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Alternative Investments

10/16/2023

“Now Is the Time to Start to Look for Assets” Say Co-Founders of a New Real Estate Investment Platform

Recently launched Alpaca Real Estate plans to take advantage of the dislocation in capital markets to invest in sectors with strong operating fundamentals and drive alpha through “innovative operating platforms.”

10/16/2023

Satovsky Asset Management Increases Stake in Tesla

Other hedge funds and institutional investors have also made changes to their positions in Tesla.

10/13/2023

T+1 settlements: a new era for U.S. securities transactions

The shift to T+1 settlement represents a watershed moment for the securities industry.

10/13/2023

GDS Wealth Management Expands Investment Portfolio with Purchase of Vanguard Short-Term Corporate Bond ETF

This purchase indicates a notable addition to GDS Wealth Management’s investment portfolio and represents approximately 4.0% of their overall holdings.

10/13/2023

Managing currency risk for cross-border clients

Advisor breaks down how he ensures stability in portfolios against a changing CAD

10/13/2023

Wall St climbs after big banks post strong earnings

Asset manager BlackRock dipped 1.5% after posting a sharp drop in third-quarter net inflows.

10/12/2023

Encouraging more Hispanic advisors: Insights from a $1B firm founder

What can the investment and wealth management industry do to boost diversity?

10/12/2023

Asset managers boost ETF assets via active fund launches, conversions

The moves demonstrate the eagerness with which asset management firms that are relatively new entrants are embracing ETFs, which are cheaper and more liquid for investors than traditional mutual funds.

10/12/2023

Goldman Sachs to take Q3 earnings hit on GreenSky sale

The deal, set to close in the first quarter of 2024, includes the GreenSky technology platform and associated loan assets.

10/11/2023

The hard times of hedge fund analysts who were on $350k

As some hedge funds flounder, insiders say it's the hedge fund analysts who are suffering.

10/09/2023

Wells Fargo & Company to Release Quarterly Earnings Results

Investors who wish to listen to the conference call can do so by accessing the provided link.

10/09/2023

Hedge fund titan Bill Ackman criticises US foreign policy amid Russai-Ukraine conflict

Renowned CEO Bill Ackman delivers a sobering critique of US foreign policy, citing a history of unfulfilled commitments in the face of global crises.

10/09/2023

Hedge Fund Investor Bill Ackman Just Loaded Up on This Top Artificial Intelligence (AI) Stock

As it turns out, Silicon Valley investors are not the only ones looking to capitalize on the rising popularity of artificial intelligence (AI).

10/06/2023

Why DEI efforts fail: The importance of proper diagnosis and robust follow up

Despite this, progress appears slow.

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

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

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