04/18/2023
Buffett Shows Investors How to Broaden Their Horizons
High-quality companies can be found outside the US, and often at cheaper prices.
Alternative Investments
04/18/2023
Aristotle Completes Acquisition of Pacific Asset Management from Pacific Life
Rebrands acquired firm to Aristotle Pacific Capital, LLC
04/17/2023
World's Largest Asset Owner, Japan's Government Pension Investment Fund, Selects Morningstar Indexes & Equileap for Additional Gender Diversity Mandate
New Japan version of global gender diversity index builds on initial collaboration between Morningstar, GPIF and Equileap started in 2020.
04/13/2023
15 Northwestern Mutual Illinois-Based Financial Advisors Named on National Ranking of Top Wealth Advisors
Forbes Best-In-State Wealth Advisors are nominated by their firms and undergo a series of comprehensive interviews, questionnaires and vetting by SHOOK Research.
04/13/2023
Cognizant Named a Leader in Capital Markets Operations By Analyst Firm Everest Group
New Report Highlights Cognizant's Strengths in Automation, Analytics, and Consulting to Support Financial Services Clients
04/13/2023
Nasdaq Enhances Risk Platform to Help Banking and Broker-Dealer Community Manage Real-Time Risk
Number of customers using the Nasdaq Risk Platform increased by over 50% in the last 12 months, reflecting substantial increase in demand for real-time risk capability
04/12/2023
Transforming of investment management firms during challenging times
Successful transformations are accomplished through disciplined execution of strategy and skillfully sequenced tactics.
04/12/2023
Bank of America clients withdraw $2.3B from US securities
Amid concerns over commercial real estate, the bank recorded the biggest real estate outflows since mid-2021.
04/06/2023
Cash Is 'In Jeopardy': World's Largest Hedge Fund Founder Ray Dalio Says but Sees an Unexpected Solution
Between strong inflation and the massive debt burden, the founder of the world's largest hedge fund is sounding the alarm.
04/06/2023
KRF Capital structuring the alternative asset ecosystem for family offices and asset managers across the globe
KRF Capital is a private equity firm grounded in creating value & sustainability by working closely with management teams and founders across asset classes.
04/06/2023
Gen Z is blowing past other generations when it comes to 401(k)s and retirement savings
Gen Z is facing its fair share of financial issues, but it’s also putting past generations to shame when it comes to getting a jump on retirement savings.
04/05/2023
Virtual Externship Offers Pathways for the Next Generation of Financial Planners
Conceived as a response to pandemic shutdowns, the program solves for a much larger problem.
04/04/2023
US overtakes UK as most attractive market for UK retail investors
Charles Schwab UK research
04/04/2023
Canada Life buying Investment Planning Counsel business from IGM Financial
It estimates that transaction and integration costs of $25 million pre-tax are expected over 12 to 18 months after the deal closes.
04/04/2023
Canada Life acquires Investment Planning Counsel
Acquisition aligns with Canada Life's vision to establish a leadership position in the Canadian independent advisor wealth market
04/04/2023
LPL Adds Ohio OSJ with $850M in Client Assets
Financial Design Group is joining LPL from Securian Financial Services, and comes after teams with $1.45 billion collective assets joined the firm’s Strategic Wealth Services division this month.
04/04/2023
Mercer Advisors Acquires Andesa Financial Management, Inc.
Expanding Mercer Advisors' Northeast Presence
04/03/2023
SeaCrest Wealth Management LLC focuses on unique needs of clients
He works with each client, in coordination with their tax and legal advisers, to employ disciplined investment, tax, and estate planning strategies, consistent with their specific goals and future needs.
04/03/2023
Asset Management Industry Transforms to Align with Changing Financial Advisor Needs
Asset Management Industry Transforms to Align with Changing Financial Advisor Needs
04/03/2023
Baskin Financial Services Acquires Stake in Canadian Imperial Bank of Commerce
Canadian Imperial Bank of Commerce is known for providing outstanding banking and wealth management services to a wide range of clients and investors from different segments across various nations worldwide.