12/12/2018
Elion Partners and Buchanan Partners Announce $100 Million Multifamily Acquisition and Development Plan in Washington D.C. Metro Area
Joint venture marks third partnership between Elion and Buchanan
Alternative Investments
12/12/2018
Morgan Stanley Announces Technology Partnership with Yext to Enhance Financial Advisors’ Digital Presence and Increase Prospecting Success Through Intelligent Search
Their artificial-intelligence-ready data structure will enable Morgan Stanley to create and relate important information about their vast network of individual Financial Advisors, advisory teams and branches.
12/12/2018
361 Capital Wins a Pensions & Investments "Best Places to Work in Money Management" Award for Third Consecutive Year
The 2018 award was part of Pensions & Investments' seventh-annual survey and recognition program, which is dedicated to identifying and recognizing the best employers in the money management industry.
12/12/2018
Highland Capital Management Named Among Pensions & Investments' 2018 Best Places to Work in Money Management
Presented by Pensions & Investments, the global news source of money management, the sixth-annual survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry.
12/11/2018
Bailard Wins a 2018 Pensions & Investments Best Places to Work in Money Management Award
Feedback from both employees and their firms was collected and analyzed by an independent research firm specializing in identifying great places to work.
12/10/2018
Former Cowboy golfer helps tee up new wealth management firm
Most Full Sail clients have $2 million or more to invest, or are high earners, Reynolds said, and give analysts full discretion to manage their accounts.
12/05/2018
Northern Trust acquires forex software solutions provider
Deal Builds on 2016 Partnership for Algorithmic Trading and E-Commerce Platform
12/03/2018
Meet the wealth firm that proudly hires brokers with checkered pasts — from hot-dog thieves to serial email-deleters
A Florida wealth-management firm that oversees $500 million hires brokers who've had run-ins with the law or regulators.
11/30/2018
Warburg Pincus Collects $14 Billion for Flagship Fund
Firm expects further commitments and will close next year
11/29/2018
Baird to buy wealth manager
Terms of the deal, which is subject to customary regulatory approvals, were not disclosed.
11/29/2018
RBC takes robo-advisor service national – making it easy for Canadians to access investment advice online
RBC InvestEase brings convenience, speed and simplicity to fit Canadians’ busy lifestyles
11/28/2018
Scotiabank Selling Operations in Saint Lucia, Other Caribbean Countries
Scotiabank's Global Banking and Markets Division acted as exclusive financial advisor to Scotiabank on both transactions.
11/28/2018
Aberdeen Standard maps countries on ESG credentials
The research found that, without globalisation, poverty reduction in developing nations would not have happened over the past 20 years
11/26/2018
Hedge Fund Throws a Lifeline to HNA Unit Shunned by Wall Street
Pactera’s difficulties, some of which haven’t been previously reported, illustrate how HNA is still struggling to cope with the debt burden amassed during a $40 billion takeover spree.
11/26/2018
Ex-Goldman Banker Channels the Hulk for Deals With Billionaires
Gerry Cardinale's RedBird Capital cultivates wealthy families.
11/26/2018
Fleet Complete Announces New Investment Partnership with Ontario Teachers’
Ontario Teachers' Private Capital group has a long history of investing in the technology sector, as well as a track record of working with leading management teams to execute on their growth ambitions.
11/23/2018
Ifunds launches combined passive and active ethical range
All equity exposure is through ETFs and trackers that invest only in companies that meet socially responsible investing (SRI) criteria.
11/23/2018
Hedge fund manager’s tearful apology video after losing $200 million of clients’ money goes viral
A hedge fund manager who lost hundreds of millions of dollars of clients’ money has gone viral for a tearful apology video.
11/22/2018
Anbang Hires Bank of America for Luxury Hotels Sale
Blackstone held initial discussions about bidding for some of Anbang’s assets
11/22/2018
Vanguard amasses £1bn from UK retail investors
The low-cost US asset management giant broke through the billion-pound level just 18 months after launching its direct investment service