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Fund firms managing $100T ‘have to change’ to attract clients
With many investors turning to passive options, asset management companies cannot afford complacency.
Profit forecasts are too high, says Morgan Stanley
Wall Street strategist Michael Wilson says Q3 and Q4 earnings may disappoint.
Why Treasuries are not the ‘world’s safest asset’ right now
Further volatility may be here for some time.
Fund managers adjust bond strategies amid growing risk
Nature is causing concern for funds as climate-related risks rise.
Emerging market elections offer new hope for investors
New opportunities could be unlocked by fresh leadership.
Sequoia Financial acquires Nashville firm managing $930M
M Capital Advisors, founded in 1993, provides portfolio management for individuals and institutions.
Former Mellon CIO’s fledgling asset management firm acquired by $7B TwinFocus
David Daglio becomes CIO of the multifamily office.
Elon Musk lost $16B following weak Tesla earnings
But he's still got $209B and is winning overall in 2023.
Oil at $140? It’s Allianz Trade’s worst-case scenario
At that level, the world would be staring at recession.
Citizens Financial launches private bank to nab wealthy clients of failed lenders
The firm will expand its operations in New York, Boston, San Francisco and Palm Beach, Florida.
Another new custodian enters the RIA market
Innovayte is targeting RIAs with $100 million to $800 million in assets and will be led by Catherine “Cat” Davies, a clearing and custody industry veteran.
Banks’ green fees overtake fossil-fuel fees for second year
Banks have generated about $2.5 billion from climate-focused financing so far this year, compared with $2.2 billion from their work with oil, gas and coal companies.
Search underway for the best financial advisors
InvestmentNews is calling for entries for the inaugural Top Advisor showcase
Global alternatives market set to reach $24.5T, private credit AUM to double
Analysts forecast an $8 trillion surge in the next five years.
New leaders for wealth management and UHNW at $7B multi-family office
Long-serving employees promoted at 100-year-old investment firm.
OpenAI may sell shares at $86B valuation
Talks are said to be underway. Sale would catapult the firm’s status.
Options traders brace for turbulent yen trading
Speculation growing of intervention to support weakening currency.
Fortress raises second litigation financing fund
New York firm has already deployed $6B into the investment strategy.
Stock market rally at risk from geopolitics, says Goldman Sachs
Strategists warn that further escalation could derail growth.
Gold at four-week high as investors seek havens
Middle East conflict is intensifying demand for safer investments.
