09/14/2020
BMO Investments Inc. Launches Sustainable Portfolios to Support Responsible Investing
These portfolios combine equity and fixed income ETFs designed to represent the performance of companies
Alternative Investments
09/11/2020
Guernsey funds attracting increasing PE investment from US
Guernsey has proved to be a simple route for US investors to access European and UK markets, attracted by our time zone, range of structures and ease of accessing European markets through the national private placement regime.
09/11/2020
Pension Funds Join the Gold Party—Things Are About to Get Interesting
The fund has $15.7 billion in Assets under Management (AUM). While there’s no timeline for buying the gold, a 5% allocation equates to over $750 million.
09/11/2020
CAPTRUST Completes Carve-Out of Plante Moran Financial Advisors' $6.27 Billion AUA Retirement Plan Advisory Practice
CAPTRUST Surpasses $400 Billion in AUA
09/10/2020
T. Rowe Price Releases Inaugural Study Highlighting Perspectives Of Defined Contribution Plan Consultants
The study found that 80% of our consultant respondents rank longevity risk as either the #1 or #2 source of concern for participants in retirement planning.
09/10/2020
Hedge fund firms concerned about loss of culture in remote-working world
KPMG's Joseph Fisher, a senior partner, said he's confident the hedge fund industry will prevail over issues raised by remote working conditions.
09/09/2020
Chubb Launches Chubb Studio(SM), Simplifying Digital Partner Integration
Chubb Studio provides significant speed-to-market for our partners and offers a secure and scalable platform with multiple APIs to simplify the process.
09/09/2020
Chris Smith Investments transitions to Wilde Wealth Management Group
Michael W. Obenauf joins team to increase personalized service to clientele
09/09/2020
Top tech investor paralyzed in tragic accident
Founder of OMERS Ventures shares message of hope but "unlikely" to regain the use of his legs
09/08/2020
Goldman’s ‘favorite’ commodity has been on a tear, and could have further to run
Copper remains Goldman’s “favorite” commodity on the basis of cyclical and structural support and ongoing supply issues, with Glencore and BHP the companies best positioned to benefit from rising copper prices, according to the bank.
09/08/2020
US tech stocks plunge as FTSE 100 drops on no-deal Brexit fears
Global stocks fell sharply last week, with investors questioning whether they had a “correction” on their hands after the shock rally of recent months.
09/08/2020
MassMutual sells retirement plan business to Empower Retirement
The MassMutual retirement plan business has grown substantially over the past decade, with the number of participants served doubling to over 2.5 million and assets under management more than quadrupling from $34 billion to over $160 billion.
09/07/2020
3 Best Investment Tracking Tools For Retirement Savers
These tools are the most convenient to use and offer bank-level security.
09/07/2020
Sompo set to acquire Diversified Crop Insurance Services
The acquisition of Diversified strongly complements these efforts and reinforces Sompo International’s leadership and commitment to the agriculture insurance market on a significant scale
09/07/2020
Berkshire Hathaway Continues To Cut Stakes In US Banks
Berkshire said in a regulatory filing it now owned about 137.6 million shares, worth $US3.4 billion, of the fourth-largest US bank by assets.
09/03/2020
Controversial hedge fund billionaire Steven Cohen takes on Hollywood
Now, Cohen’s name has been thrust into the Hollywood limelight.
09/03/2020
Real-Time Cross-Border Payment Innovator Could Cut Trillions From Global Financial Friction
Ogden said that IMF experts briefed on the concept think it could take out up to $15 trillion in global financial friction — he had estimated $2.7 trillion.
09/02/2020
Willis Owen reveals the best and worst sectors and funds in August 2020 - Gilt funds tank as spectre of inflation returns
The recovery in the UK and globally continues to defy many investors’ expectations.
09/02/2020
Wall Street Veteran Jonathan Dane Launches Defiant Capital Group
As an additional service, Defiant Capital Group helps clients address many of the complexities of wealth including structuring investments and planning for generational wealth transfers.
09/02/2020
Majority of Americans Broadly Supportive of Additional Coronavirus Stimulus,According to Study
Support generally holds across demographic subgroups; additional unemployment assistance does not blunt workers’ desire to return to work