09/27/2022
Led by Ryan Gunther and Amanda Outerbridge, Managing Directors, HarbourVest Partners is an independent, global private markets firm with 40 years of experience and more than $100 billion of assets under management as of June 30, 2022
09/27/2022
Partnership leverages Lincoln’s leadership in product and distribution with Modern Life’s technology and digital brokerage expertise
09/23/2022
Through this partnership, announced by Allvue yesterday, Allvue’s clients will have the option to leverage IQ-EQ’s back office servicing and capital markets advisory offering.
09/22/2022
Canadian asset management firm Turtle Creek will make its mid-cap strategy available to European investors.
09/22/2022
GFG Securities acted as exclusive strategic and lead M&A financial advisor to the seller.
09/21/2022
Chicago-based Investment Advisory and Wealth Management firm earns esteemed national recognition
09/20/2022
The strength of our global value proposition, depth of expertise and breadth of services make us a leading provider of regulatory and compliance support, especially in the fast-growing U.S. market.
09/20/2022
Jersey’s success in growing US business flows and our strategy to diversify our proposition for the US asset management market will be highlighted at a roadshow in the country next month.
09/20/2022
Warner is the only UK hotel chain to cater exclusively for adults, offering short breaks with great food and drink, spas and live music.
09/20/2022
Through its range of solutions, HFE will also look to support companies in their efforts to decarbonize and transition towards sustainable energy sources to achieve their net zero emission goals.
09/19/2022
We can see that ONEOK does have institutional investors; and they hold a good portion of the company's stock.
09/19/2022
“There’s no shortage of investment opportunities, the issue is really about finding the right price level that we’re comfortable with,” Chief Executive Officer Jean Eric Salata, who oversees $22 billion of client assets, said in an
09/19/2022
Advisors Asset Management Inc. now owns 64,079 shares of the bank’s stock worth $1,252,000 after acquiring an additional 9,663 shares in the last quarter.
09/14/2022
New fund uses alternative strategies to modernize the balanced fund
09/13/2022
Proficio Capital Partners' new South Florida office headed up by Richard Blond, who will be joining Proficio as Managing Partner and will add another veteran presence to the investment committee.
09/09/2022
In addition to the acquisition of Prometa, Apex Group will continue to target organic growth in Canada, expecting to employ 200 people by the end of 2022.
09/09/2022
Nebo (for Needs-Based Optimization) bridges the gap between financial planning and asset management, helping advisors ensure clients have the financial resources they need to achieve their goals.
09/08/2022
Perigon will serve as the preferred wealth management solution for Prager Metis tax clients.
09/08/2022
Marty Bicknell, firm President and CEO, to Speak at the CAIS Alternative Investment Summit in October
09/07/2022
Salesforce continues to expand into the financial services market, and external collaboration for document management remains a key need for many firms.