09/28/2022
EP Wealth Advisors® Acquires Minot Wealth Management
Acquisition establishes EP’s presence on the East Coast, marks a significant milestone in the firm’s national expansion
Alternative Investments
09/28/2022
Advisor360°’s Newest Platform Upgrades Make the Financial Planning Process Easier
Enhancements to Goals, Proposals, Model Management & Rebalancing, Dependent Workflows, and Documents Help Advisors Keep Financial Plans on Track
09/27/2022
As Alternatives Reach Portfolio Limits for Institutional Investors and the Ultra- Wealthy, Blackstone Courts the Barely Rich
But first, it must schmooze skeptical financial advisers.
09/27/2022
HarbourVest Partners Closes Fund XII, at Over $3.0 Billion
Led by Ryan Gunther and Amanda Outerbridge, Managing Directors, HarbourVest Partners is an independent, global private markets firm with 40 years of experience and more than $100 billion of assets under management as of June 30, 2022
09/27/2022
Lincoln Financial Group and Modern Life partner to accelerate digital transformation in life insurance
Partnership leverages Lincoln’s leadership in product and distribution with Modern Life’s technology and digital brokerage expertise
09/23/2022
IQ-EQ partners with Allvue Systems to enhance private debt offering
Through this partnership, announced by Allvue yesterday, Allvue’s clients will have the option to leverage IQ-EQ’s back office servicing and capital markets advisory offering.
09/22/2022
Boutique makes Ucits debut with North American mid-cap fund
Canadian asset management firm Turtle Creek will make its mid-cap strategy available to European investors.
09/22/2022
GFG Securities acts as M&A Exclusive Investment Banking Advisor for the Sale of the Dreams Villamagna Nuevo Vallarta Hotel
GFG Securities acted as exclusive strategic and lead M&A financial advisor to the seller.
09/21/2022
Kovitz Named to Barron's Top 100 RIA Firms List for 2022
Chicago-based Investment Advisory and Wealth Management firm earns esteemed national recognition
09/20/2022
IQ-EQ wins Best Advisory Firm for Regulation and Compliance in the HFM US Services Awards 2022
The strength of our global value proposition, depth of expertise and breadth of services make us a leading provider of regulatory and compliance support, especially in the fast-growing U.S. market.
09/20/2022
Jersey Continues to Grow and Diversify Proposition for US Asset Management Market
Jersey’s success in growing US business flows and our strategy to diversify our proposition for the US asset management market will be highlighted at a roadshow in the country next month.
09/20/2022
Blackstone and Bourne Leisure agree sale of Butlin’s
Warner is the only UK hotel chain to cater exclusively for adults, offering short breaks with great food and drink, spas and live music.
09/20/2022
KKR Invests in Hero Future Energies in $450 Million Transaction
Through its range of solutions, HFE will also look to support companies in their efforts to decarbonize and transition towards sustainable energy sources to achieve their net zero emission goals.
09/19/2022
Institutional investors may overlook ONEOK, Inc.'s recent US$1.0b market cap drop as long-term gains remain positive
We can see that ONEOK does have institutional investors; and they hold a good portion of the company's stock.
09/19/2022
Baring passes on $6 billion in deals amid bet on valuation fall
“There’s no shortage of investment opportunities, the issue is really about finding the right price level that we’re comfortable with,” Chief Executive Officer Jean Eric Salata, who oversees $22 billion of client assets, said in an
09/19/2022
UBS Group AG Shares Sold by Neuberger Berman Group LLC
Advisors Asset Management Inc. now owns 64,079 shares of the bank’s stock worth $1,252,000 after acquiring an additional 9,663 shares in the last quarter.
09/14/2022
CI Global Asset Management launches CI Alternative Multi-Strategy Fund
New fund uses alternative strategies to modernize the balanced fund
09/13/2022
Proficio Capital Partners Announces Expansion into South Florida
Proficio Capital Partners' new South Florida office headed up by Richard Blond, who will be joining Proficio as Managing Partner and will add another veteran presence to the investment committee.
09/09/2022
Apex Group expands North America presence with Prometa acquisition
In addition to the acquisition of Prometa, Apex Group will continue to target organic growth in Canada, expecting to employ 200 people by the end of 2022.
09/09/2022
GMO Launches Nebo, an Innovative Asset Management Platform for RIAs
Nebo (for Needs-Based Optimization) bridges the gap between financial planning and asset management, helping advisors ensure clients have the financial resources they need to achieve their goals.