Displaying 30 results
Investors are making more cross-border money moves
Predictions of interest-rate cuts have prompted a rebound in international flows.
CAIS expands alts offering with Pershing with no transaction fees
Expansion of the two firm's partnership gives advisors greater access to funds.
Former Mellon CIO’s fledgling asset management firm acquired by $7B TwinFocus
David Daglio becomes CIO of the multifamily office.
Don’t fear the inverted yield curve
The most direct implication of the inverted curve isn't a recession, but that yields will be lower in the future.
BNY hires first chief sustainability officer from BlackRock
Meaghan Muldoon, who had been global head of ESG integration at BlackRock, started in her new position at BNY Mellon this month.
BNY Mellon ups its cash management game
Its expanded LiquidityDirect platform provides access to various short-term cash management funds, strategies and even community banks.
Growing demand for diversity investment products
Firms are developing more products focused on equal opportunities and gender issues, Cerulli found.
BNY Mellon files for Women’s Empowerment ETF
The fund aims to invest in companies that help improve the quality of life for women.
BNY Mellon plans to launch ETF focusing on innovation space
The BNY Mellon Innovators ETF will invest in innovation-driven companies, which are considered to be ‘leading-edge’ firms.
ESG themes to watch in 2023
Shareholder engagement, the energy transition and regulation will get a lot of attention.
Fintech Bytes: Morgan Stanley at Work, Vestwell and Redtail updates
Additionally, BNY Mellon invests in a fixed-income fintech and Broadridge partners with IntraFi on securities-backed lending.
Charitable giving bouncing back with market, says BNY Mellon Wealth Management
The number and total dollar amount of charitable gifts increased 10% last year, and the average gift size also spiked.
LPL hires former BNY Mellon exec to head banking
Bill Sappington will lead efforts to build the IBD’s banking and lending platform.
Integrated Partners hires former BNY Mellon CIO
Stephen Kolano will head investments for the firm’s integrated family office.
SEC’s Goldman, BNY moves hint at more ESG investigations
The latest developments follow notices the agency released last year around ESG enforcement.
Women give more, differently, sparked by recent upheaval
New research reveals sharp generational differences as women double down on their philanthropic priorities.
Franklin Templeton buying Alcentra in European credit push
The deal for Bank of New York Mellon's European credit and debt subsidiary expands Franklin Templeton's access to alternative investments.
CalSavers on hunt for new ESG manager
The automatic IRA program is seeking to fill a spot on its investment menu that is likely being vacated by the BNY Mellon Sustainable Balanced Fund.
Vestwell to buy BNY’s Sumday auto-IRA and 529 business
The deal would catapult Vestwell to serving as program manager for nearly $20 billion, with the acquisition adding about 800,000 participants and 17,000 small employers to its book of business.
BNY Mellon Wealth rolls out client prospecting tool for advisers
BNY Mellon Wealth Management's new client prospecting tool is designed to expand initial conversations with investors beyond basic risk assessments. After an investor completes the questionnaire, the tool curates specific recommendations and content customized to the user's answers.
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