08/23/2023
Raymond James adds $300 million advisor from Merrill
Burdette Park will launch eponymous firm in Louisville, Kentucky.
Alternative Investments
08/22/2023
SS&C Signs Definitive Agreement to Acquire Iress' Managed Funds Administration Business
Acquisition strengthens SS&C Global Investor & Distribution Solutions offering in Australia
08/22/2023
Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management
Silicon Valley-based firm looks to embrace true entrepreneurship and offer high-touch client service with full-service support of Kestra PWS
08/21/2023
US Solar Fund selects new investment manager
Amber Infrastructure Group
08/21/2023
Goldman Sachs sees room for investors to grow more bullish on US stocks
Margin balance held by retail traders, meanwhile, is hovering close to its 5-year average and remains well below peaks hit in March 2018 and October 2021, the firm said.
08/17/2023
Could private equity exposure anchor clients in choppy markets?
Private markets expert and CEO argues advisors with more choice in product selection could have an edge
08/17/2023
The other reason you can't get a job at that hedge fund
These first came to light two years ago when Bloomberg reported that Balyasny had agreed not to poach staff from Citadel for a limited period of time.
08/17/2023
Building Trust Within Our Clients
Ask questions, acknowledge your clients’ humanity and do not be afraid to let your own show.
08/16/2023
New Jersey $270M team sets up new wealth firm with LPL
The three advisors have left Merrill Lynch to form their independent firm.
08/16/2023
Kestra Financial Draws More Than $1.6 Billion in Assets in Second Quarter, Sustaining Strong 2023 Momentum
Addition of 23 leading financial professionals underscores firm's dedication to empowering advisor success
08/16/2023
BofA manager survey: Bears at 18-month low as cash levels ‘plunge’
Pessimism is at its lowest since February 2022, as portfolio managers begin to put cash to work.
08/15/2023
IQ-EQ lands major mandate with Flexstone Partners
The firm delivers customised private equity, real estate, private debt and infrastructure solutions with specific expertise in hard-to-access small- and mid-cap markets worldwide.
08/15/2023
Altisource Asset Management Corporation Reports Second Quarter 2023 Results
“We are pleased with the recent developments regarding our court cases,” said Charlie Frischer, Board Director.
08/15/2023
Can alternatives help navigate macro uncertainty?
Hedge funds should enable investors to navigate and profit from market dislocations.
08/14/2023
A Look at the Size of the Global Commercial Real Estate Market
New data from MSCI Real Assets looks at what changed in the world of professionally-managed real estate around the globe in 2022.
08/14/2023
39 Northwestern Mutual Advisors Represent the Future of Financial Services in Forbes' 2023 Top Next Gen Wealth Advisors Best-in-State List
Our next generation of advisors is showcasing what it means to be a client-first financial advisor
08/11/2023
Top private markets firms capture $510bn of wealth market
Some of the largest private markets asset managers, from Blackstone to EQT, are trying to crack a $12tn wealth market by launching funds and expanding into new regions.
08/11/2023
T. Rowe Price Group Reports Preliminary Month-end Assets Under Management for July 2023
Preliminary net outflows for July 2023 were $5.4 billion.
08/11/2023
What Biden’s executive order means for U.S. investors in China
The Biden administration’s long-awaited executive order on U.S. investments in Chinese companies leaves open plenty of questions on how it will be implemented.
08/10/2023
SS&C Blue Prism Named a Gartner® Magic Quadrant™ RPA Leader for Fifth Year Running
The SS&C Blue Prism Intelligent Automation platform delivers visibility, orchestration and control mechanisms to help enterprises manage the workforce and end-to-end processes.