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insurancebusinessmag
7 小时
Western Investment shifts focus to insurance and investment management
The Western Investment Company of Canada Limited (Western) has completed a series of transactions that will reposition the ...
Opinion
Institutional Investor
22 小时
Opinion
Investment Management in a Box
The result is an investment management business in a box. There would also be sub-agents to help fulfill their principals’ ...
9 小时
Vanguard to set up new advice and wealth management unit
Joanna Rotenberg will join Vanguard in January 2025 as managing director and member of the company’s senior leadership team.
7 小时
The Boeing Company (BA) Fell as Results Fell Short of Expectations
Fidelity Investments, an investment management company, recently released its “Fidelity Dividend Growth Fund” third quarter ...
17 小时
Advisor priorities shift as more firms adopt unified managed accounts
“UMAs have democratized SMAs, opening them up to more investors,” Mr. Brown says. UMAs, which are able to accommodate mutual ...
5 小时
on MSN
What Makes Lineage (LINE) a Prospective Investment?
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Growth Strategy” third quarter ...
KNOX
5 小时
State Investment Board Selects a Firm to Enhance Portfolio Strategy
“NEPC will serve as a thought partner to assist the State Investment Board in managing the asset allocation process for its ...
InvestmentNews
1 小时
Modern Wealth adds $500M in AUM with acquisition hat trick
The growing RIA tops $6.5 billion in assets while extending its Michigan and Kansas footprints and establishing its first ...
7 小时
Doximity (DOCS) Management Regained Investors Trust Through Solid Execution
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Growth Strategy” third quarter ...
WealthManagement.com
6 小时
Merit Financial Lands $603M Pennsylania Firm
Trinity Financial Partners President Robyn E. Jameson will become a managing director and partner at the $12 billion ...
7 小时
Rocket Companies (RKT) Surged 32% YTD in 2024
Seven Corners Capital, an investment management company, released its Q3 2024 investor letter. A copy of the letter can be ...
Arabian Business
8 小时
Saudi Arabia’s PIF launches hotel management company Adeera to oversee hospitality brands
Saudi Arabia’s Public Investment Fund (PIF) has announced the launch of the Hotel Management Company (Adeera) to operate and ...
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