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
Alternative Investments
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
06/28/2023
Bonds look better placed than stocks
An inversion is considered a popular early warning signal of recession.
06/28/2023
Pallas Capital lands five wealth planners on AdvisorHub Top 100 list
Greg's expertise is helping high net worth clients strategically preserve and grow their wealth for multiple generations.
06/27/2023
Top retirement advisers to get bigger – or die out
Firms most focused on services for participants are expected to prevail
06/27/2023
RBC Global Asset Management Inc. announces changes to certain RBC Funds and PH&N Funds
In addition, RBC GAM Inc. has identified certain RBC Funds that are currently ineligible to be held in registered plans.
06/27/2023
Canada Life completes wealth offering trifecta with Value Partners acquisition
Financial services giant furthers commitment to independent advisors with latest deal for Winnipeg-based investment firm
06/26/2023
PacWest sells $3.5 billion loan portfolio to asset management firm Ares
Through sale of such loans, some regional banks in the United States are trying to shore up capital and build investor confidence after a recent banking crisis.
06/22/2023
Starlight Capital and Stone Asset Management announce change of manager and trustee of the Stone Funds
Copies of the amendments to the declaration of trusts of the New Starlight Funds reflecting the announced changes have been filed
06/21/2023
Patti Brennan Ranks #18 in Barron’s Top 100 Women Advisors in the Nation
Brennan and her team also produce The Patti Brennan Show, a podcast dedicated to helping improve the listener's net worth.