03/28/2018
Private Ocean Named a 2018 Best Place to Work for Financial Advisers by InvestmentNews
The list is a first of its kind for the financial advice industry.
Alternative Investments
03/28/2018
Ladenburg Thalmann Adopting Behavioral Finance Designation Program for Its Advisors
The firm is looking to differentiate itself in the advice arena by emphasizing behavioral financial advice.
03/28/2018
An Opaque $3.5 Billion Business Gives Wall Street a Hangover
Banks scrutinize equity derivatives units after surprise loss
03/27/2018
AB Builds Out Global Digital Capabilities With Series Of New Hires
Expanding its digital and analytics capabilities with industry-leading talent
03/27/2018
Goldman picks new PM for $748m alts fund
The firm, a subsidiary of hedge fund shop Canyon Partners, specializes in structured credit investments such as collateralized loan obligations and mortgage-backed securities.
03/27/2018
SS&C GlobeOp - Best Global Hedge Fund Administrator
One area of technology that SS&C GlobeOp continues to focus on is artificial intelligence, Fullerton confirms, as fund administrators throughout the industry look for ways to automate activities and tasks that were once manually performed.
03/25/2018
BlackRock’s New Sector ETFs Powered by Machines
BlackRock’s new ETFs are powered by machines and collectors prefer art over wine.
03/23/2018
Private Client Resources Announces Partnership with Dynamo to Revolutionize Data-Driven Research and Transparency
Solution will integrate PCR's data aggregation capabilities with Dynamo's portfolio management, performance and investor reporting modules
03/23/2018
Advisors Wrestle Gun-Related Investment Concerns
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
Texas Teachers Pension Eyes Hiring Spree for Investment Group
Plan would add 120 at $150 billion fund over five years
03/21/2018
Guess Which Big Regional Has Joined the Broker Protocol
Hilliard Lyons has always operated its business in line with the broker protocol’s principles
03/21/2018
Clark Capital Named PSN Top Guns Manager of the Decade
Navigator International Equity ADR Recognized as Top International Equity SMA
03/21/2018
FINCAD Recognized as Best-of-Breed for Hedge Fund Risk Management Technology
Highly flexible portfolio and risk analytics solution enables better investment and risk decisions, improves operational efficiency, and reduces operational risk.
03/21/2018
Blackstone co-founder Peter Peterson dies, aged 91
Peterson founded Blackstone in 1985 with Stephen Schwarzman
03/21/2018
Edward Jones Locks In Lead as Biggest U.S. Brokerage Force
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
Franklin Templeton Acquires Data Science Investment Firm Random Forest Capital
Marketplace Lending Expertise to Complement Franklin Templeton Fixed Income Group Capabilities
03/19/2018
Stifel Completes Acquisition of Ziegler Wealth Management
Ziegler Wealth Management has 55 private client advisors in five states that manage approximately $5 billion in client assets.
03/14/2018
Commcise continues US expansion with CommciseBUY
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
Willis Towers Watson’s OCIO Business Surpasses $100 Billion Under Management
Outsourced-CIO assets are growing “rapidly” thanks to rising investor demand for OCIO services.
03/14/2018
China sovereign wealth fund CIC sells stake in Blackstone after 11-year investment
The sale, for which terms were not disclosed, comes amid rising trade tensions between the US and China