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Alternative Investments

12/22/2023

NormanMax gets green light for parametric Lloyd’s syndicate

Apollo provides Lloyd’s managing agency services to businesses that share its values of innovation and collaboration; and forms long term partnerships to deliver successful businesses at Lloyd’s.

12/22/2023

Zero-day options just a factor in US stock volatility

Analysts cited a mix of factors such as low year-end volumes and one-sided investor positioning

12/20/2023

WisdomTree Announces Launch of WisdomTree Bianco Total Return Fund (WTBN)

The Bianco Research Fixed Income Total Return Index employs a multi-step rules-based process that strives to outperform a market-cap

12/20/2023

Expensify Adds Budgeting to Help Companies Prepare for 2024

It also notifies both individuals and their admins how much of their budget remains throughout a given period

12/19/2023

The TRADE predictions series 2024: Foreign exchange, the regulatory impact

Participants across Liontrust Asset Management, BidFX, OSTTRA, and Integral explore the not so silent elephant in the room, T+1 settlement and its impact on foreign exchange, and more.

12/19/2023

CI Financial Corp. Announces Preliminary Results of Substantial Issuer Bid

The number of Shares properly tendered and not properly withdrawn

12/19/2023

Risk Strategies Acquires Robert Alan Agency

New York-based firm adds to expertise in personal and commercial lines

12/19/2023

Hedge Fund Titan Boaz Weinstein Gears Up For a $240B Crusade

“We’re pushing back against grotesque behavior from some in the asset-management industry,” Boaz Weinstein says.

12/19/2023

Insurance considerations for cross-border clients

Advisor, specialist in cross-border issues, outlines why insurance needs to be considered in any cross-border plans

12/16/2023

Captive fined by Washington Insurance Commissioner

The fine was just one of a number of fines issued by Kreidler totalling $305,694 against insurance companies and insurance producers who violated state insurance laws and regulations.

12/15/2023

Integrated Partners reports milestone year, with $3B in assets added in 2023

The firm also launched an insurance division and made its first acquisition.

12/15/2023

Tennessee captives director hails milestone year for formations

Working alongside the Department is the Tennessee Captive Insurance Association

12/14/2023

Real Estate Powerhouses Katie Van Brunt and Steven Marvin Join Nest Seekers International’s Office of Global Wealth

Nest Seekers offers the perfect harmony with my love for real estate and my flair for interior design.

12/14/2023

Two Firms Managing $600MM Leave Triad for Arkadios

They oversee over $325 million in client assets.

12/13/2023

Churchill Asset Management Named A Best Place to Work in Money Management for the Third Consecutive Year by Pensions & Investments

Churchill employee responses highlighted the firm’s highly inclusive culture, learning and development programs, empowering management team and volunteer opportunities, among other strengths.

12/13/2023

The first banks announce their bonuses this week

Spending on bonuses across the bank was up nearly 10% in Q4, and 7% for the full year.

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

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.

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