02/06/2020
EP Wealth Advisors Acquires International Research & Asset Management, Inc.
Dallas-based International Research & Asset Management adds investment management, financial planning expertise with the deal
02/06/2020
Dallas-based International Research & Asset Management adds investment management, financial planning expertise with the deal
02/06/2020
Equity markets rebounded in the fourth quarter.
02/06/2020
Annualized core operating return on tangible equity was 12.8%.
02/06/2020
Waddell’s asset management business ended the year with $70 billion in assets under management, up just 6% despite double-digit growth in equity markets.
02/05/2020
Microgen and Touchstone will have a workforce of over 150 people.
02/05/2020
Acquisition Is Company’s First Expansion into Retirement and Wealth Management Vertical, Providing Holistic Benefits Support
02/04/2020
The company offers regional and global equities, fixed income, liquidity, real estate, infrastructure, private equity and private debt.
02/04/2020
Vestar VII has already completed two platform investments to date
01/31/2020
Lender has facilitated more than $4.25 billion in loans since inception in March 2018
01/31/2020
Record fourth-quarter operating revenue reflected strength across our businesses,” said Kenneth M. Jacobs
01/30/2020
The biggest online broker offers fractional shares of equities and ETFs
01/29/2020
It is designed to help listed companies navigate the growing array of sustainability frameworks
01/29/2020
The big U.S. banks have been regularly meeting with officials from the U.K. Treasury to emphasize the importance of winning so-called equivalence from the EU
01/29/2020
Earns 100 Percent on Human Rights Campaign Foundation’s Annual Scorecard Assessing LGBTQ Workplace Equality
01/29/2020
Launch of “Trading for Trees” Incentive Program Backed by New Green Bond Trading Functionality
01/28/2020
Trio of industry veterans launch fund to finance commercial and intellectual property litigation
01/28/2020
This year's list spotlights more than 4,000 top advisors across the country, which included 131 for the state of Ohio.
01/28/2020
“Investor appetite for this niche, uncorrelated strategy was in high demand from institutional investors.”
01/27/2020
Exposure to these types of securities will be obtained by investing primarily in hedge class units of Renaissance Flexible Yield Fund, which is sub-advised by Doubleline Capital LP.
01/24/2020
This marks the second acquisition agreement this month for Fiduciary Trust.