10/04/2023
Edelman Financial Engines Acquires Align Wealth Management
Expands advisor network in the Oklahoma and Florida markets
Alternative Investments
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.
09/26/2023
Asset owners finding reasons to be bullish about hedge funds
Hedge fund performance is hardly a monolith.
09/26/2023
Hedge funds boost bearish bets on US equities amid market jitters
Among sectors, consumer discretionary, industrials and financials were the most net sold.
09/25/2023
‘Private equity is now king’ for the ultra-rich, says Tiger 21, an exclusive club of investors
But not everyone is convinced that the optimism is justified. Verdad Advisers’s Dan Rasmussen said the industry is facing a “perfect storm” in the wake of sharp rises in interest rates and falling valuations.
09/25/2023
How big employers Ally and Bank of America are managing return-to-office strategies
Since then, Ally has been challenged with creating a balance between what employees want and what’s best for the success of the company.
09/21/2023
Cathie Wood’s Ark Investment Management buys Rize ETF as it pushes into Europe
Wall Street investor partners with Martin Gilbert on developing new funds