09/12/2016
Vanguard flexes its low-cost muscles in Europe
The asset manager continues to steal business from its continental rivals
Alternative Investments
09/12/2016
Santander says ‘Yes to bitcoin’ in Brazil
The Equity Research paper discusses a meeting on August 23 between local investors and the CEO of Mercado Bitcoin, Rodrigo Batista.
09/12/2016
New Barings Launches Today
The new Barings possesses expanded depth and breadth of expertise across the global fixed income, equity, real estate and alternative asset markets.
09/12/2016
Republic Wealth Partners with ActiveAllocator for Holistic Asset Allocation and Portfolio Construction
ActiveAllocator’s proprietary algorithms build on and optimize the assets an investor already owns.
09/12/2016
Two of Canada's big five banks backing away from marijuana industry
The company, which is currently in the process of obtaining a licence to grow medical marijuana
09/09/2016
Russell Investments selects Qumram for digital record-keeping
It is a privately owned business with clients across Europe and North America.
09/09/2016
United Capital buys Westport Resources Management's private client group
The deal in Westport, Conn., builds on the RIA's presence in New England
09/08/2016
McKinsey buys PriceMetrix
It will continue to develop and deliver SaaS analytics products, and invest in new ones.
09/08/2016
Middle Eastern investors spent more than $500M on Miami CRE in the past 18 months
The recent addition of direct flights to Qatar from Miami International Airport could also help bring in more investment from the region.
09/08/2016
Baltimore's Brown Advisory acquires Austin investment firm
The four-person staff at Blackhaw Wealth Management will join Brown Advisory.
09/07/2016
Aegon Seeks New CFO as Button Departs to Move Back to U.S.
The Hague-based insurer, which gets two-thirds of its income from Transamerica in the U.S., is in the midst of several strategic changes, including buying back stock and lowering expenses.
09/07/2016
Baker Avenue Asset Management Lp Lowers stake in SunTrust Banks
Other Hedge Funds, Including , Laffer Investments sold out all of its stake in STI during the most recent quarter.
09/07/2016
Morningstar, Inc. Names Kunal Kapoor Chief Executive Officer; Founder Joe Mansueto to Become Executive Chairman
Morningstar, Inc announced that its board of directors has appointed Kunal Kapoor, CFA, chief executive officer, effective Jan. 1, 2017
09/07/2016
Newest Canadian Bank Aims to Woo Country’s Chinese Families
The idea to build a bank was generated about five years ago by Shenglin Xian, a Chinese businessman who immigrated to Canada in 1990, according to Lambert.
09/07/2016
Bossen Joins MainStay
Ken Bossen has joined MainStay Investments, a New York Life Company based in New York City
09/06/2016
Meet the brother-and-sister team behind one of the first cannabis-focused hedge funds
In fact, the experience ended up compelling them to jump into the marijuana space both as investors and advocates.
09/05/2016
US fund houses snap up Brexit bargains
Rush to buy UK stocks as price of sterling dropped against dollar
09/05/2016
ICE Benchmark Administration Launches Crowdsourcing Facility for ISDA SIMM
The new facility will help market participants meet new margin BCBS-IOSCO rules for non-cleared derivatives.
09/02/2016
CIBC Asset Management Announces New Portfolio Sub-advisor
This addition is expected to benefit our clients and strengthen our investment offering.
09/02/2016
Janus Capital to Offer Janus SG Global Quality Income ETF
Fund Will Focus on Companies with Attractive and Sustainable Dividends to Capitalize on Desire for Quality Income