10/17/2022
AUM rises 10.2%, but high-growth era could be over
The latest annual rankings by Pensions & Investments and the Thinking Ahead Institute showed the big for the most part ge
Alternative Investments
10/14/2022
Coalition forms Bermudian-based Class 3B reinsurer
Dan Jester, president and co-chief investment officer of BDT Capital Partners, added: "Coalition has pioneered a new model of risk management with Active Insurance.
10/14/2022
Mindgruve Selected As Agency of Record for First Horizon Bank
Top Ten U.S. Bank Selects San Diego-based Digital Marketing Agency to Lead Brand, Creative, Digital Media, Analytics Efforts
10/14/2022
Skydance Media Announces $400 Million Strategic Investment Round Led by KKR and the Ellison Family
Opportunistic, Growth-Focused Raise Sets Valuation at Over $4 Billion
10/13/2022
Apollo Strengthens Asia Pacific Footprint with New Office in Mumbai
CEO Marc Rowan Participated in a Ribbon Cutting Ceremony to Commemorate the Opening
10/13/2022
State Street Global Advisors and Barclays Quantitative Portfolio Strategy Announce Collaboration on Active Systematic Fixed Income Strategies
Over the past decade, fixed income securities have traded more efficiently and with greater liquidity
10/10/2022
Principal Financial Group strengthens commitment to global asset management
Principal Asset Management has been working to unify and strengthen its investment teams, processes, distribution model, and products
10/10/2022
BMS offsets backdated GHG emissions
BMS will continue to implement measures which reduce and then offset future emissions, and at all times explore ways of increasing the use of renewable energy and sustainability practices
10/10/2022
Linqto Launches Linqto Wealth Platform for Advisors
Simplifying Access to Private Market Investments for RIAs and Wealth Managers
10/06/2022
State Street and FundGuard Announce Strategic Partnership to Deliver Accounting Solutions for State Street Alpha
FundGuard’s capabilities will ultimately be implemented by State Street for its Alpha clients that offer mutual funds and ETFs, alternatives, insurance, and pensions.
10/04/2022
Cambridge Bancorp Announces Completion of Merger with Northmark Bank
Combined company creates an estimated $5.6 billion banking franchise and expands presence in attractive markets
10/04/2022
Revelatory Research Identifies Roadmap to Unlock Women’s Wealth
Research Shows Women are an Untapped Source of Funding for Startups and Can Lead to a Stronger and More Equitable Economy
10/04/2022
Azzad Asset Management named again to CNBC FA 100
Being named to the CNBC FA 100 list is an important recognition of Azzad's work.
10/04/2022
CIBC closes three investment deals focused on addressing the racial wealth gap and continues strong partnership with YearUp
The fund is designed to pool the resources of investors to provide backstops for liquidity and net worth requirement
10/03/2022
Institutions turn to hedge funds of funds to diversify
Investors seek better returns, less correlation to equities and bonds
09/29/2022
KKR's Henry Mcvey Says we have entered a pivotal period for endownment and fountation CIOS
New Macro Report Based on Proprietary Survey Highlights the Potential Need for a New Approach to Asset Allocation and Business Development
09/29/2022
Asset managers turn to alts in bid to stand out, fight fee compression
Some firms are keeping new strategies in-house for wealthy clients
09/28/2022
BNY Mellon to Provide Fully Integrated Operating Platform for Aviva Investors
This provides Aviva Investors with an improved ability to focus on core investment and client-related activities.
09/28/2022
EP Wealth Advisors® Acquires Minot Wealth Management
Acquisition establishes EP’s presence on the East Coast, marks a significant milestone in the firm’s national expansion
09/28/2022
Advisor360°’s Newest Platform Upgrades Make the Financial Planning Process Easier
Enhancements to Goals, Proposals, Model Management & Rebalancing, Dependent Workflows, and Documents Help Advisors Keep Financial Plans on Track