05/08/2023
Starlight Investments' $1-billion plan for UK rental home assets
Toronto-based asset manager has launched a new European residential asset management platform with institutional partners
Alternative Investments
05/08/2023
State Street Launches Global Carbon Asset Servicing Solution
New solution brings carbon asset fund administration and depositary services to asset managers, asset owners and other financial institutions to facilitate the integration of carbon-related assets into portfolios
05/05/2023
Sprott Capital Partners Completes Management-Led Buyout and Rebrands as SCP Resource Finance
Peter Grosskopf to lead SCP team with high conviction on precious and energy transition metals
05/05/2023
Kestra Financial Keeps Pace with Strong Growth in 2023, Winning 26 Financial Professionals and $3 Billion in New Assets in First Quarter
Continued momentum fueled by 26 financial professionals attracted to close-knit culture and strong commitment to the independent space
05/05/2023
Legacy Wealth Strategies Unveils Program To Simplify The Complex In Business Planning
The Program is aimed at helping business owners implement creative strategies for hiring and retaining key staff members, so business owners can improve the overall efficiency of their operations.
05/04/2023
$875M Merrill Lynch Team Launches RIA with Dynasty
The team has joined the Dynasty network in Florham Park, New Jersey, and operates as Premier Path Wealth Partners.
05/03/2023
Market risks warrant a selective stance on stocks
The first trading day of May was equally uneventful, with low volumes amid a holiday in many markets.
05/03/2023
Republic Capital Advises Brainard Capital Management on Combination with Pathstone Family Office
Pathstone is an independently operated, partner-owned advisory firm offering comprehensive family office services and customized investment advice for families, family offices, and foundations and endowments.
04/27/2023
SS&C GlobeOp Forward Redemption Indicator
SS&C GlobeOp Forward Redemption Indicator: April notifications 1.93%
04/27/2023
AIG Finalizes Agreement With Stone Point Capital to Form Private Client Select Insurance Services
As previously announced in February 2023, AIG's Private Client Group (PCG) business will move to this new independent platform
04/27/2023
Morningstar, Inc. Reports First-Quarter 2023 Financial Results
Morningstar Indexes revenue grew 25.3%
04/27/2023
Aegon Asset Management and Lakemore Partners Announce Strategic Partnershi
Agreement Supports Aegon AM's US CLO Platform Growth While Expanding Lakemore's Global Institutional Client Base
04/27/2023
Investor Confidence Increases 2.2 Points in April to 83.5
The index differs from survey-based measures in that it is based on the actual trades, as opposed to opinions, of institutional investors.
04/26/2023
Chubb Reports First Quarter Net Income
Annualized core operating return on tangible equity (ROTE) was 19.4%.
04/25/2023
Big Tech earnings out this week – what investors are looking for
The comments from Nigel Green, chief executive and founder of deVere Group
04/25/2023
QA Wealth Management Joins CAPTRUST
Firm Specializes in Wealth Management for Big Four and Consulting Partners
04/21/2023
Amid Redemption Gates, Non-Traded REIT Shares Trade in Secondary Markets
In the past three months, trading in private real estate secondaries, including non-traded REITs, BDCs and private placements, has increased by an order of magnitude compared to last year, says the CEO of LODAS Markets.
04/21/2023
CI Financial Reports Total Assets of $391.1 Billion for March 2023
All financial amounts in Canadian dollars unless stated otherwise.
04/21/2023
MFA urges FTC to reconsider non-compete ban for alts asset management industry
Alternative asset managers leverage these proprietary investment positions and trading strategies to deliver returns for their institutional investors, including pensions, endowments, and foundations.
04/21/2023
Network International Gets $2.65 Bln Takeover Proposal From Brookfield Asset Management
Network International said it was responding to recent press speculation regarding a possible offer.