A slew of investment leaders Citywire's US team spoke with assessed what Democratic control of Congress and various key ...

The Securities and Exchange Commission’s (SEC) latest proposal to expand ‘responsible retailization’ of private market funds has been welcomed by asset managers. But industry insiders say the package ...

BERLIN: A Texas swing has become the latest piece in the AI-worry puzzle, as selectors reveal what Tuesday’s vote means for ...

Mega-RIA Mariner Wealth Advisors has lost an advisory practice from its independent channel. Wealth With Options joined ...

TPFG was ordered by the Securities and Exchange Commission (SEC) in 2024 to pay $430,000 to resolve claims that it violated the agency’s marketing rule by improperly promoting investment performance ...

Creative Planning has gone back to basics for its latest acquisition, snapping up Rockbridge Investment Management, a $2.2bn ...

AI isn’t replacing junior fund analysts, but it is redefining what they do, with expertise in the technology becoming a minimum expectation for those in the role. AI tools already allow junior members ...

Pictet Alternative Advisors (PAA) has appointed Alexander Lukesch as head of multi-manager real estate. He succeeds Laurent ...

Modera CEO Tom Orecchio said his firm has increased dealmaking capacity and will continue to target sellers on the West Coast.