07/11/2019
U.S. Investors Most Patient, And Demanding, In World, Study Says
U.S. investors hold their investments for an average of 4.2 years
Alternative Investments
07/10/2019
JP Morgan cuts Venezuela debt from popular bond benchmarks
Venezuela’s weight in the EMBI Global Diversified, EMBI Global and EMBI+ indices is currently 0.5%, 0.9% and 1.2% respectively
07/09/2019
JPMorgan says bond-market rally faces risk of ‘tantrum’ like 2013 and 2016
Bond-market bulls who have piled on long positions in recent months could face a painful reversal in rates
07/09/2019
The New Quant Billions Are Hiding in the Bond Market
By carving up corporate bonds into behavioral traits such as value and momentum in the search for alpha, these math wizards are hoping to disrupt the established giants of the trillion-dollar credit market.
07/09/2019
The New Quant Billions Are Hiding in the Bond Market
Northern Trust touts fixed-income factors amid stock fatigue
07/05/2019
Pinebridge versus T Rowe Price
In theory, funds with mandates that allow them to allocate to any equity market should have an advantage: they can choose the best and avoid the worst prospects.
07/04/2019
Fiera Capital Corporation completes acquisition
The Transaction generally offered IAM shareholders who would otherwise be subject to tax on the disposition of their shares
07/02/2019
Principal closes $1.2 billion deal to buy Wells Fargo retirement business
Through this acquisition, Principal will double the size of its U.S. retirement business
07/02/2019
Silvercrest Asset Management Group completes acquisition
This combination is a natural fit, enabling a seamless continuation of service excellence that clients deserve.
07/01/2019
Why the retirement industry needs to step up its game
Why a holistic, personalized approach is a business imperative
06/28/2019
Mercer Advisors Named to 2019 Financial Times 300 Top Registered Investment Advisers List
Mercer Advisors continues to be recognized for business excellence, client service and growth.
06/27/2019
London pension firm to open first overseas base in US
Will Wynne, co-founder and MD of Smart Pension, said: “Chicago is an ideal base for our first step into the US market, with its excellent connectivity back to the UK, and also with our strategic partners in the US.
06/27/2019
Bicameral Ventures Unveils a Strategic Investment in Fintech Startup Balance
Bicameral Ventures continues to execute its “Interconnected Investing” model with a highly strategic investment in fintech startup Balance, and new integration of the Aion blockchain.
06/27/2019
How advisers were spared from the fee squeeze
Service providers have taken the pain on pricing
06/26/2019
Chubb Earns the Carrier Automation Excellence Award
Insurance technology and advocacy group recognizes Chubb's digital experience for automating the placement and service of small business insurance
06/26/2019
Willis Towers Watson launches new solution for mid-market clients
It will provide coverage for the core property & casualty lines of business, including property, general liability, business auto, workers compensation and umbrella, and also for excess liability, environmental and international lines of business.
06/24/2019
BlackRock Examines Ways to Bring Annuities to 401(k)s
World’s largest money manager has lobbied on key parts of bill making sweeping changes for retirees
06/23/2019
Vanguard’s tie-up with Ant Financial targets Chinese investment market
Union brings together two of the world’s most powerful financial institutions
06/18/2019
Pension funds’ fixed income allocations losing ground in growth markets: report
Allocations to alternatives, cash and other asset classes, which accounted for the rest, saw minimal changes.
06/18/2019
Mark R. Freeman launches Socorro Asset Management
Freeman is joined at Socorro by founding partner and Chief Operating Officer, Dawn Blankenship who brings over 18 years of institutional operational and business development experience to the firm.