3+ hour, 54+ min ago   (211+ words) Arete Wealth has launched Arete Capital Partners, a dedicated investment banking division designed to expand the firm’s capabilities across capital formation, capital markets and corporate advisory services. The new division formalizes and expands investment banking capabilities that Arete previously provided…...

1+ day, 4+ hour ago   (400+ words) Allworth Financial has acquired High Falls Advisors and Holistic Financial Partners, adding approximately $947 million in combined assets under management and helping push the national RIA above $40 billion in assets under management and administration. High Falls Advisors is a Rochester, New…...

3+ day, 7+ hour ago   (397+ words) TGM, a vertically integrated real estate investment manager with a longstanding track record of investing across market cycles, today announced that Tim Anderson has joined the firm to lead its institutional business development and capital formation initiatives. Oops, something went…...

2+ day, 4+ hour ago   (562+ words) As these firms grow and take on more sophisticated investors, access to modern infrastructure and technology is becoming a competitive necessity rather than a luxury. Having reliable infrastructure is no longer simply a nice-to-have. It can make a real difference…...

2+ day, 13+ hour ago   (99+ words) Kalkine Media What Is New for Rio Tinto Limited (ASX:RIO) in ASX Value Stocks? What Could Telstra Group Limited (ASX:TLS) Mean for ASX Value Stocks? How Does Coles Group Limited (ASX:COL) Matter for ASX Value Stocks? Blackpearl…...

2+ day, 13+ hour ago   (179+ words) Boston Hill Advisors has joined Hightower Signature Wealth, bringing approximately $1.6 billion in assets under management, 18 employees and 11 advisors to the national wealth management platform. Founded in 2006, Boston Hill provides wealth management, investment solutions and financial planning to individuals, families and…...

2+ day, 13+ hour ago   (177+ words) ICG has completed fundraising for the ninth vintage of its flagship European Corporate strategy, closing ICG Europe Fund IX at €12 billion, representing a 50% increase compared with predecessor ICG Europe VIII. The fund represents what ICG described as the largest dedicated…...

2+ day, 20+ hour ago   (826+ words) RIA CEOs said they are less concerned about Vanguard pairing with Altruist to create competition, as they are hopeful it will spur sector innovation. There is a growing sentiment in the registered investment advisor space that the vendors may be…...

2+ day, 18+ hour ago   (60+ words) marketscreener.com Every day, we give you free access to essential global business and financial news, through the work of our journalists and our partnerships with leading news and data providers. Investment Management & Fund Operators AllianceBernstein Preliminary Assets Under Management…...

2+ day, 20+ hour ago   (100+ words) Bitget BlackRock names Zeshan Azam co-portfolio manager for BOE and BGY dividend trusts - BlackRock named Zeshan Azam, Wendy Agnew, Kyle McClements, Sinan Kunt as portfolio managers for BOE, BGY, effective immediately. - Azam joined via the Citi Portfolio Solutions Powered by…...