01/04/2022
Regions Financial Closes on its Acquisition of Clearsight Advisors
Clearsight will be incorporated into Regions Bank’s Capital Markets division.
Alternative Investments
01/03/2022
How BlackRock Made ESG the Hottest Ticket on Wall Street
In short, an apparent BlackRock-led rush of investors into ESG in the past two years has been something of a self-fulfilling prophecy
01/03/2022
Apollo Completes Merger with Athene
Fully Aligned and Capital Efficient Model Positions Apollo for Differentiated Growth and Returns
01/02/2022
BlackRock Canada Announces Final Annual Reinvested Capital Gains Distributions for the iShares ETFs
The record date for the 2021 annual distributions will be December 31, 2021, payable on January 6, 2022.
12/31/2021
Perpetual and Barrow Hanley Launch Two Mutual Funds
The launch of these funds accomplishes two major goals.
12/30/2021
CIBC Asset Management announces final 2021 annual reinvested capital gains distributions for CIBC ETFs and ETF Series
The actual taxable amounts of cash and reinvested distributions for 2021, including the tax characteristics of the distributions, will be reported in 2022.
12/30/2021
T. Rowe Price Completes Acquisition of Oak Hill Advisors
Enhances Company's Position as a Leading Provider of Alternative Credit to Investors
12/30/2021
Sensiba San Filippo acquires Oregon-based SGA CPAs & Consultants
“Merging with a larger firm will afford increased opportunities for our clients and staff, allowing access to resources and specialists beyond our current capacity,”
12/29/2021
EisnerAmper buys Silicon Valley-based Consulting Group
The New York-headquartered firm will expand its US office count to 16.
12/29/2021
Velocity Risk MGA majority stake sold to Oaktree by Nephila
Now, Velocity Risk provides insurance coverage to customers in many of the most catastrophe-exposed areas of the United States.
12/29/2021
Simplify Asset Management’s Innovative Lineup of Exchange-traded Funds Passes the $1 Billion Asset Threshold
In just over a year, firm has debuted numerous first-of-their-kind ETF offerings, solving major portfolio challenges for advisors and investors
12/28/2021
Record year will be tough act to follow in 2022
Exchange-traded products set to bring in 75% more than the prior high-water mark
12/27/2021
Taking a closer look at Canadian ETFs' record-breaking year
The growth-value matchup, inflation preparations, and the hunt for yield are just some trends that have defined 2021
12/23/2021
CIBC Asset Management announces estimated 2021 annual reinvested capital gains distributions for CIBC ETFs and ETF Series
The annual capital gains distributions will be reinvested in additional units of the CIBC ETF or ETF Series.
12/23/2021
SS&C takes stake in Equiniti and AST
The combination of Equiniti and AST's businesses expects to create a leading international provider of mission-critical shareholder and other complex regulatory technology to meet the evolving needs of its customers, employees, and other stakeholders
12/22/2021
Compass Group hires $1tn custody giant to service LatAm funds
‘We are delighted to be appointed by Compass Group to act as a single-source provider of tailored solutions which meet the specific needs of their varied fund structures and investment strategies.’
12/20/2021
Global Equity Outlook: Increased volatility with continued US outperformance
Slightly lower returns
12/20/2021
Athene to Acquire Petros PACE Finance
Since 2016, Petros PACE Finance has originated over $700 million in long-term, fixed-rate financing for energy efficiency, water efficiency, renewable energy and resiliency projects.
12/17/2021
Ares Management Corporation Raises $2.2 Billion of Climate Infrastructure Capital
Final Fund Closing and Related Vehicles Reinforce Ares’ Commitment to Accelerating the Transition to a Low Carbon Economy
12/17/2021
Morgan Stanley Capital Partners Completes Sale of 24 Seven to New Continuation Investment Vehicle
“We are proud to have partnered with Anthony Donnarumma, Celeste Gudas and the 24 Seven team through this chapter, ultimately transforming 24 Seven into the industry leading provider of digital marketing and creative talent,”