News, Comment & Analysis results for Archive

Financial Results
October 14, 2022

Falling Markets Take BlackRock's AuM Under $8 Trillion Mark

Shares in the world's largest asset manager have fallen this year. Figures yesterday showed

Asset Management
October 14, 2022

Competition Intensifies As Asset Management Sector Inflows To Decelerate – Study

The report from the US-based firm said asset inflows will expand by $18 trillion over the next

Alt Investments
October 14, 2022

CAIS Lands Pact With $57 Billion-Plus Aggregator Business

The development of businesses such as CAIS has a common theme of widening and speeding up access to

People Moves
October 13, 2022

Who's Moving Where In Wealth Management? – Raymond James, Journey Strategic Wealth

The latest senior moves in the North American wealth management sector.

Compliance
October 13, 2022

Switzerland's Leonteq Refutes Claims Over Transactions; Shares Fall

The Swiss firm said it "strongly refutes" allegations about its two products and its reporting of

M and A
October 13, 2022

Private Markets Big-Hitter Makes Another Insurance Play

The agreement comes as wealth managers are continually urged to allocate investments to the private

Alt Investments
October 13, 2022

Bond Market Hiatus Prompts Switch To Private Debt Funds – Preqin

The figures highlight the strong trend toward private investment assets in contrast to more

Compliance
October 13, 2022

Financial Institutions Mishandle KYC, Client Management Tasks – Fenergo

Onboarding clients efficiently in ways that maintain standards without causing heavy costs and

Strategy
October 12, 2022

SEI Realigns Asset Management, Other Business Units

The businesses including private wealth management will be affected by the change to the structure,

New Office
October 12, 2022

Moneta Launches Office In Chicago, Widens Footprint

The US wealth manager, which is headquartered in St Louis, has already added offices in a number of

Comment & Analysis results for Archive