30 Financial Services IT Influencers to Follow in 2022
Few industries have been more impacted by digital transformation in recent years than financial services.…
Monthly Archives: April, 2022
FIRST BUSINESS FINANCIAL SERVICES, INC. Management’s Discussion and Analysis of Financial Condition and Results of Operations (Form 10-Q)
General Unless otherwise stated or unless the context otherwise requires, all references in this report…
LaSalle Investment Management buys $97 million logistics asset
Bellingham Distribution Center. Image courtesy of LaSalle Investment Management LaSalle Portfolio Management expanded its logistics…
JM Financial Elevates Sonia Dasgupta to CEO of Investment Banking
She succeeds Adi Patel and Atul Mehra who have been co-heads of investment banking activities…
Vccircle | Subscription
1 year Billed annually at 4699 ₹ 392 / month 2 years Billed annually at…
investment banking: JM Financial appoints Sonia Dasgupta as CEO of the investment banking business
JM Financial has elevated one of its most senior executives, Sonia Dasgupta, to the post…
Activist investor Elliott Investment Management seeks change at Suncor Energy
One of North America’s most aggressive activist investors has set its sights on Suncor Energy…
Upcoming Tax and Financial Services Week, April 25 | Brownstein Hyatt Farber Schreck
Introduction The House and Senate will meet again Tuesday at 2:00 p.m. and Monday at…
CFPB Director Testifies Before House Financial Services Committee
Rohit Chopra, director of the Consumer Financial Protection Bureau Rohit Chopra, director of the Consumer…
Sikich Investment Banking advises Blake Austin College on the sale to Brent L. Mills, Inc.
CHICAGO, April 28, 2022 /PRNewswire/ — Brent L. MillsInc. (“BMI”) recently acquired Blake Austin Collegea…
6 Insightful Unified Communications in Financial Services Case Studies to Read in 2022
Financial services companies haven’t always been at the forefront of the technology landscape. Adopting new…
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Rob Carrick’s 2022 ETF Buyer’s Guide: Best Asset Allocation Funds
A basic rule of investing has been turned upside down in 2022: portfolios suffer because…
Elliott Investment Management seeks change to Suncor Energy board
CALGARY- Activist investor Elliott Investment Management is calling for changes to Suncor Energy Inc.’s board…
New York Financial Services Cryptocurrency Regulation BitLicense
Last January, Adrienne A. Harris was confirmed as Superintendent of the New York Department of…
Activist investor Elliott Investment Management seeks change at Suncor Energy | national company
CALGARY — One of North America’s most aggressive activist investors has set its sights on…
Report Reveals Significant Change in Asset Allocation
State Street Corporation and the International Sovereign Wealth Funds Forum (IFSWF), a global network of…
Cybersecurity in the financial services sector
By Alfredo Rubina, Vice President of Financial Services at SoftServera digital consultancy and advisory firm…
DailyPay Joins Leading Financial Services Companies, Advocacy Groups, and Nonprofits in Effort for Presidential Commission to Develop Financial Inclusion Strategy in the United States
NEW YORK, April 27, 2022 /PRNewswire/ — DailyPay, a leading technology company on a mission…
DigitalBridge to Acquire AMP Capital’s Global Infrastructure Equity Investment Management Business
Acquisition to enhance DigitalBridge’s capabilities in the complementary mid-market segmentThe transaction will be immediately accretive…
Denise Man named Chief Technology Officer of Alberta Investment Management Corporation
“To generate strong and stable returns for our clients, AIMCo must stay at the forefront…
Troutman Pepper Consumer Financial Services COVID-19 Weekly Bulletin – April 2022 #4 | Troutman pepper
Like most industries today, consumer credit services businesses continue to be significantly impacted by COVID-19.…
Asset Allocation Advisory Market Size, Outlook and Forecast
New Jersey, United States – the Asset Allocation Advisory Market The research report offers comprehensive…
Investment Management Software Market To Reach Good Valuation, As Shown In New Report | Broadridge Investment Accounting, Portfolio Shop, EFront Financial Solutions
Investment management software helps investment firms and fund managers streamline their operations and make better…
Goal Investment Management Announces Launch of Credit Fund, MetLife Investment Leads the Way for Growth
SAN DIEGO, April 26, 2022 /PRNewswire/ — Goal Investment Management, a San Diego, announces the…
UBS investment banking fees drop 30% as transactions slow
UBS’s investment banking fees fell 30% in the first quarter as the impact of Russia’s…
This multi-asset allocation fund has recorded returns of 70.78% in 2 years, should you invest?
Tata Multi-Asset Opportunities Fund – Direct Plan-Growth It is a hybrid multi-asset allocation fund launched…
Achieve efficient asset allocation
If you are from an area that has good monsoons, you would know how annoying…
The Challenges of Tactical Asset Allocation
If this happens, it is likely that central authorities will undo quantitative easing (QE) and…
UAE among top global markets with highest confidence in financial services industry
The figures were published in the CFA Institute’s ‘Enhancing Investors’ Trust – the 2022 CFA…
Manulife Investment Management launches US mid-cap equity funds sub-advised by Mawer Investment Management Ltd.
CAD unless otherwise specified TSX/NYSE/PSE: MFC SEHK: 945TORONTO, April 25, 2022 /CNW/ – Manulife Investment…
Storage Ventures, a Vertically Integrated Real Estate Investment Management Platform, Acquires Storage Station in Concord, New Hampshire
The asset comprises approximately 37,000 square feet and marks the company’s second acquisition in the…
CFPB blog suggests extending FDCPA to commercial collections – Financial Services
Brownstein Hyatt Farber Schreck, LLP April 25, 2022 Brownstein Hyatt Farber Schreck, LLP…
“Those who are less invested in the markets can now opt for asset allocation”: Kalpen Parekh of DSP MF
Markets have been quite volatile this year. But investors who reacted to every rise or…
These 3 Dynamic Asset Allocation Funds Have Returned Over 52% In 3 Years
HDFC Balanced Advantage Fund – Direct Plan – Growth This Dynamic Asset Allocation FCP was…
Benjamin F. Edwards Investment Banking Executive Team Expands | News
ST. LOUIS, April 22, 2022 /PRNewswire/ — Benjamin F. Edwards has announced the hiring of…
Benjamin F. Edwards Investment Banking Leadership Team Expands
ST. LOUIS, April 22, 2022 /PRNewswire/ — Benjamin F. Edwards has announced the hiring of…
INVESTMENT LINE: OUR CURRENT THINKING ON ASSET ALLOCATION – APRIL 2022
No change in positioning this month – our cautious approach to the markets seems more…
Investment management platform FundGuard lands $40M Series B round
Investment management platform FundGuard has raised $40 million in a Series B funding round. John…
Israeli investment management platform FundGuard raises $40 million
Israeli fintech firm FundGuard has announced the closing of a $40 million Series B funding…
AXA Investment Management division creates new role to lead growth in North America
Global alternative investment firm AXA IM Alts is looking to grow its presence in North…
Fintech partnership will offer loans and financial services to cannabis operators – New Cannabis Ventures
Bespoke Financial and PayQwick Launch Fintech Partnership Serving Cannabis Operators and Banks Partnership will provide…
Portage Point taps Lazard veteran to build middle-market investment banking practice
CHICAGO, April 21, 2022 /PRNewswire/ — Portage Point Partners, LLC (Portage Point), a business advisory,…
Tips for managing fatigue on the farm
Fatigue can cause significant safety issues in all industries, and agriculture is no exception. “Farm…
Cisco: Accelerate and Simplify Hybrid Cloud Operations for Financial Services Companies
This is the first blog in a series focused on digital innovations in the financial…
Old West Investment Management Q1 2022 Letter to Investors
Moments/E+ via Getty Images Dear investor, The first quarter of 2022 could be described as…
This bank just launched a suite of financial services for the cannabis industry – New Cannabis Ventures
West Town Bank & Trust launches dedicated cannabis banking program The program aims to make…
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Dallas-based financial services firm GWG Holdings files for bankruptcy
Dallas financial services company GWG Holdings Inc. and two of its subsidiaries filed for bankruptcy…
Report on the state of financial services breaches in Australia
It has been six months since the new mandatory breach reporting requirements were implemented in…
Asset Allocation Advisory Market Size, Scope and Forecast
New Jersey, United States – This Asset Allocation Advisory Market The report provides a comprehensive…
Investment Management Platform FundGuard Closes $40M Series B Funding | News
Citi and State Street join initial investors to pilot FundGuard’s AI and cloud global asset…
Arcline Investment Management acquires Meritec Inc.
First acquisition in the planned specialized interconnection platformPAINESVILLE, Ohio, April 19, 2022 /PRNewswire/ — Arcline…
Maine pension plan considers change in asset allocation
The Maine Public Employees Retirement System seeks to reduce risky assets and increase those that…
Sending a Message: CFPB Accusations Against TransUnion – Financial Services
For months, Director Rohit Chopra has warned that the Consumer Financial Protection Bureau (the “Bureau”)…
Global investment banking fees drop 31% to lowest level in two years
Investment banking fees hit $28.1 billion in the first quarter of 2022, down 31% from…
Virginia Enacts Merchant Cash Advance Registration and Disclosure Act – Financial Services
To print this article, all you need to do is be registered or log in…
Financial Services Cyber Security Market SWOT Analysis by Size, Status and Forecast to 2022-2028
The latest survey of Financial Services Cybersecurity Market is conducted to provide performance analysis of…
This one-year multi-asset allocation fund gave average returns of 14.92%
Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive – Direct Plan-Growth This multi-asset…
Dismal investment banking will hurt BofA’s Q1 earnings (BAC)
The investment banking (“IB”) business, one of the main sources of revenue for Bank of…
70/30 versus 80/20 asset allocation: which is better?
SmartAsset: 70/30 vs. 80/20 Asset AllocationChoosing the right asset allocation is important for managing portfolio…
Decacorn Brex expands into financial services and makes DoorDash a new customer
Digital bank Fintech Brex diversifies in its biggest expansion since launching in 2018. Meet Brex…
Which is best for you?
SmartAsset: 60/40 vs. 70/30 Asset Allocation:The right asset allocation is essential to your financial success.…
MetLife Investment Management provides $200 million to phase out NJ’s coal plants
MetLife Investment Management, based in Whippany, announced April 13 that it was the sole lender…
Schwartz & Co. in Bloomfield Hills relaunches its investment banking group
Schwartz & Co. of Bloomfield Hills has announced that it has relaunched its investment banking…
CBRE Investment Management buys Minnesota community
Minnesota Skyline. Photo by Nicole Geri on Unsplash CBRE Investment Management acquired a luxury multi-family…
The latest industry to suffer from labor shortages: Investment banking
After a dismal decade, bankers on all sides had reason to be happy last year.…
Cancelliere claims McCrea Financial Services Warrior of the Month
The Argentine wins the club’s monthly prize after his inaugural nomination for the prize, winning…
Bridgepoint Investment Banking arranges preferred shares for acquisition of Cook Properties portfolio
Rochester, NY –News Direct– Bridgepoint Investment BankingBridgepoint Investment Banking (“Bridgepoint”) acted as arranger of financing…
MetLife Investment Management closes $1.6 billion private equity fund
MetLife Investment Management, based in Whippany, announced on April 12 the launch of a private…
MetLife Investment Management Europe Receives License from the Central Bank of Ireland to Manage and Market Investment Strategies in the European Economic Area
WHIPPANY, NJ, April 11, 2022–(BUSINESS WIRE)–MetLife Investment Management (MIM), the institutional asset management business of…
How to break gender bias? – Financial services
April 11, 2022 Morrison & Foerster LLP To print this article, all you…
More companies join diversity initiative for investment management industry
Victorian Funds Management Corporation (VFMC) and CFA Societies Australia have become the latest companies to…
A TFSA asset allocation error with a return of $0 by The Motley Fool
© Reuters. A TFSA asset allocation error with a return of $0 The Tax-Free Savings…
A TFSA asset allocation error with a return of $0
Image source: Getty Images The Tax-Free Savings Account (TFSA) is the best investment vehicle for…
Sustainable Lab receives award from Nikkei × Japan Financial Services Agency at Fintech Summit 2022
As all business and investment decisions become ESG-driven in the future, we will continue to…
Cybersecurity in Financial Services: Poor Password Hygiene, Shadow IT
(Photo: Shutterstock) The pandemic has changed the nature of the workforce and employers are failing…
Improving mental health in financial services: is it just a matter of culture change?
(Photo: Shutterstock) The financial services industry is realizing that it is facing a mental health…
Nonprofit Organization Run by Ohio State Alumni Provides Financial Services to Columbus Community | Lantern
Ascent Microfinance, originally founded by Ohio State engineering and business students, aims to provide financial…
Blantyre vendors applaud NBM Plc for introducing digital financial services
The Blantyre Vendors Association has applauded one of the country’s leading banks, the National Bank…
CBRE Global Real Estate Income Fund: Investment Management and NN Group launch venture to invest in sustainable residential real estate in the Netherlands
CBRE Investment Management and NN Group, an international financial services company, announce the launch of…
Why should you add dynamic asset allocation funds to your portfolio?
A unique fund with a double benefit The main feature of this fund is its…
Ex-Citi Trio Launches Crypto Investment Management Company
advertisement A trio of former Citi executives have formed a new crypto-dedicated investment management firm…
ImaliPay secures $3 million to bring financial services to underserved workers across Africa – TechCrunch
The gig economy is experiencing strong growth in Africa. Yet all this growth has not…
Investment Management Software Market 2022 | Outlook, Top Companies, Growth by Region, Trends and Forecasts to 2026Broadridge Investment Accounting, Portfolio Shop, EFront Financial Solutions
Investment management software helps investment firms and fund managers simplify their operations and make better…
Personnel Change: CBRE Investment Management Appoints Patterson as Portfolio Director | News
Stack Infrastructure, BentallGreenOak, Tritax Group, MORhomes, Europa Capital, Howard de Walden Estate, KanAm, DJE Kapital,…
Ambreen, Investment Bank | Morgan Stanley
After three years in the Investment Banking division, Ambreen can easily identify her favorite deal…
Ambreen, Investment Bank | Morgan Stanley
After three years in the Investment Banking division, Ambreen can easily identify her favorite deal…
Global Asset Allocation Team Market Update – April 2022 – Fiera Capital Corporation
General | April 6, 2022 Sentiment remained fragile in March as the Russian-Ukrainian war continued…
HYPR Doubles Annual Recurring Revenue and Accelerates Customer Adoption of Financial Services
HYPR NEW YORK (WEB PR) 06 April 2022 HYPR, the passwordless society™, today announced…
Vistaar Financial Services Private Limited raised Rs.150 Crs from Bank of Baroda
Bangalore, Karnataka, India: MSME-focused lender based in Bengaluru Vistaar Financial Services Private Limited (“Vistaar…
How to Break into Investment Banking as a Non-Financial Student
I wanted to share my latest alumni conversation with Flavia Gaspar, a Durham University student…
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A deal with a fund manager distorts asset allocation
Australian dollars are seen in an illustrative photo February 8, 2018. REUTERS/Daniel Munoz – RC13EB5B3C00Join…
MetLife Investment Management Achieves Record $109.8 Billion in Gross Commercial Real Estate Assets Under Management in 2021
MetLife Investment Management (MIM), the institutional asset management business of MetLife, Inc. (NYSE: MET), today…
Voice of the Industry: Global Asset Allocation
Market perspective Global economic growth is expected to slow during the year, but remains above…
Asset Allocation Update: Recession Portfolio
Due to popular demand, we produce a monthly update on our asset allocation outlook. In…
Asset Allocation Highlights – Running to Catch Inflation
Portfolio shares In early March, we increased our short duration in the US after bond…
Guggenheim Securities expands its technology investment bank
NEW YORK, April 05, 2022 (GLOBE NEWSWIRE) — Guggenheim Securities, the investment banking and capital…
India’s investment banking fees in January-March quarter fall to lowest since 2016: Refinitiv
Bombay : Investment banking activities in India generated $179.7 million in the first quarter of…
HEAL Partners Announces Strategic Relationship with Elliott Investment Management and Launches US$500 Million Growth Fund II – Heavily Oversubscribed Fund I Closes
SYDNEY, April 05, 2022–(BUSINESS WIRE)–HEAL Partners, a global growth and tracking fund based in Australia…
The Role of Big Data in Investment Management
Big data primarily influences investment management via return forecasts, volatility forecasts, market valuations and excess…
Private equity and investment management fuel strong year of rebound for Schulte
Schulte Roth & Zabel came back well from a down year in 2020 to post…