07/27/2023
Sound Income Group Founder, CEO David Scranton to Speak at Private Wealth Midwest Forum
Barry C. Wheeles of Sound Income Strategies to Also Lead Roundtable
Alternative Investments
07/27/2023
Pacific Legacy Wealth Partners Launches With Support From LPL Financial
They chose to affiliate with LPL’s supported independence model, LPL Strategic Wealth Services, which enables advisors to grow their business according to their vision.
07/26/2023
European Private Credit Investor Apera Asset Management Adds Kudu Investment Management as Strategic Investor
To date, funds managed and advised by Apera have made 60 investments in companies, mostly in the information technology, healthcare, consumer discretionary, and financial sectors.
07/26/2023
State Street to Service abrdn’s First Actively Managed ETF In Europe
Builds on State Street’s 30 year history of innovation in the ETF space
07/26/2023
Parallaxes Capital Highlights Terminated TRA of a Leading Wealth Management Firm
TRAs help ensure that pre-IPO owners are economically aligned with new public shareholders
07/26/2023
Robinhood plans 3rd attempt at UK launch with Jordan Sinclair hire
Robinhood today is a completely different business however, having listed its shares in 2021 and seen their price rise by some 40 per cent in the last year to a valuation of around $11.5bn.
07/25/2023
Mission Wealth Earns Coveted Spot in FA Magazine's 2023 Top RIA List
The recognition is a testament to Mission Wealth's unwavering dedication to providing superior wealth management solutions to its valued clients.
07/25/2023
Osaic Welcomes Vitucci Integrated Planning
Former Cetera team, with more than $250 million in total client assets, look to improve technology and client service experience
07/24/2023
UK banks lead global rivals in passing on interest rate benefits to savers
The rapid interest rate hikes by central bankers over the past 18 months to combat the threat of inflation have been a boon for banks
07/24/2023
Morgan Stanley IM merges away $529m Global HY bond fund
The new strategy will assume the structure of the existing sustainable approach, Citywire Selector has learned.
07/24/2023
CI Financial Reports Total Assets of $398.9 Billion for June 2023
All financial amounts in Canadian dollars unless stated otherwise.
07/21/2023
Petershill Partners partner assets under management rise in first half
The company had inflows of USD14.0 billion in its second quarter, and fee-paying inflows of USD1.0 billion in the same period.
07/20/2023
Illumen Capital Releases Annual Impact Report On Impact Of Racial and Gender Bias Training in Asset Management
Report findings reveal that, despite increased industry attention to DEI, investors continue to seek guidance on making effective and lasting change
07/20/2023
Bain Capital Closes Inaugural Insurance Fund at $1.15 Billion
Bain Capital employees committed the balance of the fund, continuing the firm’s heritage of being the largest investor collectively across its funds.
07/20/2023
Edward Jones Moves More Advisors to Teams
Edward Jones advisors not only have the option to share offices, but they can now share clients.
07/20/2023
CIBC Asset Management announces CIBC ETF cash distributions for July 2023
Unitholders of record on July 31, 2023, will receive cash distributions payable on August 3, 2023.
07/19/2023
Allfunds unveils the Private Partners programme
In addition to its innovative technological roadmap, Allfunds is proud to unveil the Allfunds Private Partners (APP) programme.
07/19/2023
Schwab's profit drops less than expected on asset management strength
Schwab has had to turn to supplementary funding sources to counter this churn.
07/19/2023
Waverly Advisors Acquires Gwynn Management Company
Waverly continues intentional growth in the Atlanta market
07/19/2023
TD Bank Group Comments on Expected Impact of the Charles Schwab Corporation's Second Quarter Earnings
TD Bank Group will release its third quarter financial results and host an earnings conference call on August 24, 2023.