10/04/2018
Pimco to buy muni-bond manager
To ensure continuity for Gurtin clients, the firm will maintain its San Diego and Chicago offices, and its investment team will continue managing its funds and separate accounts.
10/03/2018
"In addition, Generational Group will help us augment and enhance client experience using best-in-class tools and additional resources."
10/02/2018
“Opening up in Montevideo really illustrates how importantly we view the Latin American market."
10/01/2018
The firm, which administers more than $7 trillion in customer assets, spends $2.5 billion a year on tech through Fidelity Labs and its Fidelity Center for Applied Technology.
09/30/2018
Mehrdad Moayedi won Sam Wyly’s Aspen home in an auction at 75 percent its asking price
09/28/2018
ARK is an affiliate of Nikko AM via an equity stake
09/28/2018
Rankings are a testament to providing best-in-class retirement services to NFP's valued clients
09/28/2018
The FT 401 distinction follows the recognition of 12 Northwestern Mutual Wealth Management advisors on the 2018 Financial Times' 400 Top Financial Advisors list as well as Northwestern Mutual's ranking as the sixth largest independent broker-dea
09/28/2018
The Harbinger manager “deliberately dodged paying its fair share of taxes,” Underwood said. “Tax evasion forces ordinary New Yorkers to shoulder the bill.”
09/28/2018
The PGIM Active High Yield Bond ETF is managed by the same PGIM Fixed Income team that manages the 5-Star Overall Morningstar-rated PGIM High Yield Fund as of June 30, 2018, an actively managed open-end fund that has also earned Morningstar’s Gold A
09/27/2018
CPPIB views the investment in CLOs—which use cash to buy below-investment-grade corporate loans—as an attractive way to boost returns on its leveraged-loan investments, a plan spokesman said
09/27/2018
Model portfolio programs are proving instrumental in that regard as they can help financial advisors manage investor goals and scale business.
09/26/2018
Epsilon Asset Management (“Epsilon”) today announces a collaborative partnership with Novus to develop and manage systematic active equity strategies based on public data for institutional investors and family offices.
09/26/2018
It is expecting to roll out the offshore model portfolios by early 2019.
09/26/2018
"It is also an extension of our international footprint, enabling us to fulfill our commitment to serve our clients' needs globally."
09/25/2018
Victory Capital's integrated multi-boutique business model will enable Harvest to continue to employ its structured and disciplined investment process while remaining an independent brand.
09/25/2018
With 10 years of experience in the Mexican market, BlackRock will now offer a full range of local and international investment solutions for clients there.
09/24/2018
Two new products are aiming to raise a combined $40bn from yield-hungry institutions
09/21/2018
America’s largest public pension fund has tapped a manager of China’s predatory investment fund as its next chief investment officer.
09/21/2018
Aperture Investors is another important milestone in Generali's multi-boutique strategy launched last year