12/07/2020
Wellington has developed a virtual marketplace offering that includes an easy-to-use agent portal and unique pricing flexibility, resulting in competitive products and superior underwriting performance.
12/04/2020
This strategic shift to a fiduciary approach affirms Mayflower Advisors' autonomy and positions the firm to best meet clients' evolving financial needs with a flexible, scalable infrastructure and custom planning solutions.
12/04/2020
The two properties are the latest industrial assets acquired by KKR’s core plus real estate strategy, growing its total industrial real estate portfolio to approximately 7.2 million square feet.
12/03/2020
The acquisition of Waddell & Reed’s asset management business and our partnership with LPL significantly strengthens our position as a top 253 actively managed, long-term, open-ended US mutual fund manager by assets under management across equit
12/03/2020
Waddell & Reed Financial, Inc.’s asset management business had $68 billion of assets under management and its wealth management business had assets under administration of $63 billion.
12/03/2020
Fourth annual survey of homeowners identifies which risks have increased and what new threats have emerged since the onset of a global pandemic
12/02/2020
Through this alliance, plan advisors may also benefit from greater operational efficiencies so they can more effectively work across their entire book of business.
12/02/2020
Engine No. 1 is expected to raise outside capital next year
12/02/2020
Dynamic Beta’s Andrew Beer argues that the next decade will be more like the “golden years” of the 2000s than the passive-dominated 2010s.
12/01/2020
Sekhar explains that many first-generation RIAs were launched by founders who came from a wirehouse or a similar environment
12/01/2020
Latin American pension funds increased their allocations to cross-border securities by 19% in 2019, according to a new report from Cerulli Associates.
11/30/2020
Hippo Insurance Services is on a mission to transform home insurance for the modern household.
11/30/2020
Ideal retirement age is determined by your ability to meet lifestyle cash needs with guaranteed income and the cash produced by your investments.
11/30/2020
Federal government employees are covered by different retirement systems depending on when they were hired.
11/30/2020
Terms of the transaction were not disclosed.
11/30/2020
The firm, based in San Francisco, applies a proprietary, fundamental-based, technology-driven model to deliver differentiated returns to clients.
11/27/2020
Although not every country within the Latin America region is excelling, Colombia and Mexico are leading the way.
11/27/2020
A sovereign wealth fund is a government-owned investment pool of foreign currency reserves.
11/27/2020
These are estimated distributions of undistributed net income and/or capital gains.
11/26/2020
Thinking about switching from high-fee mutual funds to low-fee exchange-traded funds? An investor advocate walks through the steps—and watch-outs—to follow when you're ready.