Deals & People August 12th, 2024 Russell Investments Promotes Ayesha Parra to Global Head of Alternatives Parra will oversee the firm’s business strategy for its alternatives platform.
Data & Research May 2nd, 2023 PGIM Takes Majority Stake in Direct Lender to Boost Alternative Offerings The firm’s investment in Deerpath Capital Management comes as institutional and private investors look to alternatives for returns amid volatile...
Data & Research February 23rd, 2023 CAPTRUST Survey Shows Nonprofits Ignore Benefits of Select Investments New research shows organizations often overlook alternative assets, ESG and DEI.
Deals & People February 21st, 2023 Advisory M&A Sequoia acquires Zeke Capital Advisors; iTrustCapital integrates with Fortress Trust; Hightower invests in Bickling Financial Services; and more.
Products February 9th, 2023 Investment Service & Product Launches Equitable expands variable universal life portfolio; First Trust offers alternative assets-based ETFs; and more.
Deals & People January 27th, 2023 Retirement Industry People Moves Private Advisor Group Taps Frank Smith to be CEO; Accelerate Retirement names Thurston managing director; The Marygold Companies appoints fintech...
Products January 27th, 2023 Investment Product and Service Launches Vanguard offers multi-sector income bond fund; Hub starts HR technology consulting practice; Vestmark launches six direct-index separately managed accounts; and...
The Markets January 18th, 2023 Adviser Product Partnerships Broadridge re-ups with IGM for broker wealth platform; Reverence Capital selects CAIS Channel for alt offerings; $25B RIA Sanctuary extends...
The Markets January 17th, 2023 Alternatives Shine for Asset Managers Amid 60/40 Volatility After the 60/40 portfolio failed to generate its usual stability in 2022, asset management firms suggest higher alternative asset allocations...
The Markets January 13th, 2023 Investment Service and Product Launches Transamerica brings to market life insurance policy with guaranteed income option; J.P. Morgan app sends check deposits directly into IRAs;...
Deals & People January 9th, 2023 Retirement Industry People Moves Empower names Waddell head of new individual investor division that includes Personal Capital; Pentegra names new CEO as Pinto retires;...
Deals & People December 5th, 2022 Retirement Industry People Moves DWS names head of alternative investing; WTW appoints head of data intelligence; Mercer acquires $5B RIA; and more.
Products December 1st, 2022 Investment Product and Service Launches Securian and QPA launch managed account for plan sponsors; ProShares and S&P announce ETF to invest in surging battery metal...
The Markets November 22nd, 2022 Alternative Asset Managers Release Tool for ESG Disclosure The ESG Integrated Disclosure Project is intended to provide a standard format for ESG-related disclosures and to offer companies a baseline...