11/10/2022
SS&C Announces 2H2022 SS&C Advent Product Updates
We will continue innovating to bring new solutions and ideas to the market, looking to solve tomorrow's problems.
Alternative Investments
11/10/2022
KCA Wealth Management Expands Financial and Retirement Planning Resources
The firm, which is Central Pennsylvania's only three-time award-winning team for three years in a row*, adds investment committee, tax planning services and more
11/09/2022
‘We are heading toward a golden age for alternatives’
But AIMA Canada admits less then 20% of advisors have portfolio exposure
11/09/2022
CalPERS puts $500m into IDR Core Property Index Fund
CalPERS also disclosed in the meeting document that it made a $673m commitment to the DW Life Sciences Partners account.
11/08/2022
Aliph Capital appoints Apex Group for fund services
Apex Group will deliver timely, accurate and independent Fund Administration services to Aliph Capital, providing financial information, multi-currency transaction processing and flexible valuation periods.
11/08/2022
Blackford Capital's Jeffrey Johnson Named a 2022 Notable Money Manager by Crain's Detroit Business
The Crain's Detroit Business Notable Money Managers Award honors executive-level finance professionals with a record of success in consumer and investment banking, wealth management, equity research, asset management, quantitative strategy and relate
11/08/2022
Beyond Capital Ventures Announces Strategic New Investor: Shah Capital Partners
Globally Focused Family Office Deploys Meaningful Capital in Strong Fund Managers and Partners Closely as an Active Co-Investor
11/08/2022
SageSpring Wealth Partners Announces Official Launch of New Brand and Website
The national wealth advisory firm formerly known as Southwestern Investment Group is now SageSpring Wealth Partners.
11/07/2022
ZEDRA confirms acquisition of Curaçao and US based Atlas Fund Services
ZEDRA has an established presence in the fund services industry
11/07/2022
48% of Millennials and Gen Z’ers are investing for retirement through this account — and no, it’s not a 401(k) or IRA
A Charles Schwab report indicates that Millennials and Gen Z’ers are investing in HSA accounts.
11/03/2022
Alera Group Wealth Services Acquires Benson Blackburn
The acquisition continues Alera Group Wealth Services' strategic effort to expand by finding firms serving well-defined niches and embracing a wide range of advisor business models.
11/03/2022
Arthur J. Gallagher & Co. Acquires Doyle Mahon Insurances
Founded in 2009, Doyle Mahon Insurances is a retail insurance broker providing commercial and agricultural solutions to clients throughout Ireland.
11/02/2022
Eric Sturdza Investments launches Strategic Long Short Fund
The Strategic Long Short Fund is a UCITS-compatible fund and classified as an article 8 Fund under the SFDR.
11/02/2022
$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner
tru Independence continues to attract growth minded advisors who see the value in the tenants of the tru partnership: growth services, human capital and innovative technology
11/02/2022
Cambridge Trust Commits up to $30 Million to Finance Affordable Housing with New Hampshire Housing
As part of the three-year agreement, Cambridge Trust will provide New Hampshire Housing with funds to finance the construction of rental housing
11/02/2022
Apollo Reports Third Quarter 2022 Results
Apollo issued a full detailed presentation of its third quarter ended September 30, 2022 results
11/01/2022
TD Asset Management Launches New Alternative Mutual Fund
The new TD Alternative Risk Focused Pool offers investors a comprehensive, multi-asset investment solution featuring enhanced diversification to help manage performance across market conditions
11/01/2022
Truist awarded $60 million New Markets Tax Credit allocation to support community development projects
The NMTC Program helps economically distressed communities attract private investment capital.
11/01/2022
Franklin Templeton Completes Acquisition of Alcentra, One of the Largest European Alternative Credit Managers
Transaction increases Benefit Street Partners’ assets under management to $75 billion and Franklin Templeton’s alternative assets under management to $260 billion
10/28/2022
Principal Financial Group® Announces Third Quarter 2022 Results
Declares fourth quarter common stock dividend