10/23/2020
Eight CenterState advisors and five client services team members join more than 40 members at South State Investment Service to provide client-focused, locally-based financial advice and guidance throughout the Southeast.
10/23/2020
Women now hold about a fifth of the industry's jobs and just 10% of the senior positions as of last year, according to London-based research firm Preqin.
10/23/2020
Low-cost provider’s passive fund growth is vastly outpacing its actively managed business
10/22/2020
Covid-19 turbulence buoys loyalty to simpler defined contribution plans
10/22/2020
Pension advisers will have a vital role in explaining the potential risks of such investments
10/21/2020
The Fund’s investment objective seeks to maximize total return consisting of current income and capital appreciation
10/21/2020
The transaction, which is subject to customary closing approvals, is expected to close before the end of the year.
10/21/2020
The bank doesn’t break out the specific number of RIAs joining each quarter.
10/21/2020
By the second quarter of 2020, Santander México placed more than 900mn pesos in the retail automotive credit segment, double the amount of the same period in 2019.
10/21/2020
Financing for the acquisition and renovation of the properties was provided by MainStreet Bank.
10/20/2020
Releases annual Sustainable and Responsible Investing Report outlining ESG initiatives across investment teams
10/20/2020
Firm announces updated fees and objectives to fixed-income and equity strategies
10/19/2020
Asset manager aims to cross-list up to 100 overseas funds by end of March
10/19/2020
Largest managers in region see 20.3% AUM rise; market share increases to 59.7%
10/19/2020
The rationale for the deal is also different to other manager M&A, said Stephen Tu, New York-based vice president and senior credit officer in Moody's Investors Service Inc.'s financial institutions group.
10/19/2020
There has been dramatic growth in the impact investing industry in just the last few years.
10/19/2020
While the zero-rate world is hitting future returns in fixed income, it’s the very thing spurring interest in this new hunting ground for quants.
10/18/2020
Too many fund managers and alternative holdings are bad for pension beneficiaries
10/16/2020
AlphaTrAI is a venture-backed startup that says it’s out to transform wealth management using AI and machine learning.
10/16/2020
New research from Lincoln Financial Group shows more than half of workers would like to be automatically enrolled in an in-plan guaranteed income investment option