12/13/2023
How focus on underserved Canadians has fueled Edward Jones' growth
President David Gunn unpacks the firm’s strategic investments, appeal to advisors, and holistic wealth approach
Alternative Investments
12/13/2023
Financial Harvest Wealth Advisors Honors Grace Medical Home
Dr. Hardy earned his medical degree from Emory University
12/13/2023
RBC Global Asset Management (U.S.) Named One of Pensions & Investments' Best Places to Work in Money Management
The second part was an employee survey submitted to all of RBC Global Asset Management's U.S. employees to measure the employee experience and this part was worth approximately 75% of the total evaluation.
12/12/2023
tru Independence Opens East Coast Headquarters
The Portland-based firm sets up shop in Philadelphia to expand support services following a year of record growth along the East Coast.
12/09/2023
CAPTRUST expands presence in Pacific Northwest with Trutina financial
Trutina translates to balance in Latin, and the firm works to provide balance to clients with its holistic service model—from investment strategy to financial planning, plus giving back to the local community.
12/07/2023
Sagard acquires a strategic stake in Performance Equity Management
The transaction is expected to close during the first quarter of 2024
12/06/2023
Manulife Investment Management Announces $1.2 Billion Industrial Recapitalization with Scannell Properties and StepStone Real Estate
Manulife Investment Management's real estate platform provides investment solutions globally as part of its comprehensive private markets' capabilities.
12/05/2023
Hub International strengthens Wealth Management and Retirement consulting services with AFS 401(K) Retirement Services LLC and AFS Financial Group LLC in Maryland
AFS 401(k) supports mid- and large-sized organizations in managing employer-sponsored retirement plans and financial wellness programs, including complex fiduciary oversight, plan design, and employee advice coaching services.
12/05/2023
Warburg Pincus Expands Footprint in Asia - Names Next Generation of Leaders for the Region
As one of the earliest investors, with nearly 30 years of investing experience in Asia, Warburg Pincus has committed more than $30 billion in China, India, and more recently in Southeast Asia.
12/04/2023
Aspen likely to list in New York
Greater liquidity in the United States was also an important factor, it added.
12/04/2023
Amundi CIO warns market is unprepared for further inflation
Amundi’s chief investment officer Vincent Mortier said markets are overlooking any bad surprises on inflation data.
12/04/2023
BancTrust & Co. Investment Bank and ITMO Ltd Announce a Joint Distribution and Settlement Partnership
This collaboration marks a significant step forward in facilitating the development of a robust and transparent carbon credit trading market.
12/02/2023
DWS Announces iCapital Partnership to Deliver Global Alternative Asset Strategies to the US Private Wealth Sector
The partnership will enable US-based wealth managers and high-net-worth investors to access the return and diversification opportunities offered by DWS’s Alternative solutions.
12/02/2023
Gateway Bank, F.S.B. Completes $15.0 Million Private Placement
The Bank plans to use the additional capital to bolster regulatory capital ratios and support organic growth and further expansion into new markets in the Bay Area, as well as for general corporate purposes.
11/30/2023
Sun Life Global Investments' Oricia Smith named one of Wealth Professional's Top 50 Leading Women in Wealth
Recognized as a leader reducing the gender gap across the financial industry to meet Canadians' diverse needs
11/29/2023
State Street Global Advisors to Launch New Company Board-Aligned Voting Policy
Similar to separately-managed accounts, shareholders of all our funds that are eligible for the program can continue to delegate their votes to the State Street Global Advisors Asset Stewardship team
11/29/2023
Alternative Allocations: Alternatives by Franklin Templeton—access granted
Franklin Templeton recently hosted approximately 200 advisors in Nashville, TN, for due diligence meetings, which focused on providing insights about allocating to alternative investments.
11/29/2023
Six One Commodities Successfully Expands and Renews Revolving Credit Facility
The Facility includes a $300 million accordion feature, bringing total capital available to $1 billion.
11/28/2023
Principal Asset Management℠ Real Estate Strategies Receive 4-Star Rating
This year’s ratings place all three Principal strategies in the top 40% of GRESB participants worldwide
11/28/2023
Women-owned and Operated Integrity Wealth Management Latest Firm to Choose Osaic
Former Ameriprise Team Joins Osaic Through Affiliated Advisors