03/15/2021
The Proposal represented a 31% premium to the closing price of RF Capital common shares on March 12, 2021 and a 30% premium to the volume-weighted average price for the 20 trading days ended on that date.
03/15/2021
The study reveals that U.S. Millionaire investors - households with $1 million to $5 million in net worth, not including the value of their primary residence (NIPR) – increased by 600,000 to 11.6 million in 2020, a 5.5 percent increase over the prev
03/15/2021
Target-Date Fund CITs Gaining Momentum, SEI's CIT Business Benefits from U.S. Retirement Market Trends
03/14/2021
Standard Chartered research finds continued confidence in growth outside home markets amongst European and US companies
Asia remains a major growth region with Africa and Middle East seeing incremental increase
03/14/2021
Billionaire Mackenzie Scott is giving her fortune away and turning philanthropy on its head
On the Giving Pledge website, which encourages billionaires to give away a majority of their wealth to charity, Mr Jewett wrote publicly for the first time about their marriage, and declared that he planned to join Ms Scott in giving away most of their we
03/12/2021
CI’s U.S. assets to reach $50 billion
03/12/2021
We are honored that Refinitiv Lipper has once again awarded several of our mutual funds
03/12/2021
Wells Fargo’s SDK revolutionizes the customer experience by providing a card open experience within the online purchase flow; for example, during shopping cart check-out.
03/11/2021
JP Morgan will offer investment notes with a $1,000 minimum investment, which will pay out based on basket companies’ market performances.
03/11/2021
All financial amounts in Canadian dollars unless stated otherwise.
03/11/2021
Production per advisor averages around $2.3 million, surpassing the million-dollar-plus averages at industry whales such as UBS Wealth Management USA, Merrill Lynch and Morgan Stanle
03/11/2021
Abbot Downing was announced in 2011 to combine multiple existing units at the bank that served the rich.
03/10/2021
The milestone can be attributed to Savant’s long-term growth strategy and its client-centric model offering comprehensive wealth management services
03/10/2021
Firm recognized for industry-leading risk management technology solutions and analytics that help its Financial Advisors mitigate risk in client portfolios.
03/10/2021
In uncertain markets, family offices have been relatively unflustered, with only 23% anticipating making material portfolio changes.
03/10/2021
Hedge funds are favored asset class to enhance traditional 60 / 40 model – 70% of investors plan to make changes to their portfolio in 2021 due to the current environment of lower bond yields.
03/10/2021
The fund also financed grants for academic cancer therapy research and access to cancer care in developing countries through a percentage of the manager performance fee and 1% of royalties on any drugs that came to market.
03/09/2021
The new capability provides expertise to investment organizations seeking to optimize operations and identify risks across their front, middle and back offices.
03/09/2021
Engaging the HNW market will require asset managers to shift distribution models and adopt technology
03/09/2021
Client assets include Assets under administration (AUA) and assets under management (AUM) which are non-IFRS measures that are common to the wealth management business.