04/25/2023
QA Wealth Management Joins CAPTRUST
Firm Specializes in Wealth Management for Big Four and Consulting Partners
Alternative Investments
04/21/2023
Amid Redemption Gates, Non-Traded REIT Shares Trade in Secondary Markets
In the past three months, trading in private real estate secondaries, including non-traded REITs, BDCs and private placements, has increased by an order of magnitude compared to last year, says the CEO of LODAS Markets.
04/21/2023
CI Financial Reports Total Assets of $391.1 Billion for March 2023
All financial amounts in Canadian dollars unless stated otherwise.
04/21/2023
MFA urges FTC to reconsider non-compete ban for alts asset management industry
Alternative asset managers leverage these proprietary investment positions and trading strategies to deliver returns for their institutional investors, including pensions, endowments, and foundations.
04/21/2023
Network International Gets $2.65 Bln Takeover Proposal From Brookfield Asset Management
Network International said it was responding to recent press speculation regarding a possible offer.
04/21/2023
ETF Wrap: Where next for BlackRock?
Ahead of Credit Suisse’s recent state-brokered acquisition by UBS, Fink sent a team of BlackRock staff to Zurich after telling them “to be in the game, we must play the game”.
04/20/2023
PNC Financial Services : Bank Appoints Leadership Positions In North Florida
The group of four leaders has more than 100 combined years of industry experience. Each was selected for their ability to drive and develop high-performing teams, while achieving strong results in the market.
04/20/2023
Oppenheimer's Private Market Opportunity Initiative Celebrates Its Fifth Year of Offering Unique Investments for Sophisticated Clients
Private Client Division Identifies and Provides Access to High-Quality Capital Raisings Through a Combination of Proprietary Funding and Open Architecture Platforms
04/19/2023
American Financial Exchange Acquired By 7RIDGE
7RIDGE’s acquisition of AFX reinforces AFX’s leading role as a provider of credit-sensitive benchmarks to the U.S. lending market.
04/18/2023
Buffett Shows Investors How to Broaden Their Horizons
High-quality companies can be found outside the US, and often at cheaper prices.
04/18/2023
Aristotle Completes Acquisition of Pacific Asset Management from Pacific Life
Rebrands acquired firm to Aristotle Pacific Capital, LLC
04/17/2023
World's Largest Asset Owner, Japan's Government Pension Investment Fund, Selects Morningstar Indexes & Equileap for Additional Gender Diversity Mandate
New Japan version of global gender diversity index builds on initial collaboration between Morningstar, GPIF and Equileap started in 2020.
04/13/2023
15 Northwestern Mutual Illinois-Based Financial Advisors Named on National Ranking of Top Wealth Advisors
Forbes Best-In-State Wealth Advisors are nominated by their firms and undergo a series of comprehensive interviews, questionnaires and vetting by SHOOK Research.
04/13/2023
Cognizant Named a Leader in Capital Markets Operations By Analyst Firm Everest Group
New Report Highlights Cognizant's Strengths in Automation, Analytics, and Consulting to Support Financial Services Clients
04/13/2023
Nasdaq Enhances Risk Platform to Help Banking and Broker-Dealer Community Manage Real-Time Risk
Number of customers using the Nasdaq Risk Platform increased by over 50% in the last 12 months, reflecting substantial increase in demand for real-time risk capability
04/12/2023
Transforming of investment management firms during challenging times
Successful transformations are accomplished through disciplined execution of strategy and skillfully sequenced tactics.
04/12/2023
Bank of America clients withdraw $2.3B from US securities
Amid concerns over commercial real estate, the bank recorded the biggest real estate outflows since mid-2021.
04/06/2023
Cash Is 'In Jeopardy': World's Largest Hedge Fund Founder Ray Dalio Says but Sees an Unexpected Solution
Between strong inflation and the massive debt burden, the founder of the world's largest hedge fund is sounding the alarm.
04/06/2023
KRF Capital structuring the alternative asset ecosystem for family offices and asset managers across the globe
KRF Capital is a private equity firm grounded in creating value & sustainability by working closely with management teams and founders across asset classes.
04/06/2023
Gen Z is blowing past other generations when it comes to 401(k)s and retirement savings
Gen Z is facing its fair share of financial issues, but it’s also putting past generations to shame when it comes to getting a jump on retirement savings.