04/07/2022
Eaglebrook Advisors Raises Strategic Capital from Franklin Templeton
Investment will enable Eaglebrook to scale and accelerate product development to meet rapidly increasing market demand and support customer growth
Alternative Investments
04/07/2022
PNC Bank Introduces Minority Business Development Group
Bank's Diverse Business Banking Segment to accelerate support of minority-owned businesses
04/07/2022
AIG Retirement Services Launches FutureFIT Wellness Check, A New Financial Wellness Assessment Tool Connecting Retirement Plan Participants with Personalized Action Plans
The customized action plans feature education modules that are digestible, actionable and brief—intended to motivate employees to engage with their financial planning in a meaningful way and in a manageable amount of time.
04/07/2022
Next generation ready to track goals, invest
Younger Canadians are financially engaged but may lack investment know-how, a BMO survey suggests
04/07/2022
CAIS Announces $100 Million Investment from Reverence Capital Partners
Milton Berlinski, Managing Partner at Reverence Capital Partners, also joins CAIS’ Board of Directors, effective immediately.
04/07/2022
Citizens Financial Group Completes Acquisition of Investors Bancorp
Investors has been merged with Citizens
04/06/2022
Creative Planning Acquires Resource Management LLC
"We believe our team will make great partners with Creative Planning and we are thrilled to be joining a company populated by talented and ethical people."
04/06/2022
Merit Financial Advisors Expands to Colorado by Acquiring Tedstrom Wealth Advisors, Inc. and I.M. Wealth Care, LLC
The two partnerships establish Merit's presence in Colorado and increase the firm's acquired assets by $381 million
04/06/2022
Pender bolsters lineup with emerging markets impact fund
Manager brings three decades of expertise for a more fundamental, bottom-up approach to ESG
04/05/2022
Korn Ferry acquires executive search firm Patina Solutions
Korn Ferry in October acquired Lucas Group, an Atlanta-headquartered professional search and contract staffing firm.
04/05/2022
Franklin Templeton Completes Acquisition of Lexington Partners, a Global Leader in Secondary Private Equity and Co-Investments
Alternative asset strategies represent a growing share of the investment management industry
04/04/2022
Announcing Target Date Plus from Capital Group/American Funds, Powered by Morningstar Investment Management LLC
Next Evolution Target Date Service Meets Individual Retirement Needs
04/04/2022
Franklin Templeton Completes Acquisition of Lexington Partners, a Global Leader in Secondary Private Equity and Co-Investments
Since its founding in 1994, Lexington has established itself as a global leader in the private equity and co-investment sector.
04/04/2022
Apollo Hybrid Value Raises $4.6 Billion for Second Flagship Fund
Assets Increase by more than 40% from Fund I to Fund II Driven by Strong Support from New and Existing LPs
04/01/2022
Guernsey’s advantages to US private equity fund managers
For US fund managers thinking of targeting foreign investment, Guernsey may be worth considering for a few key reasons.
04/01/2022
Truxton Trust Announces the Formation of Truxton Capital Advisors
“Truxton is positioned to assist families before, during, and long after an important liquidity event. This is a unique position among firms in the investment banking landscape and one we consider as a high honor.”
04/01/2022
Mercer Advisors continues acquisition streak with Convergent deal
The latest acquisition follows the firm’s takeover of Connecticut-based wealth management firm Benemark last month.
03/30/2022
Integrity Reinforces Commitment to Innovation
Addition of financial services brokerage with virtual platform will further enhance Integrity's mission to meet consumers where they are and put client needs first
03/30/2022
Nielsen Enters into Agreement to be Acquired by Evergreen- and Brookfield-Led Consortium for $16 Billion
Shareholders to receive $28 per share
03/30/2022
A steadfast commitment to partnership
Driven by a vision to be Canada's best mutual fund dealer, Carte Wealth Management forges a new collaboration with Rapport Credit Union