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Alternative Investments

04/27/2022

CPPIB joins Bain Private Equity and Bain Credit to acquire stake in IIFL Wealth

Existing investors General Atlantic and Fairfax India Holdings Corporation will make partial exits from IIFL Wealth, part of the homegrown financial services firm IIFL Group.

04/27/2022

Chubb Reports First Quarter Net Income

Chubb Limited will hold its first quarter earnings conference call on Wednesday, April 27, 2022 beginning at 8:30 a.m. Eastern.

04/27/2022

CME Group Inc. Reports First-Quarter 2022 Financial Results

Financial results presented on an adjusted basis for the first quarter of 2022 and 2021 exclude certain items, which are detailed in the reconciliation of non-GAAP results.1

04/26/2022

Invesco Announces First Quarter Diluted EPS of $0.43; Adjusted Diluted EPS(1) of $0.56

In this volatile market environment, we are more focused than ever on our clients

04/25/2022

Morgan Stanley steps into ETFs, with indications green for growth

Twenty-six years ago, Morgan Stanley was instrumental to the launch of the World Equity Benchmark Series, 17 country index funds managed by Barclays Global Investors.

04/25/2022

Arthur J. Gallagher & Co. Acquires Colorado-based Ryan Insurance Strategy Consultants

Ryan also helps administer association group insurance benefit programs that insure thousands of financial advisors for their own personal insurance needs.

04/21/2022

TD Recognized by Business Intelligence Group for Excellence in AI Innovation for Second Consecutive Year

The Bank received two Artificial Intelligence Excellence Awards for providing customers with innovative AI-powered experiences

04/20/2022

Despite Q1 pullback, M&A remains active

Deal-making cooled off after a hot 2021 but remains historically strong, report says

04/19/2022

American Campus Communities Announces $13 Billion Transaction with Blackstone Funds

This announcement represents the culmination of the passion and dedicated service of the ACC team to our student residents and university partners, while creating significant value for our shareholders.”

04/19/2022

Citizens Financial Group, Inc. Reports First Quarter 2022 Net Income of $420 Million and EPS of $0.93

Underlying Net Income of $476 million and EPS of $1.07

04/18/2022

Pinnacle Ranked by Forbes and S&P Global as One of America’s Best and Top Performing Banks

Lists put Pinnacle on top in Tennessee

04/14/2022

Northwestern Mutual wealth advisors named Best-In-State by Forbes

Honorees are nominated by their firms, and each advisor is thoroughly vetted, interviewed, and assigned a ranking by SHOOK Research.

04/14/2022

Ally Financial reports first quarter 2022 financial results

Retail deposit customers of 2.5 million grew for the 52nd consecutive quarter

04/13/2022

Newfront announces $200 million investment from Goldman Sachs Asset Management, B Capital, and other investors at a $2.2 billion valuation to modernize insurance

Investment is further validation of the platform and will accelerate development of pioneering technology, investment in resources, and geographic expansion

04/12/2022

Apollo to Invest in Siebert Williams Shank, One of the Nation’s Leading Certified Women and Minority Owned Financial Services Firms to Form New Strategic Partnership

Strategic partnership part of Apollo’s ongoing efforts to expand opportunity across its ecosystem and contribute to a more inclusive economy

04/11/2022

Accrete Expands Its Offering to Include Investment Opportunities in Real Estate

The platform supports individual investors with access to opportunities previously available only to the uber-wealthy.

04/11/2022

Morningstar Announces Nominees for 2022 Morningstar Awards for Investing Excellence

The awards recognize portfolio managers and asset management firms who demonstrate excellent investment skill and an alignment of interests with the strategies' investors.

04/11/2022

The Capital group announces the addition of Tim Sommer as managing advisor wealth management and retirement planning

"We are thrilled to have Tim join The Capital Group and continue with his very successful career in the Wealth Advisory space,"

04/08/2022

Artisan Partners Launches Artisan Global Unconstrained and Artisan Emerging Markets Debt Opportunities Funds

The new Funds offer broad exposure to the global and emerging markets debt asset classes, which consists of more than 100 countries.

04/08/2022

Infinity Financial Joins Alternative Investment Exchange Platform

Infinity is a modernized wealth management firm designed to provide affiliated financial advisors flexibility and regulatory support of their practice management.

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