04/02/2024
GoldenTree Asset Management Announces $1.3 Billion in Commitments for Third CLO Equity Fund
GoldenTree issued its first CBO in 2000
Alternative Investments
04/02/2024
The bullish case for this asset class is building, and big investors are AWOL
Ahead of that, the S&P 500 SPX closed out the first quarter of the year with a 22nd record high.
04/02/2024
Ashton Thomas picks up $300M team from WealthSource
It's the second new team to join the firm in the past month.
04/01/2024
Morgan Stanley Infrastructure Partners Announces Investment in The Pasha Group
MSIP believes Pasha has well-established its position in the U.S.-Hawaii trade landscape, securing the timely and essential delivery of goods to the islands.
04/01/2024
1832 Asset Management L.P. is appointed as Manager and Trustee of the Tangerine Investment Funds
There is no change to the investment objectives, strategies, or fees of the Tangerine Investment Funds associated with this appointment.
04/01/2024
Kimmeridge Issues Open Letter to SilverBow Shareholders
SilverBow made no contact with Kimmeridge before rejecting the March 13 proposal
03/28/2024
NewRetirement completes $20m funding round
The majority of Americans – as many as 65%, per Charles Schwab’s Modern Wealth Survey 2023 – have no formal financial plan.
03/28/2024
Jefferies Q1 profit misses estimates after loss tied to Weiss investment
Investment banking giants have been hoping for a recovery after almost two years
03/28/2024
Integrated Partners and Wright, Ford, Young & Co. Team up to Unveil WFY Wealth Management
Full-service Corporate Accounting Firm Launches Wealth Management Division with Support from RIA Powerhouse
03/27/2024
Manulife enters into reinsurance agreement with RGA
Agreement said to be the biggest such deal in Canada
03/26/2024
New Merrill Portfolios Designed to Provide BofA Clients Predictable Income in Retirement
The new income-focused portfolios are designed to help with concerns over outliving retirement savings
03/26/2024
Enhanced Capital Group Named to ImpactAssets 50 List, Showcasing 155 Impact Fund Managers Globally from Record Number of Applicants
The 13th annual list highlights impact investing industry maturation.
03/26/2024
Eagle Capital Management’s first ETF debuts with $1.8 billion in assets
Henry is also the new ETF’s portfolio manager.
03/26/2024
Manulife signs $4.3 billion reinsurance deal with RGA Life
Manulife signs $4.3 billion reinsurance deal with RGA Life
03/26/2024
LPL swipes $580M team from Merrill Lynch
LPL is strengthening its independent advisory presence in the East with the addition of a family RIA practice in Florida from Merrill Lynch.
03/26/2024
Meet the fund managers: Investing in the American dream
These companies are already changing predictions for what the world will look like years from now.
03/25/2024
State Street Officially Opens its New Kilkenny Office
State Street established its Irish operations in 1996
03/25/2024
US fintech Coast secures $92m in mix of equity and debt capital to fuel product development
In addition, the fintech has received a further $67 million in committed debt capital from TriplePoint Capital and Silicon Valley Bank.
03/25/2024
Wall Street just gave its highest year-end forecast yet for the S&P 500
The call comes after a surge in stocks pushed the benchmark index past his initial target of 5,200 less than three months into the year.
03/23/2024
Shaping Wealth Develops AI-Powered Behavioral Finance Assistant
The AI program, Lydia, was developed with Alai Studios to help advisors connect with clients emotionally.