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.
Alternative Investments
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
09/01/2022
Cetera Welcomes Cramer Capital Management
$140 million Kansas City team joins Cetera Advisor Networks from Commonwealth
08/31/2022
The Penny Finally Drops
And the markets are listening, too. Friday’s market rout could be the harbinger of the challenges ahead.
08/31/2022
Investor Confidence Rises 5.1 Points in August to 107.3
The Investor Confidence Index was developed at State Street Associates
08/30/2022
TD Asset Management launches new ETF focused on the growing global carbon credit market
New TD ETF offers investors exposure to a unique and growing asset class that exhibits a historically low correlation to traditional asset classes
08/30/2022
Crescent European Specialty Lending Announces Financing for Primary Capital’s Refinancing and Recapitalization of Metamark
This transaction demonstrates the type of flexible capital solutions we provide to leading companies and sponsors to support their growth.
08/30/2022
BMO Financial Group Reports Third Quarter 2022 Results
Our performance this quarter continued to demonstrate the strength and quality of our diversified business mix, credit excellence and the resilience of our earnings power.
08/25/2022
Bonds to Edge Equities
Both equities and bonds were under pressure last week, with the weakness particularly noticeable in the US.