02/28/2025
Fidelity and Regions Bank Score Big Among Financial Services, While Online Investment Industry Stumbles, ACSI Data Show
Online investment, the only one to falter, suffers a 3% decline to a last-place score of 77.
Alternative Investments
02/28/2025
Certain BlackRock Funds Announce Final Results of Tender Offers
The final results of the Tender Offers are provided in the table below.
02/28/2025
Neuberger Berman Achieves Significant Asset Based Milestone With Over $1.6 Billion Fundraise for Specialty Finance Fund III
The NB Specialty Finance team manages a high yield, short duration strategy within asset based finance.
02/28/2025
State Street Global Advisors Democratizes Access to Investment Grade Private Credit Markets with New ETF
Actively managed ETF offers unique investment grade private credit market exposure with transparency and daily liquidity
02/27/2025
CI Global Asset Management Launches CI Performance Series
Mr. Lewis noted that the CI GAM team’s expertise was evident at the 2024 LSEG Lipper Fund Awards
02/26/2025
Arete Wealth Management, LLC Named Sole Placement Agent for FCP Venture X's $75 Million Investment in Lambda
Arete congratulates Fincadia Capital Partners for its investment in Lambda and for providing this private equity investment opportunity to qualified investors
02/26/2025
Merchant and Venning Announce Strategic Partnership to Enhance Connectivity Between Tax Services and Wealth Management with A Look Towards AI
By leveraging this platform, CPAs can transition their practice to a fellow CPA to ensure the most optimal continuity of service with a seamless integration.
02/26/2025
State Street and SS&C Technologies Restructure International Financial Data Services (IFDS) Joint Venture in Luxembourg and Ireland
Transfer Agency Services Provided by IFDS in Ireland and Luxembourg to be Assumed by State Street and SS&C
02/24/2025
LPL Financial Launches Comprehensive Alternative Investment Platform
Bespoke solution offers a centralized hub to meet the evolving needs of investors
02/24/2025
Equitable Holdings Reinsures 75% of its Individual Life Block with RGA
Transaction will free over $2 billion of deployable capital
02/24/2025
NewEdge Investment Solutions Now Available on Envestnet, SMArtX Platforms
NewEdge Structured Note Strategies Among First Note SMAs on Envestnet & SMArtX
02/21/2025
Fiera Capital Announces $100 Million Seed Investment for OAKS EM Select Strategy to Drive Emerging Market Strategy Growth
Funding to drive investments into securities in Emerging Markets, including Saudi Arabia, Greece, Vietnam, Mexico, Indonesia, and the Philippines.
02/21/2025
Alera Group Accelerates Growth in Wealth Management and Retirement Plan Divisions
Leadership Drives Strategic Investments, Acquisitions and Partnerships
02/20/2025
Investors are bullish on global stocks, Bank of America survey says
Investors are also more optimistic about China’s economic growth.
02/20/2025
Vanguard’s VOO Dethrones SPY as the World’s Largest ETF
Its first-mover advantage helped it build a massive presence in terms of trading volume and liquidity.
02/19/2025
Scotia Global Asset Management announces February 2025 cash distributions for Scotia ETFs
Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated.
02/19/2025
Bridging market set to grow following wave of US and Middle Eastern investment
B&C reached out to bridging lenders experienced in working with HNWIs seeking ultra-prime London property for their input.
02/18/2025
Preqin introduces Allocator Hub to support private market investments
The Allocator Hub provides tools for asset allocation, manager selection, due diligence, and portfolio management.
02/14/2025
Nuveen reportedly mulling stake sale in $78bn private-capital unit
This unit, which includes Churchill Asset Management and Arcmont Asset Management, manages $78bn.
02/14/2025
KKR Raises Over $850 Million for Opportunistic Real Estate Credit Strategy
ROX II is KKR’s flagship private fund investing across the full breadth of KKR Real Estate Credit’s opportunistic capabilities.