10/23/2023
A Specialized Offering Designed to Provide Consultative Guidance to Help Affluent Clients Secure Insurance Coverage for Luxury Yachts and High-Performance Watercrafts
10/20/2023
Firm successfully completes its fifth acquisition, integrating Martin James’ tax planning and wealth management business into its private wealth management platform
10/20/2023
Templum, the private market and alternative asset operating system, recently unveiled the start of Templum One, an innovative solution for the private market and alternative assets.
10/20/2023
Innovayte, headed by Catherine “Cat” Davies, will seek to work with “entrepreneurial” independent RIAs and broker/dealers with between $100 million and $800 million in AUM.
10/19/2023
Down Range will leverage the AIGI team and infrastructure to further institutionalise their offering.
10/19/2023
The firm's alternatives business grew by $10.9bn during the period, thanks to $700m in net inflows and $300m in total returns with $9.9bn attributed to FX impact.
10/18/2023
Acquired firm has offices across the globe
10/18/2023
Insurance giant faces potential shakeup amid catastrophe losses
10/17/2023
The ETF tracks the price and yield performance - before fees and expenses - of the WisdomTree US Efficient Core UCITS Index.
10/17/2023
Goldman cited strength in interest rate products and mortgages, which helped offset declines in trading of currencies, commodities and credit.
10/17/2023
Shares of the bank inched up 0.3% at $315.30 in volatile premarket trading.
10/17/2023
The bank’s provision for credit losses also came in better than expected, at $1.2 billion, under the $1.3 billion estimate.
10/17/2023
Nearly eight years later, Eisler is still at the helm of his pseudonymous fund, but the operation beneath him has changed dramatically.
10/17/2023
The $930 million facility has been arranged against the firm’s real estate portfolio, marking the largest loan of its kind to Australia’s logistics and industrial sector.
10/17/2023
Blackstone has made strategic changes over the past decade that have positioned its property division for success.
10/16/2023
Recently launched Alpaca Real Estate plans to take advantage of the dislocation in capital markets to invest in sectors with strong operating fundamentals and drive alpha through “innovative operating platforms.”
10/16/2023
Other hedge funds and institutional investors have also made changes to their positions in Tesla.
10/13/2023
The shift to T+1 settlement represents a watershed moment for the securities industry.
10/13/2023
This purchase indicates a notable addition to GDS Wealth Management’s investment portfolio and represents approximately 4.0% of their overall holdings.
10/13/2023
Advisor breaks down how he ensures stability in portfolios against a changing CAD