08/16/2023
New Jersey $270M team sets up new wealth firm with LPL
The three advisors have left Merrill Lynch to form their independent firm.
Alternative Investments
08/16/2023
Kestra Financial Draws More Than $1.6 Billion in Assets in Second Quarter, Sustaining Strong 2023 Momentum
Addition of 23 leading financial professionals underscores firm's dedication to empowering advisor success
08/16/2023
BofA manager survey: Bears at 18-month low as cash levels ‘plunge’
Pessimism is at its lowest since February 2022, as portfolio managers begin to put cash to work.
08/15/2023
IQ-EQ lands major mandate with Flexstone Partners
The firm delivers customised private equity, real estate, private debt and infrastructure solutions with specific expertise in hard-to-access small- and mid-cap markets worldwide.
08/15/2023
Altisource Asset Management Corporation Reports Second Quarter 2023 Results
“We are pleased with the recent developments regarding our court cases,” said Charlie Frischer, Board Director.
08/15/2023
Can alternatives help navigate macro uncertainty?
Hedge funds should enable investors to navigate and profit from market dislocations.
08/14/2023
A Look at the Size of the Global Commercial Real Estate Market
New data from MSCI Real Assets looks at what changed in the world of professionally-managed real estate around the globe in 2022.
08/14/2023
39 Northwestern Mutual Advisors Represent the Future of Financial Services in Forbes' 2023 Top Next Gen Wealth Advisors Best-in-State List
Our next generation of advisors is showcasing what it means to be a client-first financial advisor
08/11/2023
Top private markets firms capture $510bn of wealth market
Some of the largest private markets asset managers, from Blackstone to EQT, are trying to crack a $12tn wealth market by launching funds and expanding into new regions.
08/11/2023
T. Rowe Price Group Reports Preliminary Month-end Assets Under Management for July 2023
Preliminary net outflows for July 2023 were $5.4 billion.
08/11/2023
What Biden’s executive order means for U.S. investors in China
The Biden administration’s long-awaited executive order on U.S. investments in Chinese companies leaves open plenty of questions on how it will be implemented.
08/10/2023
SS&C Blue Prism Named a Gartner® Magic Quadrant™ RPA Leader for Fifth Year Running
The SS&C Blue Prism Intelligent Automation platform delivers visibility, orchestration and control mechanisms to help enterprises manage the workforce and end-to-end processes.
08/10/2023
CI Financial Reports Financial Results for the Second Quarter of 2023
These results reflect the outstanding quality of the business and the progress we have made in integrating our acquired firms and leveraging our size and scale to enhance our capabilities and services.
08/10/2023
TD Asset Management Inc. Announces Portfolio Adviser Change for the TD U.S. Blue Chip Equity Fund
Effective on or about November 1, 2023 (the "Effective Date"), Epoch Investment Partners, Inc. ("TD Epoch") will become the portfolio adviser of the Fund.
08/09/2023
EFG Companies Grows Leadership Ranks Expanding Client F&I Revenue Generation and Wealth Creation
Adam brings more than 28 years of experience to his role where he will be responsible for growing EFG's agency and powersports market channels.
08/08/2023
Nuveen Lifecycle Income Series for Defined Contribution Plans Provides Income for Life
Collective Investment Trust Features Allocation to the TIAA Secure Income Account Annuity
08/08/2023
StepStone Private Wealth Launches Infrastructure Fund
StepStone Private Infrastructure Fund is an investor-friendly, evergreen private infrastructure fund for accredited investors and smaller institutions
08/07/2023
Bank of America upgrades St James's Place to 'Buy' after share plunge
Attractive entry point for 'quality' franchise
08/07/2023
Virtusa Recognized as a Major Contender in the Asset & Wealth Management PEAK Matrix®
Virtusa's inclusion as a Major Contender in the Asset & Wealth Management PEAK Matrix by Everest Group highlights its competitive position and capabilities in the industry.
08/07/2023
PLS and Green Dot deliver banking and payments tools to US consumers
Combining Green Dot’s products and technology with their customer focus will allow them to further their mission of providing more products, more options, and lower service fees.