12/15/2020
Arthur J. Gallagher & Co. Acquires Premier Brokerage Services, Inc.
Steven J. Katz and his associates will continue to operate from their current locations under the direction of Jeff Leonard, Gallagher's North American Practice Leader for Financial and Retirement Services.
12/14/2020
Wealth managers have long sought to gain business through 401(k) plans and other employer-based services.
12/11/2020
For the quarter ended November 30, 2020, AGF’s retail mutual fund net sales were $66 million, compared to net redemptions of $181 million in Q4 2019. Retail mutual fund gross sales improved 35% year-over-year.
12/10/2020
Enabling fund managers to focus on achieving alpha
In view of this rising focus, CohnReznick takes a strategic approach in protecting clients’ data assets, intellectual property, and brand reputation.
12/08/2020
The deal marks the 12th in three years for fast growing Allworth Financial
12/08/2020
For many large insurers and insurance intermediaries, the pandemic demonstrated a need to double-down on efforts to adopt innovation into their existing business models and focus on a digital approach to customer experiences.
12/08/2020
The Washington, D.C.-based ILPA represents many large public and private pension funds, endowments, family offices and foundations.
12/08/2020
The expanded efforts will allow Cincinnati Insurance to grow its internal innovation team focused on enhancing speed and convenience for insurance agents and consumers.
12/07/2020
Universities offer ethical fund-management experiences as part of studies, but finding a related job is tough
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.