05/30/2022
Everest Re’s insurance unit launches in Latin America
“Building on the success of our world-class specialty insurance operations"
Alternative Investments
05/30/2022
PIMCO expands ETF capital markets team with Northern Trust AM hire
The partnership officially ended on 12 June 2020 with the two US rivals collaborating for three years following Invesco’s acquisition of Source in 2017.
05/27/2022
CI Financial Wins Digital Transformation Award, Recognized as an Innovation Leader
Teamwork and the development of new skills and capabilities among our employees are essential to this project.
05/27/2022
Citco 2022 Q1 Hedge Fund Report – Quarterly Review
These are the insights from Citco’s Hedge Fund report for Q1 2022, offering detailed metrics on hedge fund performance, trade volumes, treasury volumes and investor flows.
05/27/2022
Westwood to Acquire Salient Partners’ Asset Management Business
Strategic Combination Creates Strong Investment Management Boutique With Specialization and Scale Across U.S. Equity, Multi-Asset, Real Assets and Alternatives
05/26/2022
Global Investor Confidence Sees an Increase of 4.8 Points in May to 97.1
The index differs from survey-based measures in that it is based on the actual trades, as opposed to opinions, of institutional investors.
05/26/2022
TD Bank Group Reports Second Quarter 2022 Results
D will continue to invest in our people, technology, and innovation to exceed our customers' rapidly changing expectations and help shape the future of banking.
05/25/2022
Two Advisory Teams Managing Nearly $400 Million Join Cetera
Sonnenfeld Financial Group and Lincoln Capital among latest Cetera affiliations
05/25/2022
U.S. bars Russia from paying bondholders through American banks, increasing default risk
Timothy Ash, a senior sovereign strategist at BlueBay Asset Management
05/25/2022
LPA Announces its US expansion plan
LPA expanded rapidly following its investment by New York and London based Motive Partners in 2018 a leading specialist private equity firm focused on financial technology.
05/24/2022
Baird Launches Russell Investments’ Personalized Managed Accounts on Its Advisory Platform
Institutional-quality PMA suite features active and direct indexing solutions with customizable overlay
05/24/2022
Triad Partners Aligns with Riskalyze
Triad has one mission for the advisors they work with: create unlimited growth and freedom in business and life.
05/18/2022
Alliant Private Client Named Best Insurance Broker for Third Consecutive Year at The 2022 Family Wealth Report Awards
Alliant Private Client team honored for demonstrating innovation and excellence and exemplifying independence, integrity, and genuine insight
05/13/2022
State Street Global Advisors Launches SPDR MarketAxess Investment Grade 400 Corporate Bond ETF
SPDR’s first fixed income ETF built on liquidity
05/13/2022
Raymond James targets RIAs with indie platform expansion
It is understood that advisors looking to operate under the group’s new channel will only be able to maintain their SEC investment advisory registrations
05/13/2022
A wave of innovation: The state of insurance in Asia and North America
The pandemic has accelerated many trends for insurance companies globally.
05/13/2022
CIBC Asset Management Inc. to discontinue deferred sales charge purchase options
These amendments will prohibit the payment by fund organizations of upfront sales commissions to dealers, which will result in the discontinuation of all forms of the DSC purchase options.
05/13/2022
KKR grows self-storage portfolio with five new acquisitions
The purchases were made through KKR’s Americas opportunistic equity real estate fund, KKR Real Estate Partners Americas III.
05/12/2022
SmartStop Asset Management Changes Name to Strategic Asset Management
Company to relocate headquarters to Irvine, Calif.
05/10/2022
KKR expands U.S industrial real estate strategy with investments in group-up development
KKR is investing in eight development projects serving the Atlanta, Dallas, Denver and Orlando markets