10/06/2023
Allspring Global Investments launches custom SMA portal for advisers
Remi interface is a one-stop digital portal where advisors request customized SMA proposals for tax optimization and risk mitigation
Alternative Investments
10/05/2023
Poll finds more Americans seeking financial advice from banks
The survey also found that banking apps are becoming more popular, with six in 10 respondents saying the tips and tools in their digital banking app help them make financial progress.
10/04/2023
abrdn completes sale of $4bn US private equity and venture capital business to alternatives boutique
Sold to HighVista Strategies
10/04/2023
ZEDRA partners with Cascata Solutions to deliver Smart Waterfall Automation
Distribution waterfall is the single most important responsibility for a fund administrator as it is the alignment of the interests of investors with the general partner and, transparency of profits and performance incentives for a job well done.
10/04/2023
EQB Announces Agreement to Acquire Canadian Alternative Asset Manager ACM Advisors
EQB anticipates the acquisition will close before the end of 2023, subject to the receipt of regulatory approvals.
10/04/2023
Edelman Financial Engines Acquires Align Wealth Management
Expands advisor network in the Oklahoma and Florida markets
10/04/2023
PNC buys $16.6B portfolio from Signature
The capital commitments facilities include $9 billion in funded loans, used mostly to help private equity investors manage liquidity and bridge financing, the bank said.
10/04/2023
Waverly Advisors Acquires SoundPath Investment Advisors
Waverly expands its Southern footprint with the addition of its first Mississippi location.
10/04/2023
Coldstream Combines with Two Seattle Firms to Add In-House Services
Two affiliated wealth management firms are merging with Coldstream Wealth Management to expand its client services.
10/03/2023
CI Global Asset Management Now Offering First Home Savings Account
Tax-free registered investment account helps homebuyers save for a down payment
10/02/2023
SS&C Completes Acquisition of Iress' Managed Funds Administration Business
We look forward to working with the MFA team to enhance our services in Australia and deliver solutions to this growing market.
10/02/2023
State Street Recognised In Euromoney Magazine 2023 FX Awards
For over 44 years, the Euromoney Foreign Exchange Survey has traditionally stood as the most comprehensive representation of the wholesale FX market.
10/02/2023
Van Lanschot Kempen launches North American private equity fund
The Kempen North American Private Equity Fund is a closed-end investment fund with a ten-year term.
09/28/2023
Carson Group Adds $300M FAI Wealth Management
The strategic partnership further underscores Carson Group's commitment to growth and further strengthens its presence in the industry.
09/28/2023
Aaron Wealth Advisors Opens New Indiana Office — the Firm’s Third Location Since its 2018 Launch
Industry Veteran Matt McBroom Joins the Firm in Indiana as VP, Client Development Manager
09/28/2023
Mackenzie CIO of Equities on tech, volatility, fundamentals
Veteran of volatile periods shares her views on technology stocks, outlines Mackenzie's short-term tweaks, and explains why she believes equity fundamentals will prevail
09/27/2023
RBC Dominion Securities Closes the Market
RBC DS investment advisors participated in TMX Connects
09/27/2023
CI Financial Reports Total Assets of $431.9 Billion for August 2023
All financial amounts in Canadian dollars unless stated otherwise.
09/27/2023
TD Lab launches accessibility tool for public use at no cost to help drive inclusive online experiences
Piloted in early 2023 for TD colleagues, the TD Accessibility Adapter tool allows users to implement their online accessibility preferences.
09/26/2023
Sound View Wealth Advisors to open Bluffton office
The Bluffton office is set for a grand opening on Oct. 4, 2023.