11/10/2023
Simplicity and Passerelle Partners Join Forces
Waller Helms Advisors acted as exclusive financial advisor to Passerelle Partners in the transaction.
Alternative Investments
11/10/2023
IG Wealth Management Study: Few Canadians Appreciate the Important Role Life Insurance Can Play in Optimizing Their Estate
The study reveals that many Canadians are unaware of the potential tax burden their beneficiaries could face when inheriting assets such as investments, vehicles and properties.
11/09/2023
IG Wealth Management Expands Proven Financial Literacy Platform
New programs with Prosper Canada and the Canadian Foundation for Economic Education will help build financial confidence within Indigenous communities and among Indigenous youth
11/09/2023
Ault Alliance Announces Gresham Worldwide Receives $5.4 Million in Contract Orders
Microphase technology will be used as part of a platform designed to counter improvised explosive devices to protect troops in the U.S. military.
11/07/2023
LPL Financial Welcomes GER Loftin Wealth Advisors
The pair began working together in 2010 and have built a faith-based business focused on cultivating long-term relationships with their clients
11/07/2023
Why alternatives are a key focus for institutions managing $100M-plus
Morgan Stanley's Graystone Consulting shares inaugural institutional investment study.
11/07/2023
SMAs top growth among investment products, survey finds
U.S. households reported individual stocks as their most commonly owned investment product[1], held by 43% of households.
11/07/2023
Abacus Life launches new wealth division in association with Dynasty Financial Partners
Headquartered in Orlando, ABL Wealth will provide clients that currently seek liquidity from their life insurance policies with comprehensive lifespan-based financial planning and investment management services.
11/07/2023
Avantax’s Advisor Headcount Declines, Recruited Assets Rise
Avantax said the decline was due to attrition of lower producing advisors as it moves closer to finalizing a sale to Cetera later this month.
11/07/2023
Texas investor raises $746 million for property deals
Stonelake Capital Partners plans to invest in industrial properties.
11/06/2023
Franklin Templeton Launches Franklin Focused Growth ETF (FFOG)
New ETF Focuses Investments in Growth Companies with Potential to Benefit from Major Long-Term Trends
11/06/2023
Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs
The IRA Accounts and Servicing will be Powered by Leading Fintech Company, IRALOGIX
11/06/2023
Wells Fargo and Allspring Collaborate on New Money Market Fund Share Class to Benefit Native American Communities
Allspring Government Money Market Fund’s Tribal Inclusion Class will be distributed exclusively through Wells Fargo
11/06/2023
Hedge funds pile into US stock rally at fastest pace in 2 years - Goldman Sachs
All three major U.S. stock market indexes soared into Friday after a multi-session rally - five consecutive days for the S&P 500 and six for the Nasdaq - to nab their biggest one-week percentage gains of 2023, so far.
11/06/2023
CalPERS to Double Climate Investments, Consider Asset Sales
Staff of the California Public Employees' Retirement System said the plan will boost returns for the $444 billion system
11/03/2023
US asset managers suffer as investors sit on cash
T Rowe Price, Franklin Templeton and AllianceBernstein are among fund groups hit by higher interest rates
11/02/2023
Morgan Stanley launches American Resilience Equity Fund for UK investors
The fund seeks to invest exclusively in “reasonably priced businesses that can sustain their high returns on operating capital over the long term”.
11/02/2023
LarrainVial Asset Management picks J.P. Morgan for custody services
“They have already proven to be a strong, strategic partner and we are confident they will help support our global growth ambitions.”
11/02/2023
Sequoia Financial Group Introduces Sequoia Sentinel, Family Office Dedicated to Serving Ultra High Net Worth Clients
The Sequoia Sentinel Family Office team is a highly trained group of professionals who have significant expertise in solving the complex issues of wealthy families.
11/01/2023
London, New York, Paris: which capital's property market is currently strongest?
The long-term rival cities have been competing for post-pandemic recovery metrics, and London has come out on top in terms of prime property value.