10/10/2022
Linqto Launches Linqto Wealth Platform for Advisors
Simplifying Access to Private Market Investments for RIAs and Wealth Managers
Alternative Investments
10/06/2022
State Street and FundGuard Announce Strategic Partnership to Deliver Accounting Solutions for State Street Alpha
FundGuard’s capabilities will ultimately be implemented by State Street for its Alpha clients that offer mutual funds and ETFs, alternatives, insurance, and pensions.
10/04/2022
Cambridge Bancorp Announces Completion of Merger with Northmark Bank
Combined company creates an estimated $5.6 billion banking franchise and expands presence in attractive markets
10/04/2022
Revelatory Research Identifies Roadmap to Unlock Women’s Wealth
Research Shows Women are an Untapped Source of Funding for Startups and Can Lead to a Stronger and More Equitable Economy
10/04/2022
Azzad Asset Management named again to CNBC FA 100
Being named to the CNBC FA 100 list is an important recognition of Azzad's work.
10/04/2022
CIBC closes three investment deals focused on addressing the racial wealth gap and continues strong partnership with YearUp
The fund is designed to pool the resources of investors to provide backstops for liquidity and net worth requirement
10/03/2022
Institutions turn to hedge funds of funds to diversify
Investors seek better returns, less correlation to equities and bonds
09/29/2022
KKR's Henry Mcvey Says we have entered a pivotal period for endownment and fountation CIOS
New Macro Report Based on Proprietary Survey Highlights the Potential Need for a New Approach to Asset Allocation and Business Development
09/29/2022
Asset managers turn to alts in bid to stand out, fight fee compression
Some firms are keeping new strategies in-house for wealthy clients
09/28/2022
BNY Mellon to Provide Fully Integrated Operating Platform for Aviva Investors
This provides Aviva Investors with an improved ability to focus on core investment and client-related activities.
09/28/2022
EP Wealth Advisors® Acquires Minot Wealth Management
Acquisition establishes EP’s presence on the East Coast, marks a significant milestone in the firm’s national expansion
09/28/2022
Advisor360°’s Newest Platform Upgrades Make the Financial Planning Process Easier
Enhancements to Goals, Proposals, Model Management & Rebalancing, Dependent Workflows, and Documents Help Advisors Keep Financial Plans on Track
09/27/2022
As Alternatives Reach Portfolio Limits for Institutional Investors and the Ultra- Wealthy, Blackstone Courts the Barely Rich
But first, it must schmooze skeptical financial advisers.
09/27/2022
HarbourVest Partners Closes Fund XII, at Over $3.0 Billion
Led by Ryan Gunther and Amanda Outerbridge, Managing Directors, HarbourVest Partners is an independent, global private markets firm with 40 years of experience and more than $100 billion of assets under management as of June 30, 2022
09/27/2022
Lincoln Financial Group and Modern Life partner to accelerate digital transformation in life insurance
Partnership leverages Lincoln’s leadership in product and distribution with Modern Life’s technology and digital brokerage expertise
09/23/2022
IQ-EQ partners with Allvue Systems to enhance private debt offering
Through this partnership, announced by Allvue yesterday, Allvue’s clients will have the option to leverage IQ-EQ’s back office servicing and capital markets advisory offering.
09/22/2022
Boutique makes Ucits debut with North American mid-cap fund
Canadian asset management firm Turtle Creek will make its mid-cap strategy available to European investors.
09/22/2022
GFG Securities acts as M&A Exclusive Investment Banking Advisor for the Sale of the Dreams Villamagna Nuevo Vallarta Hotel
GFG Securities acted as exclusive strategic and lead M&A financial advisor to the seller.
09/21/2022
Kovitz Named to Barron's Top 100 RIA Firms List for 2022
Chicago-based Investment Advisory and Wealth Management firm earns esteemed national recognition
09/20/2022
IQ-EQ wins Best Advisory Firm for Regulation and Compliance in the HFM US Services Awards 2022
The strength of our global value proposition, depth of expertise and breadth of services make us a leading provider of regulatory and compliance support, especially in the fast-growing U.S. market.