Surveys
26 February 2025

Wealth Managers Lag Behind Clients' Communications Needs – Avaloq Survey

Among some of the most eye-catching findings was that almost half of those wealth managers surveyed...

Surveys
26 February 2025

Global Investors Bullish On Fixed Income Hedge Funds – Survey

RBC BlueBay Asset Management has released a report entitled “Shifting Strategies: How...

New Products
26 February 2025

What’s New In Investments, Funds? – Schroders Greencoat, Firenze, Monument Bank, William Blair, Others

The latest news in investment offerings, financial products and other services relative to wealth...

Compliance
26 February 2025

Compliance Corner: Vistra, Luxembourg-Based Kroll Management Company Merge

The latest compliance news: regulatory developments, punishments, guidance, permissions and new...

M and A
26 February 2025

Canaccord Genuity Wraps Up BMI Acquisition

The transaction, which was originally announced last September, is part of a continued pattern of...