04/30/2019
In addition, the CCR approved four Invesco ETFs, including the Invesco EQQQ Nasdaq-100 Ucits ETF, and 11 BlackRock iShares vehicles, including the iShares Edge MSCI Europe Momentum Factor Ucits ETF.
04/30/2019
Those firms, as well as other big Wall Street names, are now following Schwab’s lead, by lowering or canceling fees, launching new services and seeking mass-affluent customers.
04/30/2019
The combined advisory group, which will operate under the brand name LourdMurray, oversees approximately $4.8 billion in client assets.
04/29/2019
The first wave of CEO pay ratio disclosures began last year, drawing scrutiny from Congress as the industry marked a decade since the 2008 financial crisis.
04/26/2019
The acquisition is subject to customary closing conditions and is expected to close in the third quarter of 2019.
04/26/2019
Subscription services delivered the largest hike at $4.3bn in net sales, up 40% compared to $3.1bn last year.
04/24/2019
The firm's flagship Composite Fund, a multi-strategy vehicle that manages some $14 billion, has delivered annualized returns net of fees of nearly 11 percent since it was launched in 2001.
04/24/2019
Institutional clients will also benefit from INTL FCStone’s full range of financial services and products within the securities, commodities, derivatives, FX, global payments, and wealth management sectors.
04/24/2019
The acquisition is expected to generate an annual net cash yield of 7.50% across the target holding period.
04/24/2019
After the trend ends there is a shift in direction, often a dramatic one.
04/24/2019
Deal could fetch more than $2 billion for Lightyear, PSP
04/24/2019
By asset class, equities attracted $47 billion in inflows, compared to outflows of $11 billion and $55 billion, respectively, in the fourth and first quarters in 2018.
04/24/2019
The Funds are available exclusively to TD Wealth Private Wealth Management clients and provide access to TD Greystone Asset Management's portfolio investment expertise in alternative assets.
04/24/2019
The merger aims to create a leading facultative reinsurance intermediary in Latin America, with market-leading data capabilities and expanding insurance market relationships, MMC said.
04/23/2019
iM Global Partner’s US and international strong experience in the asset management industry and the cultural fit we have with them is for us a real gage of solidity and long-term partnership.
04/23/2019
In another division are “sustainable sector funds,” which focus on investments related to a transition to a green economy in areas like renewable energy, energy efficiency, environmental services, and water.
04/23/2019
69 hedge funds were launched in Q1 2019, the majority (84%) of which were single-manager funds, reports research house Preqin in its Q1 update. Furthermore, the Preqin All-Strategies Hedge Fund benchmark returned +5.40% for the quarter.
04/23/2019
iM Global Partner is a leading investment and development platform focused on acquiring strategic investments in best-in-class traditional and alternative investment firms in the US, Europe and Asia.
04/23/2019
The acquisition of USAA Asset Management Company will meaningfully diversify our asset mix and investment capabilities and transform our business in terms of size and scale.
04/23/2019
These include long-term growth company Polen Capital, credit strategies specialist Dolan McEniry, long/short investment house Sirios and liquid alternatives and ETFs company Dynamic Beta Investments.