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Alternative Investments

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.

04/07/2022

Eaglebrook Advisors Raises Strategic Capital from Franklin Templeton

Investment will enable Eaglebrook to scale and accelerate product development to meet rapidly increasing market demand and support customer growth

04/07/2022

PNC Bank Introduces Minority Business Development Group

Bank's Diverse Business Banking Segment to accelerate support of minority-owned businesses

04/07/2022

AIG Retirement Services Launches FutureFIT Wellness Check, A New Financial Wellness Assessment Tool Connecting Retirement Plan Participants with Personalized Action Plans

The customized action plans feature education modules that are digestible, actionable and brief—intended to motivate employees to engage with their financial planning in a meaningful way and in a manageable amount of time.

04/07/2022

Next generation ready to track goals, invest

Younger Canadians are financially engaged but may lack investment know-how, a BMO survey suggests

04/07/2022

CAIS Announces $100 Million Investment from Reverence Capital Partners

Milton Berlinski, Managing Partner at Reverence Capital Partners, also joins CAIS’ Board of Directors, effective immediately.

04/07/2022

Citizens Financial Group Completes Acquisition of Investors Bancorp

Investors has been merged with Citizens

04/06/2022

Creative Planning Acquires Resource Management LLC

"We believe our team will make great partners with Creative Planning and we are thrilled to be joining a company populated by talented and ethical people."

04/06/2022

Merit Financial Advisors Expands to Colorado by Acquiring Tedstrom Wealth Advisors, Inc. and I.M. Wealth Care, LLC

The two partnerships establish Merit's presence in Colorado and increase the firm's acquired assets by $381 million

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