions that are quite unfriendly,”
07/29/2022
CIBC Asset Management announces final valuation for terminating CIBC Multifactor Canadian Equity ETF and CIBC Multifactor U.S. Equity ETF
As announced on May 16, 2022, the CIBC Strategic Beta ETFs were delisted from the Toronto Stock Exchange at CAMI's request as of market close on July 26, 2022, and will be terminated as of the close of business today, July 29, 2022.
07/28/2022
Manulife Investment Management announces updates to investment offerings
The Manufacturers Life Insurance Company (Manulife) is the issuer of insurance contracts containing Manulife segregated funds and the guarantor of any guaranteed provisions therein.
07/28/2022
Franklin Resources, Inc. Announces Third Quarter Results
Adjusted operating income2 was $566.9 million for the quarter ended June 30, 2022, as compared to $576.6 million for the previous quarter and $601.2 million for the prior year.
07/28/2022
Chubb’s net income falls 46% to $1.2b
The P&C combined ratio was 84.2% compared to 88.6% prior year, and the current accident year P&C combined ratio excluding catastrophe losses was 83.5% compared to 85.3% prior year.
07/27/2022
Jane Fischer Asset Management Launches the Exclusive Services of Account Management Services
JFTfunds offers managed accounts, a category of trading service that chooses a collection of funds and puts them together in a portfolio for a specific client.
07/27/2022
PNC Bank Launches Community Advisory Council With 17 New Members Appointed
Community Leaders Selected to Help Steer Bank's $88 Billion Community Benefits Plan
07/27/2022
Truist continues to deliver on rural investment, lending and services commitments
Ongoing rural initiatives a critical component of Truist's $60 billion Community Benefits Plan
07/27/2022
Citizens Business Conditions Index™ moderates from Q1 peak
Business activity remains healthy, but is clearly cooling from the prior quarter.
07/26/2022
CION Investment Group Acquires Full Stake in Seven Group
This acquisition expands the value-add services available for financial advisors that work with CION and builds on its successful and growing retail distribution platform.