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.
05/21/2025
The South Watch partners, Paul Timmins, Kirby Richards and David Loescher, will continue to lead the business ensuring continuity of the day-to-day delivery of services for its clients.
05/20/2025
The deal, finalized Sunday (May 18), creates the largest credit card issuer in terms of loan volume in the U.S.
05/20/2025
DST offering was designed with investors’ wealth preservation and estate planning needs in mind
05/20/2025
This strategic expansion reflects Roofstock’s commitment to delivering a unified platform of proprietary data and institutional-grade tools for real estate investors of all sizes to research, acquire, manage, and optimize rental properties—whe
05/15/2025
Announcement follows SSGA’s investment in smallcase
05/15/2025
It's not clear why Dangoor deserted his career as a senior portfolio manager at SPX.
05/15/2025
The CI Distribution Reinvestment Plan (DRIP) will automatically reinvest cash distributions into the CI ETF making the distribution.
05/14/2025
The ex-dividend date for all ETFs is May 26, 2025.
05/14/2025
Investment Will Support Leading Provider of Electric Utility Maintenance and Construction Services in its Mission to Address Growing US Power Demand and Needed Grid Improvements
05/14/2025
The British Virgin Island fund targets institutional and qualified investors with minimum subscriptions starting at $100,000 for investments on Avalanche, BNB Chain, and Solana, and $1,000,000 on Ethereum.
05/13/2025
As part of the sale, 20 Citi employees are set to join New York-based iCapital, which has some 1,800 employees.
05/13/2025
Munich Re held an earnings call with analysts during which the upcoming mid-year renewals were discussed by the company’s CFO.
05/13/2025
LPL agreed to dismiss a lawsuit alleging that Ameriprise had sent misleading information to customers about a potential data breach.
05/13/2025
In the U.S., wildfires will likely be factored into the equation
05/12/2025
The study is part of State Street Global Advisors ETF Impact series, which was created to explore the evolving role of ETFs in portfolio construction, risk perceptions, and investor behavior.
05/12/2025
Prior to founding Castlefield, Mr. Schindler spent 18 years at the Ontario Teachers’ Pension Plan
05/09/2025
Founder and President Rita Robbins says disruption and the desire for personalized support have helped attract advisor teams with about $1.5 billion in client assets.
05/09/2025
The companies have laid out plans for an interval fund, which will be managed Wellington and draw its investments from all three firms.