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.
Alternative Investments
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
03/14/2018
Ant Financial Buys 45 Percent Stake In Telenor Microfinance Bank
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