03/22/2023
CIFC Continues Expansion of Investor Solutions Group with Addition of Anna Kunz
Senior Business Development and Marketing Executive Joins as Managing Director
Alternative Investments
03/22/2023
Mariner Wealth Advisors Enters New Market with Goldfinch Wealth Management Acquisition
New Location in South Carolina Boosts Firm’s East Coast Presence
03/21/2023
How Manulife Securities-Fidelity deal signals a larger trend
Fidelity Clearing Canada will provide its uniFide back-office technology to Manulife Securities
03/20/2023
R&Q sells stake in MGA TPM Holdings USA
The firm said it would use the proceeds from the transaction for general corporate purposes and to pay down debt.
03/20/2023
Warren Buffett has been talking to the Biden White House about a possible investment in regional banks, report says
Buffett also offered advice and guidance on the situation, according to unnamed sources who spoke to Bloomberg.
03/20/2023
Advisor inheritance case a cautionary tale for Canadian wealth industry
Case of ex-dealing rep named as sole beneficiary to elderly client’s $1.8-million estate holds lessons for firms and advisors
03/20/2023
LatAm growth threatened if financial turbulence spreads -IDB chief economist
IDB President Ilan Goldfajn said Wednesday that Latin America has a "very resilient and well managed" financial system.
03/17/2023
Former Merrill Lynch VP Launches Florida RIA
University of Miami basketball brought Justin Heller and his partner together at the wirehouse; now they've launched their own firm with an assist from Rapport Financial's Aaron Hattenbach.
03/16/2023
Passion for improvement keeps advisor ahead of the pack
Chad Larson explains how MLD Wealth Management delivers best-in-class results and solutions
03/16/2023
The Chartered Alternative Investment Analyst Association Unveils 2023 Roadmap for its UniFi by CAIA™ Platform
Private Debt microcredential now available; Digital Assets microcredential set to go live in Q2/Q3
03/16/2023
Citizens Advises Pavement Partners on its Merger with Brothers National to Form Pave America
Pave America is a leading provider of maintenance-driven pavement solutions
03/15/2023
T. Rowe Price: Women Significantly Lag Behind Men in Retirement savings
Retirement plan adoption of financial wellness programs could help close the gap
03/15/2023
Schwab Reports Monthly Activity Highlights
Schwab’s business continues to perform exceptionally well
03/15/2023
Brookfield Select Opportunities Income Fund to be Wound Up
PSG is registered as an investment fund manager in Ontario, Quebec, Newfoundland and Labrador and as portfolio manager in each of the provinces and territories of Canada.
03/15/2023
Private equity firms Apollo and KKR among those reviewing Silicon Valley Bank loans
One of the people said it is unclear how the Federal Deposit Insurance Corporation plans to proceed since the regulator may prefer a single buyer for the assets.
03/15/2023
AM Best affirms ratings of WISI
In addition, the ratings take into account the support provided by WISI’s parent, Elevance Health.
03/14/2023
Hedge fund manager Bill Ackman warns of economic meltdown after Silicon Valley Bank collapse
“The increased demand for short-term UST will drive short rates lower complicating the @federalreserve’s efforts to raise rates to slow the economy.”
03/14/2023
Apella Expands West Coast Presence with Addition of Clarity Wealth Management
Irvine, California-based wealth management firm brings $130 million in AUM
03/14/2023
Fiera Capital Expands US Footprint Through New Strategic Distribution Partnership With New York Life Investments
The agreement contains certain exclusivity rights in the United States retail intermediary channel for various investment strategies managed by FCI, Fiera Comox and the Fiera UK Atlas Global Companies team.
03/14/2023
Noah Holdings Comments on Certain Recent Developments Involving Silicon Valley Bank
In addition, Noah, under its asset management business, serves as the general partner or fund manager for certain investment funds with accounts at the SVB, and has taken necessary measures to protect against or minimize the potential impact of the SVB&am