Category: Asset Management Solutions

AssetMark Announces Partnership with Morningstar Wealth for $12 Billion Asset Acquisition AssetMark, a leading wealth management platform for advisers, has announced a groundbreaking partnership with Morningstar Wealth Turnkey Asset Management Platform. In this strategic move, AssetMark will acquire $12 billion in assets from Morningstar Wealth, expanding its reach and offerings to financial advisers and clients….

Heading: Financial Technology News Summary – FCA, Plato/Turquoise, Franklin Templeton, and More The Financial Conduct Authority (FCA) has recently announced final rules on payment optionality for research, updating the Mifid II rules. This move is part of a broader package of measures aimed at strengthening the UK’s capital markets and its position as a global…

Blue Owl Capital Inc. Completes Acquisition of Kuvare Asset Management Blue Owl Capital Inc. Completes Acquisition of Kuvare Insurance Services LP, Launches Blue Owl Insurance Solutions In an exciting development in the financial world, Blue Owl Capital Inc. has announced the successful completion of its acquisition of Kuvare Insurance Services LP, also known as Kuvare…

Executive and Senior Moves in North American Wealth Management – May 2023 “Executive and Senior Moves in North American Wealth Management Sector Highlighted in May” In the dynamic world of wealth management, the North American sector saw several key executive and senior moves during the month of May. These changes reflect the ongoing evolution and…

Galaxy Asset Management and State Street Global Advisors Collaborate to Bring Next Generation Digital Asset Strategies to Investors Galaxy Asset Management and State Street Global Advisors have joined forces to revolutionize the digital asset investment landscape. In a groundbreaking collaboration, these two industry giants are set to offer investors a comprehensive range of digital asset-based…

Comparison of Brookfield Asset Management and KKR & Co. Inc. – Valuation, Earnings, Risk, Analyst Ratings, Dividends, Ownership, and Profitability Title: Brookfield Asset Management vs. KKR & Co. Inc.: A Comparison of Finance Giants In the world of finance, two major players, Brookfield Asset Management and KKR & Co. Inc., are often compared for their…

CIBC Launches Six New Investment Grade Bond Funds to Expand Target Maturity Offering CIBC Asset Management Inc. announced today the launch of six new CIBC Investment Grade Bond Funds to expand their target maturity bond fund offering. These new funds will build on the success of the previously launched funds in 2024 and provide investors…

Annual Cordros Wealth Summit: Empowering Investors for “The Wealth Revolution” Cordros Asset Management, a leading financial services firm, is gearing up for its highly anticipated second edition of the Annual Cordros Wealth Summit, themed “The Wealth Revolution.” The summit, scheduled to take place on July 31 in Lagos, aims to empower investors and provide them…

Investment Firm Nordea Increases Stake in Tyler Technologies, Inc. (NYSE:TYL) Nordea Investment Management AB Increases Stake in Tyler Technologies, Inc. (NYSE:TYL) Nordea Investment Management AB has significantly increased its stake in Tyler Technologies, Inc. (NYSE:TYL) by 36.1% during the first quarter, according to HoldingsChannel.com. The firm now owns 3,538 shares of the technology company’s stock,…

RBC Global Asset Management Inc. Announces Re-Opening of Phillips, Hager & North High Yield Bond Fund RBC Global Asset Management Inc. Announces Re-Opening of Phillips, Hager & North High Yield Bond Fund TORONTO, June 7, 2024 /CNW/ – RBC Global Asset Management Inc. (“RBC GAM Inc.”) has announced that the Phillips, Hager & North High…