08/11/2023
What Biden’s executive order means for U.S. investors in China
The Biden administration’s long-awaited executive order on U.S. investments in Chinese companies leaves open plenty of questions on how it will be implemented.
Alternative Investments
08/10/2023
SS&C Blue Prism Named a Gartner® Magic Quadrant™ RPA Leader for Fifth Year Running
The SS&C Blue Prism Intelligent Automation platform delivers visibility, orchestration and control mechanisms to help enterprises manage the workforce and end-to-end processes.
08/10/2023
CI Financial Reports Financial Results for the Second Quarter of 2023
These results reflect the outstanding quality of the business and the progress we have made in integrating our acquired firms and leveraging our size and scale to enhance our capabilities and services.
08/10/2023
TD Asset Management Inc. Announces Portfolio Adviser Change for the TD U.S. Blue Chip Equity Fund
Effective on or about November 1, 2023 (the "Effective Date"), Epoch Investment Partners, Inc. ("TD Epoch") will become the portfolio adviser of the Fund.
08/09/2023
EFG Companies Grows Leadership Ranks Expanding Client F&I Revenue Generation and Wealth Creation
Adam brings more than 28 years of experience to his role where he will be responsible for growing EFG's agency and powersports market channels.
08/08/2023
Nuveen Lifecycle Income Series for Defined Contribution Plans Provides Income for Life
Collective Investment Trust Features Allocation to the TIAA Secure Income Account Annuity
08/08/2023
StepStone Private Wealth Launches Infrastructure Fund
StepStone Private Infrastructure Fund is an investor-friendly, evergreen private infrastructure fund for accredited investors and smaller institutions
08/07/2023
Bank of America upgrades St James's Place to 'Buy' after share plunge
Attractive entry point for 'quality' franchise
08/07/2023
Virtusa Recognized as a Major Contender in the Asset & Wealth Management PEAK Matrix®
Virtusa's inclusion as a Major Contender in the Asset & Wealth Management PEAK Matrix by Everest Group highlights its competitive position and capabilities in the industry.
08/07/2023
PLS and Green Dot deliver banking and payments tools to US consumers
Combining Green Dot’s products and technology with their customer focus will allow them to further their mission of providing more products, more options, and lower service fees.
08/04/2023
Completion Of South Dakota Trust Company (SDTC) Acquisition
The acquisition was announced on 14 June 2023 and has now received US merger control and South Dakota regulatory approvals.
08/04/2023
Cetera acquires Powell Financial Partners
Powell Financial Partners, an independent wealth management company with offices in Georgetown, Texas, has been purchased by Cetera Financial Group, the financial advisor and wealth hub.
08/02/2023
Mosaic boosted by new strategic investment
The company now underwrites cyber, transactional liability, political risk, political violence, environmental liability, financial institutions, and professional liability.
08/01/2023
Hybrid RIA RFG Advisory Takes First Outside Capital With Long Ridge Investment
The majority investment will be used to launch an equity ownership program and beef up RFG’s talent across multiple functions.
08/01/2023
TD Asset Management Inc. Announces Capping of TD Short Term Investment Class
Changing market and regulatory environments have reduced the tax-efficiency benefits of corporate class structures in Canada.
08/01/2023
Morgan Dempsey Collaborates with Merchant to Drive Adoption of Risk-Adjusted Returns Among Wealth Management Community
This partnership aims to provide innovative solutions that address the evolving needs of wealth management professionals seeking enhanced risk management strategies in an elevated-risk environment.
08/01/2023
NewEdge Capital Group Continues Recruitment Momentum in First Half of 2023
NewEdge Advisors, NewEdge Wealth Divisions on Track to Exceed Last Year's Record Results
08/01/2023
Rockefeller Asset Management Launches U.S. Small Cap Core Fund, Adding to Its Active Lineup of Small Cap Strategies
The Fund seeks to invest in quality domestic small cap companies with durable business models and enduring growth.
08/01/2023
ICE Reworks Corporate Bond Trading Tool to Manage Market Risk
The ICE risk matching auction, which matches buyers and sellers of the same corporate bond or list of bonds to determine the best price for the transaction, was reworked and went live in recent months after years of being dormant.
07/31/2023
Brookfield Re criticised for changes in US life insurer’s investment portfolio
Unite Here raised specific concerns about investments in Brookfield Property Partners