06/07/2023
Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners
"Mercer Advisors is an exceptional company serving a large and loyal clientele,"
Alternative Investments
06/06/2023
Consolidation Strikes 401(k) Market Again as Franklin Templeton buys Putnam Investments
What the deal means for advisors and the DC industry.
06/05/2023
Creative Planning Snaps up Minnesota RIA With $2.5 Billion AUM
As part of the deal announced on Monday, Bergan is rebranding as Creative Planning for Business.
06/02/2023
Don’t write off hedge fund ‘sharks and ChatGPT busters’
The rising demand for active management — combined with more short-selling opportunities — is fuelling talk of a long/short equity comeback
06/02/2023
Asset manager consolidation wave continues as two deals announced in 24 hours
There seems to be no end in sight for the asset management M&A surge as Lansdowne Partners takes over Crux AM, while Franklin Templeton is set to acquire Putnam Investments.
06/01/2023
Winged Keel Group Expands into Denver with Acquisition of The Madison Group
The new Winged Keel Denver office will be comprised of an 8-person team of client relationship managers
05/31/2023
Fortis Private Bank Selects Q2 PrecisionLender to Modernize its Approach to Client Relationship Pricing
Q2’s premier relationship pricing and profitability solution will help Fortis’ front-line teams structure, price and negotiate profitable deals while strengthening relationships
05/31/2023
Fixed income shines as equities lose their luster
Franklin Templeton's Brendan Circle discusses his pivot to fixed income as higher rates signal the return to long-term historical trends
05/31/2023
Do Clients Really Want Personalized Portfolios?
Clients rarely have well-defined ideas about what they want their portfolios to look like.
05/31/2023
Gold prices slide as dollar rises on Fed rate hike expectations
Traders consider impact of US debt deal and outcome of next Fed meeting on gold prices
05/30/2023
Connection Capital grows its management team
As Connection Capital’s new chief investment officer, Mowlem will be in charge of establishing and managing the company’s direct investment, co-investment, and alternative funds product lines.
05/30/2023
HNWIs Show a Preference for Direct Investment in Real Estate
With the sector facing headwinds, HNWI enthusiasm for commercial real estate has dampened and what type of investments they prefer has shifted, according to WMRE exclusive research.
05/29/2023
SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index
SS&C GlobeOp Hedge Fund Performance Index: April performance 0.32% Capital Movement Index: May net flows advance 0.16%
05/26/2023
The WealthStack Podcast: The Future of Investing with John O’Connell of The Oasis Group
The Oasis Group founder and CEO details how the metaverse is changing the investment landscape and why advisors need to stay on top of AI trends.
05/25/2023
US family offices look to alternative asset classes
Around a third of respondents (32%) said that they were seeing increased exposure to alternative asset classes in the Americas, which chimes with the first-hand experience of Ocorian’s Cayman team.
05/24/2023
Core Asset Wealth Management Launches Specialized Private Equity Team
This strategic move aims to capitalize on the region's abundant mineral resources and emerging market potential.
05/23/2023
Broadridge Consolidates Retirement Solutions Offerings Under Unified Name: Broadridge Retirement and Workplace
The new naming combines Matrix Financial Solutions and Fi360 Solutions under a single name
05/23/2023
CI Global Asset Management Simplifies Investing with New Suite of Asset Allocation ETFs
The CI Asset Allocation ETFs generally invest in a blend of passive equity and fixed-income ETFs from CI GAM and external ETF providers, resulting in portfolios that are well diversified across geographic regions, asset classes and industry sectors.
05/23/2023
The Mather Group Acquires Cincinnati Firm, Clear Perspectives Financial Planning
TMG has been recognized by a variety of business and financial publications for its growth and standing in the industry.
05/23/2023
Acquisition of the remaining 49% stake in Payme
Following the acquisition of the minority share of Payme, TBC PLC has become the 100% shareholder of Payme.