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Alternative Investments

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.

02/14/2025

Two Schmidt Financial Management Advisors Named to Investment News' 2025 Top Advisor List

"Our understanding of the technology sector's unique challenges allows us to provide targeted solutions for executives managing equity-based compensation," said Evan Schmidt.

02/13/2025

J.P. Morgan Asset Management Launches JPMorgan Flexible Income ETF on NYSE

Fund Aims to Deliver Attractive Income and Capital Growth

02/13/2025

Tocqueville Asset Management Welcomes Poplar Forest Capital Team

This transaction underscores Tocqueville’s strategic growth plan

02/12/2025

Prime Capital expands in US with Sugarloaf Wealth

Sugarloaf gains access to Prime Capital's platform and expertise, to boost client experience and support personalised service.

02/12/2025

Goldman Sachs Declares Preferred Stock Dividends

The Goldman Sachs Group, Inc. has declared a dividend of $1,397.48 per share

02/12/2025

Goldman Sachs needs to pay as much as hedge funds, says CEO David Solomon

Solomon himself has received $65m from these funds in the past five years

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