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
Alternative Investments
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The number of Shares properly tendered and not properly withdrawn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.
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