06/09/2025
HUB International Strengthens Wealth Management Services With Acquisition Of Veripax Wealth Management, In California
They specialize in risk-focused wealth management, retirement income planning and strategic financial planning.
Alternative Investments
06/06/2025
3iQ and Criptonite AM launch data-driven digital asset strategy on SIX
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
New York real estate investment manager requires consolidated Yardi reporting for new mega development in Florida
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
Why Charles Schwab Is Taking a Slow-Go Approach to Alternative Investments
Schwab recently launched an alternative investment offering for retail investors—but the company set a high bar to participate.
06/05/2025
Proposed USA Tax on International Money Transfers Sparks Global Concern
Triple Threat from US “Revenge Tax”, Risk of Further Dollar Selling
06/05/2025
AndPartners Tops $25B in Client Assets to Start 2025: An ambitious start for a new wealth management firm aimed at changing the industry for the better
Unlike many of its competitors, &Partners is employee- and advisor-owned with a very broadly distributed equity base.
06/04/2025
Goldman Sachs insiders say Justin Gmelich is causing them concern at Millennium
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
Merit expands into Utah with acquisition of RCM Investments
The acquisition, whose financial terms were not shared, adds $281m in assets to Merit’s portfolio.
06/04/2025
Merit expands into Utah with acquisition of RCM Investments
The acquisition, whose financial terms were not shared, adds $281m in assets to Merit’s portfolio.
06/03/2025
BlackRock Plans Private Markets Expansion to Court Europe’s Rich
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
US equity funds see weekly redemptions on trade tensions
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
US regime shift leaves bonds with a licence to thrill
It is confirmation that one of the most trusted assumptions in modern portfolio theory is losing its grip.
05/29/2025
3 Components Of Holistic Wealth Management That Can Make Or Break Your Legacy
Addressing these gaps requires you to evaluate your current advisory practice.
05/29/2025
Professional Guidance, Planning and Income Solutions Most-Wanted Retirement Benefits Amid Volatility: Morgan Stanley Retirement Study
Results show that while more employees are participating in their workplace retirement plans, they are also responding to economic uncertainty
05/29/2025
BMO Financial Group reports Q2 profit of $1.96B as revenue also rises
“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
NYC Pensions Sell $5B in Private Equity Secondaries to Blackstone
The sale received interest from more than 80 potential bidders.
05/28/2025
Global Banks Need Bold Transformation to Unlock Growth in a Fast-Shifting Landscape
Most banks are frustrated with slow value realization from AI and GenAI.
05/23/2025
Summit Adds Partner Firms From Raymond James, Northwestern Mutual
Summit Financial takes minority stakes in Montgomery, Ala.-based Parsons Broach Financial Services and Edina, Minn.-based Grandview Square Financial.
05/23/2025
Ackman's hedge fund Pershing Square bets on Amazon, exits Canadian Pacific
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
Acquisition of specialist real estate investment manager IP Generation
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.