12/17/2020
The offering attracted interest from a broad range of backers, including institutions, individuals, high-net-worth investors and financial advisers, he said.
12/15/2020
Steven J. Katz and his associates will continue to operate from their current locations under the direction of Jeff Leonard, Gallagher's North American Practice Leader for Financial and Retirement Services.
12/11/2020
For the quarter ended November 30, 2020, AGF’s retail mutual fund net sales were $66 million, compared to net redemptions of $181 million in Q4 2019. Retail mutual fund gross sales improved 35% year-over-year.
12/10/2020
In view of this rising focus, CohnReznick takes a strategic approach in protecting clients’ data assets, intellectual property, and brand reputation.
12/08/2020
For many large insurers and insurance intermediaries, the pandemic demonstrated a need to double-down on efforts to adopt innovation into their existing business models and focus on a digital approach to customer experiences.
12/08/2020
The Washington, D.C.-based ILPA represents many large public and private pension funds, endowments, family offices and foundations.
12/07/2020
Wellington has developed a virtual marketplace offering that includes an easy-to-use agent portal and unique pricing flexibility, resulting in competitive products and superior underwriting performance.
12/04/2020
This strategic shift to a fiduciary approach affirms Mayflower Advisors' autonomy and positions the firm to best meet clients' evolving financial needs with a flexible, scalable infrastructure and custom planning solutions.
12/03/2020
The acquisition of Waddell & Reed’s asset management business and our partnership with LPL significantly strengthens our position as a top 253 actively managed, long-term, open-ended US mutual fund manager by assets under management across equit