08/26/2025
As the firm continues to grow, its new brand and digital presence capture both who IPI is today and where it is headed, creating a modern, unified experience for financial professionals and the clients they serve.
08/26/2025
Last week, $20 billion Merit Financial Advisors snapped up Global Wealth Advisors, a Texas hybrid RIA with $860 million in assets.
08/21/2025
These developments reflect various analyst perspectives on Target’s current financial and strategic positioning.
08/21/2025
Fund expands the firm's category-leading Equity Premium Income Suite
08/21/2025
Penn Mutual has been removed as a subadvisor from the First American Multi-Manager Fixed-Income fund.
08/20/2025
The merger brings an additional $860m in client assets under Merit's management.
08/18/2025
The company maintains impressive profitability metrics, with a gross profit margin of 50.44% in the last twelve months.
08/18/2025
New Huntsville Financial Center Kicks Off Multi-Year Strategy to Bring 15 Locations to the Heart of the South
08/18/2025
NDRIO manages investments for more than two dozen SIB client funds
08/15/2025
Prestigious Annual Awards Program Recognizes Breakthrough Innovation in the Global Real Estate Technology Industry
08/15/2025
All figures in Canadian dollars unless otherwise noted.
08/15/2025
Team with $1.54 billion in assets and deep roots in the Texas business community joins Corient
08/14/2025
The transaction valued CI’s equity at approximately C$4.7 billion and implies an enterprise value of approximately C$12.1 billion.
08/13/2025
Deepening the Firms’ Partnership and Alignment for Growth
08/13/2025
The investment strategies include portfolio debt securities, regulatory capital relief transactions and collateralised loan obligation securities.
08/13/2025
The transaction supports long-term alignment between TPG Twin Brook and its LP base
08/13/2025
The acquisition also builds on First Financial’s existing commercial banking presence in the Chicagoland market.
08/13/2025
The strategic relationship highlights OpenEden and BNY’s shared commitment to shaping the future of financial infrastructure by facilitating regulated and institutional-grade assets on chain for global investors.
08/11/2025
The Sanibel Captiva Trust Company opened as the island’s first independent, locally owned trust company.
08/08/2025
Multifamily and Industrial represented the largest areas of conviction for the group in the first half of 2025, with 80% of transactions falling within those sectors.