Category: Asset Management Solutions

M&G Investments Selects Clearwater Analytics for Investment Accounting Solution London-Based Global Investment Manager, M&G Investments, has partnered with Clearwater Analytics to enhance their investment accounting and reporting capabilities. This collaboration will enable M&G’s insurance clients to access Clearwater’s PRISM platform for automated investment reporting, providing them with a comprehensive view of their investments and streamlining…

Best Budget Templates for Managing Your Finances Title: “Budgeting Made Easy: Top Platforms Offering Free Budget Templates” Managing money can be a daunting task, but with the right tools, it can become much simpler. Budgeting templates are a great way to streamline the process and make financial planning more efficient. Here are some of the…

Willis Towers Watson Public Limited Holdings and Stock Performance Analysis Tocqueville Asset Management L.P. Increases Holdings in Willis Towers Watson Public Limited Tocqueville Asset Management L.P. has recently boosted its holdings in Willis Towers Watson Public Limited (NASDAQ:WTW) by 2.1% during the 1st quarter, according to its latest disclosure with the Securities & Exchange Commission….

RBC Global Asset Management Inc. Closes Phillips Hager North High Yield Bond Fund to New Investor in Toronto – June 21, 2024 RBC Global Asset Management Inc. announced today that the Phillips, Hager & North High Yield Bond Fund will be closed to new investors as of June 28, 2024. The Fund was recently reopened…

Comparing Bank of America (BAC) and First Bancorp (FNLC) – Which Stock is Superior? Bank of America (NYSE:BAC) and First Bancorp (NASDAQ:FNLC) are two finance companies that are currently being compared based on various factors. In terms of earnings and valuation, Bank of America has higher revenue and earnings compared to First Bancorp. However, First…

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…

AssetMark Announces Strategic Alliance with Morningstar Wealth AssetMark, Inc. Announces Strategic Alliance with Morningstar Wealth In a groundbreaking move, wealth management platform AssetMark, Inc. has announced a strategic alliance with Morningstar Wealth, a division of Morningstar, Inc. This alliance will see AssetMark acquire approximately $12 billion in assets from Morningstar Wealth’s Turnkey Asset Management Platform,…

MACOM Technology Solutions Holdings, Inc. Stake Reduced by Orion Portfolio Solutions LLC Orion Portfolio Solutions LLC Reduces Stake in MACOM Technology Solutions Holdings, Inc. In a recent filing with the Securities & Exchange Commission, Orion Portfolio Solutions LLC disclosed a 13.1% reduction in its stake in MACOM Technology Solutions Holdings, Inc. The firm sold 2,365…

The Rise of Financial Growth and Generational Wealth Transfer in the GCC Region The Gulf Cooperation Council states are on track to solidify their status as a hub for global fortunes, with financial growth, a coming generational wealth transfer, and an influx of high-net-worth individuals contributing to the region’s appeal as a fortune hub. According…

RBC Global Asset Management Inc. Announces Closure of Phillips, Hager & North High Yield Bond Fund to New Investors RBC Global Asset Management Inc. has made a significant announcement today regarding the closure of the Phillips, Hager & North High Yield Bond Fund to new investors. As of June 28, 2024, the Fund will no…