03/08/2017
Alexandra Lebenthal has sold a 49% stake in Lebenthal & Co., an iconic firm in in the municipal market, to South Street Securities. The sale comes as the firm has struggled to grow, shuttering a wealth management unit last summer that failed to take
03/07/2017
"We design our portfolio strategies to help investors at every stage of life reach their goals," said Andy Mitchell , Managing Director of SEI Canada.
03/07/2017
He spearheaded many practice management initiatives, including the M&A Leaders Forum and M&A reports, RIA Benchmarking.
03/03/2017
All of Blakestad’s employees and leadership, including its president Jerod Blakestad, are joining MMA and will continue operating out of the firm’s current Minneapolis office.
03/03/2017
This shift in global economic power from the advanced economies, particularly in Europe, to emerging economies will continue.
03/02/2017
Some 125 hedge funds, which jointly oversee around $1 trillion or roughly a third of the industry's assets, have signed on since the group's founding in 2008
03/02/2017
Investors have increasingly favored index funds, which track benchmarks, over paying higher fees to money managers who make active picks in the stock and bond markets.
03/01/2017
The business serves a diverse mix of commercial customers in the power, oil & gas, chemical, manufacturing and retail sectors.