03/11/2024
Modern Wealth Adds $1.2B Retirement Plan Advisory
The retirement head from acquisition Beltz Ianni & Associates notes a desire to grow the firm with Modern Wealth’s additional capabilities.
Alternative Investments
03/08/2024
Vinci Partners and Compass Announce Business Combination
Compass has developed a leading and differentiated platform in LatAm
03/08/2024
MoneyLion posts strong Q4 results
The work we did in 2023 positions us to lean into growth while remaining disciplined and focused on profitability.
03/08/2024
Demand for Increased Personalization Could Come from Younger 401(k) Participants
Recordkeepers can distinguish themselves from their peers by offering solutions that integrate personalization within their target-date fund offerings
03/08/2024
New York workers’ return to office ignites deal hopes in battered real estate market
"In New York, you have financial services firms who are growing rapidly, you don't have any new building,"
03/08/2024
New York workers’ return to office ignites deal hopes in battered real estate market
"In New York, you have financial services firms who are growing rapidly, you don't have any new building,"
03/06/2024
In Private Investment, Diverse Fund Management Teams Have Opened Doors
But a vital and often-overlooked dimension of diversification is the people driving portfolio decision making.
03/05/2024
Hawksford Completes Paradigm Governance Partners Acquisition
Hawksford announced that it had entered an agreement to acquire Paradigm in November 2023
03/05/2024
Hiscox Re & ILS sees record profit of $221.4m in 2023, CoR drops to 69.8%
The pipeline of further opportunities remains strong.
03/04/2024
Weiss Asset Management is Unrelated to Weiss Multi-Strategy Advisers LLC
Such closing will have no effect on WAM, which will continue seeking to provide value to its investors.
03/01/2024
State Street Announces $100 Million Program for Minority Depository Institutions and Community Development Financial Institutions
Both MDIs and CDFIs support low-to-moderate income communities through lending, affordable housing and workforce development.
03/01/2024
Robertson Stephens Hits $5 billion AUM, Deepens Presence in the Northeast
The firm welcomes wealth managers, William Thrush and Meghan Rump, in new CT office, 5th office in the Northeast
02/27/2024
Can smaller trusts survive without consolidation?
The trust sector has seen increased M&A in recent times, while investors have highlighted concerns over illiquid, sub-scale funds
02/27/2024
Capchase and BBVA Spark form partnership
This process speeds up decision-making and ensures that financing aligns effectively with the needs of companies.
02/26/2024
Can smaller trusts survive without consolidation?
The trust sector has seen increased M&A in recent times, while investors have highlighted concerns over illiquid, sub-scale fund
02/22/2024
Divcon Controls Announces Investment from Goldman Sachs Alternatives
The integration of system controls and building automation systems also optimizes the energy used to cool data center facilities by increasing equipment efficiency.
02/22/2024
Lester Asset Management Announces the Launch of Canada's First Biodiversity Fund
The environment is an area we have a deep understanding of having made strong returns for our clients for over 15 years
02/22/2024
Return On Life Wealth Partners Is Named A Forbes Best-In-State Wealth Management Team
For 30 years, the Return on Life Wealth Partners team has focused on providing each client with the benefit of their diverse perspectives and experience
02/22/2024
CI Global Asset Management Expands Alternative Funds Lineup with Launch of CI Auspice Alternative Diversified Corporate Class
Fund aims to deliver crisis alpha, inflation protection
02/22/2024
Evertas Named 2023 Bloccelerate Portfolio MVP
Evertas insures seven of the world’s top-ten Bitcoin mining operations and many top custodians of crypto assets globally