03/14/2023
Apella Expands West Coast Presence with Addition of Clarity Wealth Management
Irvine, California-based wealth management firm brings $130 million in AUM
Alternative Investments
03/14/2023
Fiera Capital Expands US Footprint Through New Strategic Distribution Partnership With New York Life Investments
The agreement contains certain exclusivity rights in the United States retail intermediary channel for various investment strategies managed by FCI, Fiera Comox and the Fiera UK Atlas Global Companies team.
03/14/2023
Noah Holdings Comments on Certain Recent Developments Involving Silicon Valley Bank
In addition, Noah, under its asset management business, serves as the general partner or fund manager for certain investment funds with accounts at the SVB, and has taken necessary measures to protect against or minimize the potential impact of the SVB&am
03/10/2023
AM Best Assigns Issue Credit Rating to Ameriprise Financial, Inc.’s New Senior Unsecured Notes
The proceeds from this debt issuance are expected to be used for general corporate purposes
03/09/2023
Fresh clouds for Darktrace as New York hedge fund claims concerns borne out
Darktrace has denied the reports and commissioned auditors EY to investigate the claims.
03/09/2023
Silvergate Capital Corporation Announces Intent to Wind Down Operations and Voluntarily Liquidate Silvergate Bank
Company Considering How to Best Preserve Residual Value of its Assets
03/09/2023
Prime Meridian Wins the #1 and #2 Spots in the BarclayHedge Fixed Income - High Yield Hedge Fund Category for 2022
Prime Meridian Capital Management has consistently delivered strong risk adjusted returns to investors.
03/08/2023
Echelon Wealth Partners Inc. and PI Financial Corp. Announce Merger
With over $12 billion of client assets, the combined firm is set to continue to grow its investment advisory and wealth management businesses.
03/08/2023
Wooster Square Advisors Team Joins Cetera Advisor Networks
$250 million practice joins from Park Avenue Securities
03/08/2023
Stratos Wealth Partners expands stake in First Wealth Financial Group
Stratos has been a non-ownership partner in the firm for the past eight years, providing support and guidance as its client base grew and operations expanded to six advisers in four locations.
03/08/2023
Marquee Capital to Launch Second Real Estate Fund
$100M Fund Will Focus on Retail, Seniors Housing & Opportunistic Real Estate Investments
03/08/2023
Heffernan Insurance Brokers Named a Finalist in the Tenth Annual Family Wealth Report Awards 2023
These awards are judged by an expert panel of more than 40 judges and finalists are selected on the basis of entrants' submissions
03/08/2023
Vanguard ETF's patent expiration may cause a spike in clones
All eyes on first application to also adopt the ETF-as-share-class structure
03/07/2023
Creative Planning Acquires Telarray Advisors
The Memphis Based Wealth Management Firm Manages $1 Billion in AUM
03/06/2023
Bridgewater raises new fund strategy less dependent on equities
Two fund vehicles under that strategy's name had raised $836.4 million from investors since their launches in July
03/06/2023
SoftBank's Arm Aims to Raise at Least $8 Billion in U.S. IPO, Sources Say
The listing is expected to happen later this year and the exact timing will be determined by market conditions, the sources added.
03/02/2023
WesBanco Again Named One of America's Best Banks by Forbes
WesBanco prides itself on delivering large bank capabilities with a community bank feel
03/02/2023
Clearstead boosts Southwest presence with Avalon Trust acquisition
The new deal represents the eighth acquisition of Clearstead and the second after Flexpoint Ford made a majority investment in the firm in February last year.
03/02/2023
Davidson Investment Advisors Completes Acquisition of Caprin Asset Management
he combination enhances the firm’s collective investment and operational capabilities, positioning the firm to deliver additional value-added service offerings for clients.
03/02/2023
RBC beats expectations despite profit drop due to higher bad-loan provisions
Earnings grew across core banking business and capital markets segments