06/06/2025
The Multi-Factor AMC’s strategy objective is to capture multi-day and short-term market trends, using quantitative analytics to make data-driven investment decisions using advanced statistical models.
06/06/2025
The client faced the task of entering the Florida sub-market with a transformational development project while establishing a new back-office team skilled in fund, property and development accounting operations.
06/05/2025
Schwab recently launched an alternative investment offering for retail investors—but the company set a high bar to participate.
06/05/2025
Triple Threat from US “Revenge Tax”, Risk of Further Dollar Selling
06/05/2025
Unlike many of its competitors, &Partners is employee- and advisor-owned with a very broadly distributed equity base.
06/04/2025
He only became co-chief investment officer of Millennium in 2023 when a previous incumbent - Bobby Jain - left to found his own hedge fund.
06/04/2025
The acquisition, whose financial terms were not shared, adds $281m in assets to Merit’s portfolio.
06/04/2025
The acquisition, whose financial terms were not shared, adds $281m in assets to Merit’s portfolio.
06/03/2025
In recent months, BlackRock for the first time began rolling out model portfolios to retail wealth clients in the US that include private equity and credit funds.
05/30/2025
Investors pulled a net $5.46 billion worth of capital from U.S. equity funds during the week, adding to the previous week's $11.02 billion net sales, data from LSEG Lipper showed.
05/30/2025
It is confirmation that one of the most trusted assumptions in modern portfolio theory is losing its grip.
05/29/2025
Addressing these gaps requires you to evaluate your current advisory practice.
05/29/2025
Results show that while more employees are participating in their workplace retirement plans, they are also responding to economic uncertainty
05/29/2025
“The economic backdrop in North America continues to be challenged by the uncertain environment,” said chief executive Darryl White on an earnings call.
05/28/2025
The sale received interest from more than 80 potential bidders.
05/28/2025
Most banks are frustrated with slow value realization from AI and GenAI.
05/23/2025
Summit Financial takes minority stakes in Montgomery, Ala.-based Parsons Broach Financial Services and Edina, Minn.-based Grandview Square Financial.
05/23/2025
With a value of over $2 trillion, Amazon is one of the world's most valuable companies and has long featured on Ackman's list of most admired businesses.
05/22/2025
Julian Biggins, Joint CEO of MA Financial, said: “IP Generation has an impressive track-record in securing assets, raising capital and delivering strong returns to its investors.
05/21/2025
Steward Partner’s latest acquisition expands its presence in the Southeast and prompted it to add Fidelity as a custodian at the request of the father-and-son leadership team at Moore’s Wealth.