02/22/2023
The funds are especially timely given that periods of increased market volatility tend to result in higher call option premiums, boosting the income generated by this strategy. “Covered call investors are getting paid for tolerating volatility,&
02/22/2023
This bi-lateral agreement between the two groups will provide commercial banking clients with continuity of service, leasing services and global coverage
02/21/2023
The rates on sale-leasebacks are attractive compared to financing terms some middle market companies can get from other sources.
02/21/2023
U.S. career professionals expect better from their 401(k) plans. But they’re not getting it.
02/20/2023
Zhou also said: “Although this is the end of an era for Galois, the work we have done together for the past few years has not been in vain.
02/20/2023
The positive flows into European managers mark a change in fortunes from last year, where total net outflows for the year stood at $320 billion (€299.4 billion).
02/17/2023
In the fourth quarter of 2022, net income was $20.0 million
02/17/2023
The GEI drives transparency and progression in gender equity at public companies
02/17/2023
Changes to tax legislation and evolving market trends have eliminated many of the benefits that were previously available to corporate class funds.
02/17/2023
Industry-leading teams depart OneAmerica to join Totus Wealth Management amid continued growth
02/16/2023
Digital underwriting platform powered by artificial intelligence streamlines CRE lending.
02/16/2023
This would mark United Community Banks’ second acquisition of 2023. Its purchase of Huntsville, Alabama-based Progress Financial closed in January.
02/16/2023
The acquisition will double the size of Sequoia's Family Wealth practice, both in assets under management and in client households, with the combined teams offering a full suite of services to ultra-high-net-worth families and institutions.
02/15/2023
But Fed officials, too, have been hinting that a higher end point for interest rates may be necessary given the recent robust jobs data, which showed the unemployment rate falling to a 53-year low in January.
02/15/2023
Some shareholders say the $4.1 billion price tag for Focus Financial is too low and doesn’t reflect the trajectory and future of the business—and many hope for a way to remain invested.
02/15/2023
U.S. News & World Report recently ranked Bragg Financial's Queens Road Small Cap Value Fund at No. 1 of 461 small value funds nationwide.
02/14/2023
By converting an existing fund, issuers hope to bring an established track record and assets to the ETF market, giving each strategy a head start.
02/13/2023
Founded in 1984, the firm, which has approximately $625 million in assets under management and three offices in Massachusetts, provides full-service wealth management to individuals and families
02/13/2023
Capital One Financial received the most patents of any financial company in 2022 with 708 patents in 2022.
02/10/2023
The firm also offers Medicare products in the small employer and individual market.