06/09/2023
Natixis IM to close US equities ETF two years after launch
Liquidation proceeds due to be sent to shareholders before the end of July after difficult year for passive fund.
Alternative Investments
06/08/2023
Apex Group’s Fund Services chosen for new LatAm Venture Capital Fund
The launch of Latin Leap’s VC fund is a welcome development against the wider backdrop of macroeconomic uncertainty slowing flows of capital to early-stage businesses.
06/08/2023
State Street Corporation Announces Transition Information for Outstanding U.S. Dollar LIBOR-Linked Instruments
State Street has issued and outstanding USD LIBOR Securities for which Three-Month USD LIBOR currently serves as the benchmark rate used in connection with the calculation or determination of applicable interest, dividend or distribution payments. These
06/08/2023
Franchise Investing For Nonaccredited Investors: Considerations For Advisors
These regulatory changes make it easier for nonaccredited clients to passively invest in franchises.
06/08/2023
NFP acquisition to bolster retirement and wealth management capabilities
Move will result in the formation of a new firm
06/07/2023
Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners
"Mercer Advisors is an exceptional company serving a large and loyal clientele,"
06/06/2023
Consolidation Strikes 401(k) Market Again as Franklin Templeton buys Putnam Investments
What the deal means for advisors and the DC industry.
06/05/2023
Creative Planning Snaps up Minnesota RIA With $2.5 Billion AUM
As part of the deal announced on Monday, Bergan is rebranding as Creative Planning for Business.
06/02/2023
Don’t write off hedge fund ‘sharks and ChatGPT busters’
The rising demand for active management — combined with more short-selling opportunities — is fuelling talk of a long/short equity comeback
06/02/2023
Asset manager consolidation wave continues as two deals announced in 24 hours
There seems to be no end in sight for the asset management M&A surge as Lansdowne Partners takes over Crux AM, while Franklin Templeton is set to acquire Putnam Investments.
06/01/2023
Winged Keel Group Expands into Denver with Acquisition of The Madison Group
The new Winged Keel Denver office will be comprised of an 8-person team of client relationship managers
05/31/2023
Fortis Private Bank Selects Q2 PrecisionLender to Modernize its Approach to Client Relationship Pricing
Q2’s premier relationship pricing and profitability solution will help Fortis’ front-line teams structure, price and negotiate profitable deals while strengthening relationships
05/31/2023
Fixed income shines as equities lose their luster
Franklin Templeton's Brendan Circle discusses his pivot to fixed income as higher rates signal the return to long-term historical trends
05/31/2023
Do Clients Really Want Personalized Portfolios?
Clients rarely have well-defined ideas about what they want their portfolios to look like.
05/31/2023
Gold prices slide as dollar rises on Fed rate hike expectations
Traders consider impact of US debt deal and outcome of next Fed meeting on gold prices
05/30/2023
Connection Capital grows its management team
As Connection Capital’s new chief investment officer, Mowlem will be in charge of establishing and managing the company’s direct investment, co-investment, and alternative funds product lines.
05/30/2023
HNWIs Show a Preference for Direct Investment in Real Estate
With the sector facing headwinds, HNWI enthusiasm for commercial real estate has dampened and what type of investments they prefer has shifted, according to WMRE exclusive research.
05/29/2023
SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index
SS&C GlobeOp Hedge Fund Performance Index: April performance 0.32% Capital Movement Index: May net flows advance 0.16%
05/26/2023
The WealthStack Podcast: The Future of Investing with John O’Connell of The Oasis Group
The Oasis Group founder and CEO details how the metaverse is changing the investment landscape and why advisors need to stay on top of AI trends.
05/25/2023
US family offices look to alternative asset classes
Around a third of respondents (32%) said that they were seeing increased exposure to alternative asset classes in the Americas, which chimes with the first-hand experience of Ocorian’s Cayman team.