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Alternative Investments

09/14/2023

Global Payments Revenue Pool to Reach $2.2 Trillion by 2027, with Growth Likely to Slow

New Report from BCG Says Companies Across the Payments Industry Are Facing a Host of Disruptions that Require Decisive Action to Avoid Falling Behind

09/14/2023

CFA Institute Launches New Private Markets and Alternative Investments Certificate

The Certificate is a five-course, self-paced online program with a foundational curriculum that is enhanced with additional practitioner insights and perspectives.

09/13/2023

Canadian asset manager announces international expansion

The growing wealth in other regions creates new opportunity to boost reach

09/12/2023

Societe Generale and Brookfield partner to launch a EUR 10 billion private debt fund

The seed fund will focus on two strategies

09/12/2023

Cetera to Aquire Avantax in $1.2 Billion Cash Deal

Cetera will use the acquisition to expand its wealth management offerings

09/12/2023

Stephanie Braming Named a P&I Influential Woman in Institutional Investing

The list, which is part of P&I’s Influential Women in Institutional Investing program, honors and celebrates women across the industry who have an outsize impact and are driving positive change.

09/12/2023

Michael Durbin wastes no time building $1.2-billion bridge back to Fidelity from Cetera by taking private IBD to get past Pershing exclusivity and expand 'addressable market'

Cetera currently lists its AUM at just $121 billion.

09/11/2023

First Trust Capital Management L.P. Acquires Position in Focus Financial Partners Inc.

This acquisition represented 0.36% ownership of Focus Financial Partners as of their most recent SEC filing.

09/11/2023

How life insurance gives incorporated clients a tax-efficient edge

Advisor walks through benefits, caveats of whole life insurance as a planning tool in corporations

09/08/2023

Prudential Financial, Inc. and Warburg Pincus announce launch of Prismic Life Re

$10 billion initial reinsurance transaction and $1 billion equity capital investment establishes new reinsurance platform positioned for scale and long-term growth on behalf of customers

09/08/2023

Goldman’s OCIO Scores a Massive Pension Mandate — And Another Liftout

BAE Systems’ $28.8 billion was the largest ever OCIO mandate in the U.K. Goldman Sachs is getting its investment team, too.

09/08/2023

ETF inflows were $137B in Q2, but what’s next for the industry?

Vanguard says investors are returning to risk assets.

09/08/2023

LPL welcomes $205M team to its employee advisor channel

A new firm is born in Houston with Linsco by LPL Financial.

09/07/2023

Apex Group expands US presence with Denver office

Apex Group currently has multiple client service delivery teams located in Denver, with plans to double headcount through the creation of new job opportunities in the coming year.

09/07/2023

BBVA reaches $45 million investment in climate change fund Lowercarbon

For BBVA, sustainability is a business opportunity.

09/07/2023

Madison International Realty Closes $1.7B Fund

The vehicle is investing in a wide variety of assets in the U.S. and abroad.

09/07/2023

Team with $145M practice switches to Cetera Advisor Networks

North Carolina advisor team was previously affiliated with Securities America.

09/06/2023

McGriff acquires captive broker ARR

The acquisition also broadens McGriff’s operations in the Midwest, representing the business’ first move into Wisconsin.

09/05/2023

AIG secures adverse development cover for Validus sale

The adverse development cover is expected to become effective at the time of closing of AIG’s sale of Validus Re to RenaissanceRe.

09/05/2023

HGK Asset Management announces corporate name change to Hudson Edge Investment Partners

No changes to firm leadership or ownership

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