07/12/2023
Captrust acquires $2.3 billion Southern Wealth Management for fifth deal this year
This marks the third Texas acquisition this year for Captrust, which now has 69 deals on the books.
Alternative Investments
07/12/2023
Abry Partners Takes Minority Stake in Prime Capital Investment Advisors
Executives say the funding will fuel the next stage of growth for PCIA, which has already expanded assets by some 700% since early 2018.
07/12/2023
Should higher buffer requirements bother Canadian bank investors?
Banking sector analyst says capital requirement is important to earnings – but it's not the only factor
07/12/2023
State Street to Provide Data-Driven Geopolitical Risk Insights to Clients
Collaboration with GeoQuant will add GeoQuant’s geopolitical risk indicators to State Street’s existing suite of high-frequency inflation, institutional flow, media sentiment and risk indicators
07/10/2023
State Street Enters Colombian Market to Support Continued Growth in Latin America
Andres Zambrano Burgl joins State Street to lead new Colombia office; Builds on the firm’s ongoing expansion in Latin America
07/10/2023
Bonds on the Brink Reward EM Investors With Double-Digit Returns
“The restructuring talks that we’re seeing in front of our eyes now are a bit more favorable than what the market had been pricing in.”
07/07/2023
Murfreesboro Wealth Management Team: Retirement Planning Services Updated
Lifelong income planning is an essential aspect of retirement planning.
07/07/2023
Apex Group supports launch of Argento Energy Fund
The Fund will benefit from access to Apex Group’s market leading technologies to enable robust, efficient and flexible accounting and fund reporting.
07/07/2023
US Hedge Fund Verition sets up office in DIFC
Firm said Dubai was appealing to global investment talent for reasons including lower taxes, friendly time zone and excellent infrastructure
07/07/2023
Abu Dhabi's ADQ acquires minority stake in Canadian investor
Bank of Montreal and Great-West Lifeco are also investors in Sagard
07/06/2023
TD Asset Management celebrates $10 billion AUM milestone in ETFs
With a robust solution set, TD ETFs are on a mission to innovate
07/06/2023
2-year Treasury yield hits 16-year high after ADP jobs data shatters expectations
The ADP data is considered more unreliable than other jobs data
07/06/2023
AIG and Stone Point close deal on high-net-worth specialist MGA
Firm expects to start operating in Q3 2023
07/05/2023
US life insurer accepts Brookfield Re buyout
Brookfield Re said it expects to maintain AEL’s headquarters in Des Moines, Iowa
07/05/2023
Schroders partners with SEG to launch long-biased long-short strategy
Founded in 1990, SEG manages over $40 billion in assets across long-only and long-short equity strategies that invest in high-quality companies across geographies and market capitalisations.
07/05/2023
Why Alternative Strategies Represent A New Frontier In Investing
These assets are generally less liquid and more complex than traditional investments, but they offer the potential for higher returns and diversification benefits.
07/05/2023
The Encompass Group Launches Executive Leadership Academy with Immersive Cohort Experience
E3 is designed to grow, develop and transform executives’ lives professionally and personally, focusing on leadership and followership abilities
07/03/2023
New Halo Investing CEO Outlines Goals
Matt Radgowski steps in to lead the eight-year old firm that specializes in offering access to protective investments including structured notes, market-linked CDs, buffered ETFs and annuities.
07/03/2023
CACEIS and Royal Bank of Canada complete acquisition of RBC Investor Services' operations in Europe and Malaysia
This transaction, which has received all required regulatory and antitrust approvals, combines two strong asset servicing operations in Europe.
07/03/2023
BlackRock fires opening salvo in US buffered ETF price war
Its launch of two iShares funds significantly undercuts rivals as flows remain buoyant despite calmer markets