03/23/2018
Most of these callers, wanting a less violent world, had set a goal of extricating from their portfolios any holdings of gun makers’ stock, says Long, who is an advisor, principal and research director at Chicago-based DiMeo Schneider & Associat
03/23/2018
Plan would add 120 at $150 billion fund over five years
03/21/2018
Hilliard Lyons has always operated its business in line with the broker protocol’s principles
03/21/2018
Navigator International Equity ADR Recognized as Top International Equity SMA
03/21/2018
Highly flexible portfolio and risk analytics solution enables better investment and risk decisions, improves operational efficiency, and reduces operational risk.
03/21/2018
Peterson founded Blackstone in 1985 with Stephen Schwarzman
03/21/2018
The St. Louis-based broker-dealer, which derives about 75% of its revenue from selling mutual funds and insurance to middle-class household
03/20/2018
Marketplace Lending Expertise to Complement Franklin Templeton Fixed Income Group Capabilities
03/19/2018
Ziegler Wealth Management has 55 private client advisors in five states that manage approximately $5 billion in client assets.
03/14/2018
According to Commcise, its fair allocation engine helps asset managers provide research budgets at a fund level whilst ensuring at all times that funding and research consumptions budgets are kept in sync.
03/14/2018
Outsourced-CIO assets are growing “rapidly” thanks to rising investor demand for OCIO services.
03/14/2018
The sale, for which terms were not disclosed, comes amid rising trade tensions between the US and China
03/14/2018
Telenor Microfinance Bank offers a mobile financial services platform that has launched the largest branchless banking service in the country. It also provides microfinance and financial services to the unbanked and less privileged segments of Pakistani s
03/14/2018
The US activist hedge fund is likely to use the acquisition as a springboard for other deals
03/13/2018
“Acentria has been recognized nationally as a top insurance organization, and now our clients are able to benefit from expanded services – including a better variety of products, advanced technology and a full array of risk management services
03/13/2018
The rise in energy prices has been exacerbated by the impact of hedge funds who have taken long positions in energy contracts.
03/13/2018
As a division of BCG, Penbridge has been renamed BCG Penbridge and will continue to offer proprietary data, business intelligence and advisory services to defined benefit plan sponsors, helping them to meet their plan sponsor and plan fiduciary objectives
03/12/2018
Named “Best Global Prime Broker” for the Third Consecutive Year
03/09/2018
Spiegelman Wealth Management is a comprehensive investment advisory and financial planning firm focused on high-income and high-net-worth individuals.
03/09/2018
Guggenheim Managing Director of Total Return Portfolio Management to be recognized at 25th annual Mutual Fund Industry Awards on April 12 in New York