03/10/2021
Morningstar Investment Management serves as the fiduciary for portfolio assignment and for its recommendations on such things as savings rates and retirement age.
03/10/2021
Acquisition of Epstein & White Financial, LLC (Registered Investment Adviser), Expands Mercer Advisors' Presence in California
03/10/2021
The acquisition of the $6.2 billion firm is part of Paris-based iM Global’s U.S. expansion plans.
03/10/2021
Specialized Private Equity Seeding Firm's Latest Fund is Focused on Acquiring Mid to Late-Stage Aviation Assets
03/09/2021
The deal comes on the heels of AMP’s plans to sell 60% of AMP Capital’s private markets business to U.S.-based Ares Management for A$1.35 billion ($1.03 billion).
03/09/2021
FLX Distribution – a Resource and Asset Management Platform (RAMP) bringing together asset managers, distribution professionals, wealth managers, and advisors – has added seven investment firms to the the FLX community.
03/09/2021
The proposed transfer of the UCITS platform series is subject to regulatory and other approvals.
03/09/2021
Fidelity Adds FA Health Care SMA and FA International Growth SMA, Helping Advisors Meet Growing Client Demand for More Tailored Investment Management Solutions
03/09/2021
In its sixth acquisition since 2019, Foreside bolsters its regulatory solutions for hedge fund, private equity, and other emerging alternative investments managers
03/08/2021
Founded in 1988 by Jeff Stone, Emphasys Technologies provides capital markets services
03/05/2021
Apollo is making a tender offer to buy all outstanding shares of Michaels for $22 a share in cash
03/04/2021
Prudential hived off its UK insurer and asset manager M&G in 2019, following in the footsteps of rivals such as Standard Life Aberdeen and Old Mutual, which have also restructured complex businesses.
03/04/2021
Quarterly Guide Examines Major Trends Impacting Alternative Investments
03/03/2021
Upon closing of the transaction, Wealth Enhancement Group's total client assets are expected to approach $30 billion.
03/02/2021
Australia's Channel Capital Partners with Asset Management Veteran
"Channel's platform has helped build durable investment managers in Australia for nearly a decade, and we're confident that with Des as our partner, we will expand successfully in the United States,"
03/02/2021
The partnership adds financial planning expertise in greater Cleveland region and over $725 million to MAI’s AUM
03/02/2021
In a case that’s on appeal, mortgage hedge fund managers David Liu and Stuart Lippman allege TIG Advisors defrauded them. Here’s the story of what they say went down.
02/28/2021
The addition of Prairie strengthens Focus’ position with RIA firms
02/26/2021
Ontario Teachers’ is Canada's largest single-profession pension plan and one of the world’s pre-eminent private equity investors.
02/25/2021
The Investor Confidence Index was developed at State Street Associates, State Street Global Markets's research and advisory services business