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
Alternative Investments
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.
09/20/2022
Jersey Continues to Grow and Diversify Proposition for US Asset Management Market
Jersey’s success in growing US business flows and our strategy to diversify our proposition for the US asset management market will be highlighted at a roadshow in the country next month.
09/20/2022
Blackstone and Bourne Leisure agree sale of Butlin’s
Warner is the only UK hotel chain to cater exclusively for adults, offering short breaks with great food and drink, spas and live music.
09/20/2022
KKR Invests in Hero Future Energies in $450 Million Transaction
Through its range of solutions, HFE will also look to support companies in their efforts to decarbonize and transition towards sustainable energy sources to achieve their net zero emission goals.
09/19/2022
Institutional investors may overlook ONEOK, Inc.'s recent US$1.0b market cap drop as long-term gains remain positive
We can see that ONEOK does have institutional investors; and they hold a good portion of the company's stock.
09/19/2022
Baring passes on $6 billion in deals amid bet on valuation fall
“There’s no shortage of investment opportunities, the issue is really about finding the right price level that we’re comfortable with,” Chief Executive Officer Jean Eric Salata, who oversees $22 billion of client assets, said in an
09/19/2022
UBS Group AG Shares Sold by Neuberger Berman Group LLC
Advisors Asset Management Inc. now owns 64,079 shares of the bank’s stock worth $1,252,000 after acquiring an additional 9,663 shares in the last quarter.
09/14/2022
CI Global Asset Management launches CI Alternative Multi-Strategy Fund
New fund uses alternative strategies to modernize the balanced fund
09/13/2022
Proficio Capital Partners Announces Expansion into South Florida
Proficio Capital Partners' new South Florida office headed up by Richard Blond, who will be joining Proficio as Managing Partner and will add another veteran presence to the investment committee.
09/09/2022
Apex Group expands North America presence with Prometa acquisition
In addition to the acquisition of Prometa, Apex Group will continue to target organic growth in Canada, expecting to employ 200 people by the end of 2022.
09/09/2022
GMO Launches Nebo, an Innovative Asset Management Platform for RIAs
Nebo (for Needs-Based Optimization) bridges the gap between financial planning and asset management, helping advisors ensure clients have the financial resources they need to achieve their goals.
09/08/2022
Perigon Wealth Management Announces Merger with PM Wealth Management and Formation of Strategic Alliance with Prager Metis
Perigon will serve as the preferred wealth management solution for Prager Metis tax clients.
09/08/2022
Mariner Wealth Advisors Selects CAIS to Scale Alternative Investment Capabilities
Marty Bicknell, firm President and CEO, to Speak at the CAIS Alternative Investment Summit in October
09/07/2022
Carte Wealth Management Inc selects SideDrawer as its Exclusive Recommended Partner
Salesforce continues to expand into the financial services market, and external collaboration for document management remains a key need for many firms.
09/07/2022
Gallagher Report Reveals Employers Expect to Spend Less on Compensation in 2023
However, in 2022, more than three out of four employers enhanced base salaries
09/06/2022
Truist Insurance Holdings further enhances premium finance business with acquisition of BankDirect Capital Finance
The addition of BankDirect expands our team, further diversifies the risk management solutions we can provide our clients and creates new opportunities to fulfill our purpose to inspire and build better lives and communities.
09/02/2022
All Eyes Are on the BlackRock-Coinbase Partnership
Could the partnership with BlackRock mark a turning point for Coinbase, which has been battered by a market slump and regulatory scrutiny?
09/01/2022
M Financial, Pacific Life Launch Life Insurance Product for High-Net-Worth Market with Verisk’s FAST Technology Platform
New Survivorship Variable Universal Life Policy Pre-Configured with Tax Rules to Help Simplify Estate Planning
09/01/2022
Morningstar to Unite Two Forward-Looking Rating Systems into One: The Morningstar Medalist Rating
The change will combine the Morningstar Analyst Rating with the Morningstar Quantitative Rating, making it even simpler for investors to research and select best-in-class managed investments