09/12/2023
The list, which is part of P&I’s Influential Women in Institutional Investing program, honors and celebrates women across the industry who have an outsize impact and are driving positive change.
09/12/2023
Cetera currently lists its AUM at just $121 billion.
09/11/2023
This acquisition represented 0.36% ownership of Focus Financial Partners as of their most recent SEC filing.
09/11/2023
Advisor walks through benefits, caveats of whole life insurance as a planning tool in corporations
09/08/2023
$10 billion initial reinsurance transaction and $1 billion equity capital investment establishes new reinsurance platform positioned for scale and long-term growth on behalf of customers
09/08/2023
BAE Systems’ $28.8 billion was the largest ever OCIO mandate in the U.K. Goldman Sachs is getting its investment team, too.
09/08/2023
Vanguard says investors are returning to risk assets.
09/08/2023
A new firm is born in Houston with Linsco by LPL Financial.
09/07/2023
Apex Group currently has multiple client service delivery teams located in Denver, with plans to double headcount through the creation of new job opportunities in the coming year.
09/07/2023
For BBVA, sustainability is a business opportunity.
09/07/2023
The vehicle is investing in a wide variety of assets in the U.S. and abroad.
09/07/2023
North Carolina advisor team was previously affiliated with Securities America.
09/06/2023
The acquisition also broadens McGriff’s operations in the Midwest, representing the business’ first move into Wisconsin.
09/05/2023
The adverse development cover is expected to become effective at the time of closing of AIG’s sale of Validus Re to RenaissanceRe.
09/05/2023
No changes to firm leadership or ownership
09/05/2023
His data shows the benchmark equity gauge has climbed 44 per cent of the time in September with an average return of negative 1.16 per cent.
09/04/2023
The ratio of long trades compared with short positions on U.S. regional banks has risen by 26% since a year low in mid-July 2023
09/01/2023
It will be run by Newton IM’s Paul Flood
09/01/2023
Highlights of this partnership include presenting partnership of SNY’s Jets Game Plan
08/31/2023
“AM Best projects that premiums for the composite will further increase in 2023, as demand remains high, and rates in key lines of business continue to rise, particularly for catastrophe-exposed business.