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Alternative Investments

11/09/2023

IG Wealth Management Expands Proven Financial Literacy Platform

New programs with Prosper Canada and the Canadian Foundation for Economic Education will help build financial confidence within Indigenous communities and among Indigenous youth

11/09/2023

Ault Alliance Announces Gresham Worldwide Receives $5.4 Million in Contract Orders

Microphase technology will be used as part of a platform designed to counter improvised explosive devices to protect troops in the U.S. military.

11/07/2023

LPL Financial Welcomes GER Loftin Wealth Advisors

The pair began working together in 2010 and have built a faith-based business focused on cultivating long-term relationships with their clients

11/07/2023

Why alternatives are a key focus for institutions managing $100M-plus

Morgan Stanley's Graystone Consulting shares inaugural institutional investment study.

11/07/2023

SMAs top growth among investment products, survey finds

U.S. households reported individual stocks as their most commonly owned investment product[1], held by 43% of households.

11/07/2023

Abacus Life launches new wealth division in association with Dynasty Financial Partners

Headquartered in Orlando, ABL Wealth will provide clients that currently seek liquidity from their life insurance policies with comprehensive lifespan-based financial planning and investment management services.

11/07/2023

Avantax’s Advisor Headcount Declines, Recruited Assets Rise

Avantax said the decline was due to attrition of lower producing advisors as it moves closer to finalizing a sale to Cetera later this month.

11/07/2023

Texas investor raises $746 million for property deals

Stonelake Capital Partners plans to invest in industrial properties.

11/06/2023

Franklin Templeton Launches Franklin Focused Growth ETF (FFOG)

New ETF Focuses Investments in Growth Companies with Potential to Benefit from Major Long-Term Trends

11/06/2023

Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs

The IRA Accounts and Servicing will be Powered by Leading Fintech Company, IRALOGIX

11/06/2023

Wells Fargo and Allspring Collaborate on New Money Market Fund Share Class to Benefit Native American Communities

Allspring Government Money Market Fund’s Tribal Inclusion Class will be distributed exclusively through Wells Fargo

11/06/2023

Hedge funds pile into US stock rally at fastest pace in 2 years - Goldman Sachs

All three major U.S. stock market indexes soared into Friday after a multi-session rally - five consecutive days for the S&P 500 and six for the Nasdaq - to nab their biggest one-week percentage gains of 2023, so far.

11/06/2023

CalPERS to Double Climate Investments, Consider Asset Sales

Staff of the California Public Employees' Retirement System said the plan will boost returns for the $444 billion system

11/03/2023

US asset managers suffer as investors sit on cash

T Rowe Price, Franklin Templeton and AllianceBernstein are among fund groups hit by higher interest rates

11/02/2023

Morgan Stanley launches American Resilience Equity Fund for UK investors

The fund seeks to invest exclusively in “reasonably priced businesses that can sustain their high returns on operating capital over the long term”.

11/02/2023

LarrainVial Asset Management picks J.P. Morgan for custody services

“They have already proven to be a strong, strategic partner and we are confident they will help support our global growth ambitions.”

11/02/2023

Sequoia Financial Group Introduces Sequoia Sentinel, Family Office Dedicated to Serving Ultra High Net Worth Clients

The Sequoia Sentinel Family Office team is a highly trained group of professionals who have significant expertise in solving the complex issues of wealthy families.

11/01/2023

London, New York, Paris: which capital's property market is currently strongest?

The long-term rival cities have been competing for post-pandemic recovery metrics, and London has come out on top in terms of prime property value.

11/01/2023

Morgan Stanley Infrastructure Partners Completes Investment in Valoriza Servicios Medioambientales S.A.

Valoriza operates a concession-based business, with medium to long-term contracts with local municipalities that are inflation-linked with limited volume exposure.

11/01/2023

Allstate, Allianz invest $265 million in Next Insurance in a big bet on insuretech

Next Insurance is entering a strategic partnership with Allstate to develop products including commercial auto policies and extending its existing reinsurance relationship with Allianz.

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