Wealth
Northern Trust and CSC Target Digital Asset Infrastructure
Northern Trust and Commonwealth Superannuation Corporation (CSC) are formalizing a strategic effort to integrate tokenization and digital cash capabilities into institutional investment
Wealth
Morningstar and PitchBook Integrate with Google Gemini Enterprise
The integrity of generative AI in high-stakes finance depends entirely on the quality of the underlying data, a reality that is driving
Wealth
Multiplier Secures $6M Seed to Deploy AI Agent Harnesses
Multiplier is positioning itself as a specialized infrastructure layer for asset managers seeking to move beyond fragmented, off-the-shelf AI tools. The New
Wealth
Barings Appoints Brian Maute to Lead U.S. Wealth
Barings is aggressively targeting the growing demand for alternative assets within the U.S. wealth management sector by establishing a dedicated leadership
Wealth
Interactive Brokers and Daol Expand Korean Global Equity Access
Interactive Brokers (Nasdaq: IBKR) is targeting the South Korean retail and institutional market through a new strategic collaboration with Daol Investment &
Wealth
Saba Capital Targets Baillie Gifford US Growth Board
Saba Capital Management is attempting to force a liquidity event for shareholders of Baillie Gifford US Growth Trust PLC (USA) by challenging
Wealth
Main Management to Launch 351 Exchange ETF
Main Management is expanding its product suite by introducing a specialized tax-efficient vehicle for institutional and private wealth clients. The firm plans
Markets
BlackRock MuniAssets Fund Completes Over-Subscribed Rights Offering
BlackRock MuniAssets Fund, Inc. (MUA) is leveraging significant investor demand to expand its capital base through a successfully completed, over-subscribed rights offering.
Markets
State Street to Liquidate Three Specialized ETFs
State Street Investment Management is streamlining its exchange-traded fund portfolio by initiating the closure and liquidation of three specific investment products. This
Wealth
Cache Surpasses $2 Billion in Assets Under Management
Cache is scaling its concentrated-stock management platform at an accelerating rate, reporting that assets under management have surpassed the $2 billion threshold.
Wealth
Greycourt Appoints Mike Meehan as Chief Investment Officer
Greycourt LLC is strengthening its leadership structure to better serve ultra-high net worth families and family offices through a strategic talent acquisition.
Wealth
IronGate Joins Osaic with $367 Million in Assets
The ongoing migration of independent advisory teams from large broker-dealers to specialized wealth management platforms continues to gain momentum. IronGate Services, a
Wealth
Mercury Expands Treasury Access via Morgan Stanley and State Street
Mercury is attempting to capture a larger share of the corporate cash management market by integrating institutional-grade investment products directly into its
Fintech
Avenue Z AIVx Reports Reveal Fintech AI Search Concentration
The battle for visibility in the era of generative AI is rapidly consolidating around a handful of dominant financial players, according to
