08/21/2020
The US funds industry - A thriving market
Industry experts suggest that there is continued strong interest from advisors based outside of the US looking to launch fund products to increase their distribution within the US.
Alternative Investments
08/21/2020
William Blair reappoints State Street for range of investment management servicing solutions
William Blair is a global financial services company with deep levels of expertise in investment banking, investment management, and private wealth management.
08/20/2020
Citizens Financial Group, Inc. Director Earns Recognition on Annual List of Most Influential Boardroom Leaders
Shivan Subramaniam Named to 2020 NACD Directorship 100
08/20/2020
DLP Real Estate Capital Surpasses $1 Billion in Assets Under Management
With this latest acquisition, the number of DLP-owned multifamily apartment communities totals 45, located in 19 states across the country.
08/20/2020
Advisor Group Redefines Wealth Management Industry Events With Expansive, Interactive And Entertaining Virtual National Conference
Company to Customize Cutting-Edge Virtual Events Platform to Create Opportunities for Peer-to-Peer Interactions and Personal Connections with Home Office Staff at Upcoming ConnectED Annual National Conference
08/19/2020
Bezos And Blackrock Are Pouring Billions Into This $30.7 Trillion Trend
It’s an impressive collection of ESG services on a single platform: It’s all about carbon-offset footprints, sustainability, healthy social distancing and even contributing on the front lines of the pandemic.
08/19/2020
Fund managers are more optimistic on stocks than any time since the pandemic began
In July, 47% still thought it was a bear-market rally versus 40% believing stocks were in a bull market.
08/18/2020
Opinion: Private equity in your 401(k) — is this a good idea?
There are both opportunities and challenges that savers should know
08/17/2020
JP Morgan defies all odds to dominate forex with a 10%+ market share
To harness this potential, it launched an eFX algorithm that seeks to minimize market impact on order placements.
08/16/2020
Temasek buys $4.8 billion stake in investment giant BlackRock
The firm posted a preliminary portfolio value of $306 billion as of March 31.
08/13/2020
Canada Life extends platform to include Excepted group life insurance policies
Canada Life has also taken the opportunity to include WeCare, a new range of support services introduced in April and will be available to both Registered and Excepted scheme employees and their families, whether insured or not.
08/12/2020
California debt fund manager charged by prosecutors with fraud
The SEC had sued Direct Lending Investments in March 2019, firm was later put into receivership.
08/12/2020
CLA Wealth Advisors Recognized as a Top Firm
CLA Wealth Advisors is honored to be recognized again this year,” said Clayton Bland, chief wealth advisory officer.
08/11/2020
Jones Loses $1.3 Mln Producer to Wells Indie Firm, Merrill Brokers Join RBC
“The combination of our 65% payout and independence has created a lot of demand,” Schreiber said.
08/11/2020
Citizens Financial Group, Inc. Announces Final Stress Capital Buffer Requirement
2020 Capital Plan andStress Capital Buffer requirement of 3.4 percent are unchanged
08/11/2020
LPL Financial and Financial Resources Group Welcome Bialke Financial Partners
With the move, the firm will expand its ability to serve more clients by operating as the investment arm of the American Bank of the North.
08/10/2020
CI Financial powers OCM Capital Partners’ acquisition of registered investment advisor Thousand Oaks Financial
“This arrangement provides continuity for Professional Planning’s clients while giving them and their advisors access to the additional services and support of a larger firm,” said Patrick Bowen, OCM President.
08/10/2020
JPMorgan: Bitcoin is your # 1 Option of Youthful Investors
Yes it is. Critics have discovered that elderly, innovative investors have leaned towards golden , while so-called ‘millennials’ have decided to flock to Bitcoin.
08/07/2020
Argentina’s debt deal: The view from the AMs seeking restructure
The Ad Hoc Argentine Bondholder Group has welcomed proposals put forward by the government to avoid a tenth default.
08/07/2020
Asset manager Ares raises $5bn for PE funds
The Los Angeles-based asset manager is on track to collect at least $30bn this year despite disruptions from the coronavirus pandemic