04/15/2021
BNY Mellon Selected by Charles Schwab Investment Management to Provide Transfer Agency Services
BNY Mellon is able to tap-into its vast industry expertise and a global footprint that services both asset managers and their intermediaries.
Alternative Investments
04/15/2021
DPG Investments to Close $1 Billion+ in Private Capital
The DPG senior management team has been through multiple cycles and understands the importance of maintaining a long-term view.
04/15/2021
Truist Reports First Quarter 2021 Results
Earnings of $1.3 billion, or $0.98 per diluted share
04/12/2021
Scotiabank targets $10 Billion commitment in support of affordable housing in Canada
As Canada's authority on housing, CMHC is delivering the National Housing Strategy – a $70+ billion, 10-year federal investment in housing with additional funding committed by the provinces and territories.
04/12/2021
Nexus Strategy Celebrates 15 Years Serving the Independent Wealth Management Industry
Leading wealth management consulting firm founded by industry veteran, Timothy D. Welsh, continues growth trajectory and dedication to working with organizations supporting independent financial advisor success
04/09/2021
Apollo Announces Extension of the Tender Offer for Shares of The Michaels Companies
The Purchaser expects the tender offer will be consummated promptly following the expiration of the offering period
04/08/2021
Zurich seals $3.94bn deal to buy MetLife's US property and casualty arm
"We expect the new business to contribute to growth beginning this quarter and start building on the leading positions that Zurich and the Farmers Exchanges have separately developed in the attractive US market."
04/08/2021
Stone Asset Management expands presence on NEO Exchange
Firm unveils two additional investment fund offerings for IIROC and MFDA communities
04/07/2021
Canada M&A sets record for quarter on cross-border deals, easy money
Companies raised C$19 billion ($15.2 billion) through share sales in the first three months of the year, the highest since the fourth quarter of 2010.
04/06/2021
Bank of America Firing on All Cylinders Ahead of Earnings
The banking giant is well-positioned for additional gains following next week’s Q1 2021 earnings release.
04/06/2021
Sterling National Bank Signs Agreement with Rho Technologies
Banking as a Service collaboration to power innovative banking products and services to growing companies
04/05/2021
Markets rebound boosts US state pension plans
Strong rally in equities drives improvement in funding position of retirement schemes
04/05/2021
Dollar keeps Citi, Morgan Stanley wary of emerging markets
Flows to equity funds fell to less than a third of the levels seen in February and bond funds ended the first quarter with more outflows, according to data compiled by EPFR Global.
04/01/2021
Capco's Dee McDougal on diversity, equity & inclusion
According to McDougal, 2020 saw many important conversations on systemic racism and inequality finally come to the fore.
04/01/2021
West Monroe's Tom Hulsebosch on the future of consulting work
West Monroe, however, has charged ahead with its plans to build a workspace for the future.
03/31/2021
SPAC and Traditional IPO Executive Compensation Considerations When Going Public
2020 saw a remarkable increase in the utilization of SPACs
03/31/2021
KKR acquires five building industrial real estate portfolio in Phoenix
The transaction marks KKR’s second industrial real estate acquisition in the Phoenix market in 2021
03/31/2021
Nymbus sets up dedicated unit for credit unions
Leading Nymbus CUSO is a natural progression in a legendary 30-year career of innovation as John helps bridge foundational credit unions values of collaboration and member service with next-generation solutions for personalized experiences and growth.
03/31/2021
Banks, Wealth Managers and Fintech Disruptors Vie to Create ‘Goldilocks’ Retail Product
For the rest, many of whom are younger people and minorities, the idea of setting up a retirement investment account or trying to time the market on the next GameStop frenzy is a foreign notion.
03/31/2021
BlackRock Raises USD$3 Billion for Debut Secondaries & Liquidity Solutions Strategy
The Fund seeks to take advantage of an evolving secondaries market that is well-positioned to capitalize on various forms of market dislocation