05/04/2023
$875M Merrill Lynch Team Launches RIA with Dynasty
The team has joined the Dynasty network in Florham Park, New Jersey, and operates as Premier Path Wealth Partners.
Alternative Investments
05/03/2023
Market risks warrant a selective stance on stocks
The first trading day of May was equally uneventful, with low volumes amid a holiday in many markets.
05/03/2023
Republic Capital Advises Brainard Capital Management on Combination with Pathstone Family Office
Pathstone is an independently operated, partner-owned advisory firm offering comprehensive family office services and customized investment advice for families, family offices, and foundations and endowments.
04/27/2023
SS&C GlobeOp Forward Redemption Indicator
SS&C GlobeOp Forward Redemption Indicator: April notifications 1.93%
04/27/2023
AIG Finalizes Agreement With Stone Point Capital to Form Private Client Select Insurance Services
As previously announced in February 2023, AIG's Private Client Group (PCG) business will move to this new independent platform
04/27/2023
Morningstar, Inc. Reports First-Quarter 2023 Financial Results
Morningstar Indexes revenue grew 25.3%
04/27/2023
Aegon Asset Management and Lakemore Partners Announce Strategic Partnershi
Agreement Supports Aegon AM's US CLO Platform Growth While Expanding Lakemore's Global Institutional Client Base
04/27/2023
Investor Confidence Increases 2.2 Points in April to 83.5
The index differs from survey-based measures in that it is based on the actual trades, as opposed to opinions, of institutional investors.
04/26/2023
Chubb Reports First Quarter Net Income
Annualized core operating return on tangible equity (ROTE) was 19.4%.
04/25/2023
Big Tech earnings out this week – what investors are looking for
The comments from Nigel Green, chief executive and founder of deVere Group
04/25/2023
QA Wealth Management Joins CAPTRUST
Firm Specializes in Wealth Management for Big Four and Consulting Partners
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.