11/01/2021
Franklin Templeton to Acquire Lexington Partners
Growing market sector with long-term potential to extend access of private asset classes to additional investors
Alternative Investments
10/29/2021
Scotia Global Asset Management announces securityholder meeting approval on certain ScotiaFunds changes
The Merger and Investment Objective Changes are expected to become effective on or about November 8, 2021.
10/29/2021
Lincoln Financial, NPPG and Morningstar Investment Management Bring Retirement Plan Options to Business Owners Through a Pooled Employer Plan
Pooled Employer Plan (PEP) from industry leaders supports talent retention and attraction for business owners with easier access to a qualified retirement plan and protected income investments
10/29/2021
Citi Announces $1 Billion Social Finance Bond Offering to Advance Social Initiatives Globally
Citi to Expand Access to Essential Services for 15 Million Households, Including 10 Million Women, Globally by 2025
10/29/2021
Lazard Ltd Reports Third-Quarter and Nine-Month 2021 Results
Operating revenue was $702 million for the third quarter of 2021
10/28/2021
CBIA / Lawyers Financial Partners with Fiera Capital for Discretionary Wealth Management
The partnership will enable CBIA/Lawyers Financial to offer access to discretionary wealth management by referring lawyers with $1 million+ of investable assets to Fiera Capital.
10/28/2021
Apex provides fund administration to Midtown Capital Partners
This latest appointment to deliver fund administration services follows a period of record new business growth for Apex’s Americas region.
10/27/2021
Mackenzie Investments selects Bloomberg to automate ETF management
As a result of its adoption of PORT Enterprise, there has been minimal need for increased resources for Mackenzie to manage its expanding ETF business, which has grown to more than CAD 11 billion in just over five years.
10/27/2021
BMO Harris launches Savings Builder
The personal Savings Builder account has no monthly maintenance fee and only requires a minimum opening deposit of $25.
10/26/2021
Introducing ‘Business Class: Build It Braver,’ a new podcast for savvy entrepreneurs from American Express
“Learning the stories of fellow business owners and picking the brains of top business talents has been truly inspiring,”
10/26/2021
PNC Treasury Management Launches Capabilities For Industry-Leading Corporate Banking Platform
PINACLE Connect and PINACLE Payee Account Validation streamline corporate banking experience
10/26/2021
Invesco Reports Results for the Three Months Ended September 30, 2021
Invesco Announces Third Quarter Diluted EPS of $0.71; Adjusted Diluted EPS(1) of $0.77
10/25/2021
GFH starts strategic partnership with Schroders Capital
GFH and Schroders Capital complete first co-investment in the Healthcare Sector
10/25/2021
US alternatives manager Monroe sets sights on Asia
He says direct private credit specialists like Monroe traditionally excel at direct and small- and mid-cap strategies.
10/25/2021
How confident are hedge funds for the next 12 months?
Global index reveals sentiment of more than 300 funds worldwide in the third quarter of 2021
10/25/2021
Private equity firms pay themselves record sums with debt
The market has been generous for dividend recaps.
10/25/2021
Citizens Business Conditions Index™ Dips Slightly, Remains in Expansionary Territory Due to Continued Robust Demand
Nearly all of the underlying components in the CBCI demonstrated strength in the quarter.
10/22/2021
Macquarie Asset Management to acquire Central Park Group
Central Park Group is a pioneer in providing financial advisors and their clients access to top alternative investment talent
10/22/2021
Sixpoint Partners Announces Successful Close of Continuation Fund for CREO Capital Partners
Sixpoint was engaged by CREO to advise on the secondary process and associated fundraise, providing liquidity to existing investors who desired it, while securing additional capital to support growth initiatives at FFG.
10/21/2021
Blackstone Real Estate Income Trust Completes Acquisition
Following closing of the Transaction, former members of the WPT management team will continue to do business under the name WPT Capital Advisors, as an independently owned and operated company.