09/14/2016
U.S. bank overseer plans report on marketplace lending this fall
U.S. Comptroller to complete a framework to regulate marketplace lending
Alternative Investments
09/14/2016
Merrill Lynch Broker Team With $550 Million in Assets Resigns
Ex-Merrill adviser team launches international-focused boutique
09/14/2016
TA Associates takes Goldman Sachs Asset Management Aus arm
The Company has more than A$8 billion in assets under management.
09/14/2016
Investment-starved Argentina asks CEOs to take another look
The next step should be the regulatory and institutional framework.
09/14/2016
Witherspoon uses Hydra marketplace for FitzRandolph Futures Fund
FitzRandolph Futures Fund is a multi-manager futures fund which launched in June with a USD50 million seed investment from a family office
09/13/2016
Morgan Stanley Brokers, with $2.2 Billion in Assets, Depart
Departure is latest example of finance veterans leaving traditional brokers for independent investment-advisory firms
09/13/2016
Self-Storage REIT Extra Space Announces CEO Change; Kirk and Margolis to Speak at BAML Conference
Kirk will continue to serve on the Extra Space board of directors.
09/13/2016
Four reasons to be wary of Emerging Markets, despite the 2016 rebound
But market expectations are now pointing to a probability of a further US rate rise before year end.
09/13/2016
China and World Bank form firm to fund Africa projects
The joint investment firm intends to adopt a multilateral strategy for infrastructure finance like the Asian Infrastructure Investment Bank and the New Development Bank also known as the BRICS Bank which have nearly 60 nations as shareholders.
09/13/2016
Fidelity’s Workplace Retirement Business Adds $65 Billion in New DC Assets in the First Half of 2016
This high level of demand is in response to employees asking for more financial wellness solutions.
09/13/2016
BNY Mellon's Pershing Adds Mesirow Financial to its Retirement Plan Network to Expand Fiduciary Offerings
New offering will provide broker-dealers and advisors with better oversight of client retirement portfolios and enhance their fiduciary controls and processes
09/12/2016
Sprott Asset Management LP Announces Proposed Mergers and Related Investment Strategy Change, Name Changes and Sub-Advisor Change
Sprott Asset Management LP manages assets primarily for institutions, endowments and high net worth individuals and is the investment manager of the Sprott Mutual Funds.
09/12/2016
China, Housing Leave Aussie Banks Losing Out to Canada
Yields on Aussie banks’ dollar debt higher than for Canadians
09/12/2016
Perry’s assets plunge 60% to US$4b as wagers backfire
The fund declined 2.6 percent in the first seven months of this year after losing 12.6 percent in 2015.
09/12/2016
Vanguard flexes its low-cost muscles in Europe
The asset manager continues to steal business from its continental rivals
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.