-
As chief research strategist and portfolio manager at AlphaSimplex, Kathryn Kaminski is involved in the oversight of $6 billion in investment products.
May 1 -
With an eye on a future sale, the $48B RIA wants to build enterprise value.
May 1 -
Amid all available career paths, “I think [asset management] just found me," said Julie Genjac, managing director of strategic markets at Hartford Funds.
May 1 -
Michael Arougheti says the move his firm took last year has already boosted stock liquidity and expects it will lure more investors to alternatives.
May 1 -
The Invesco QQQ Trust dropped as much as 0.6% after Google’s parent company reported first-quarter sales below Wall Street estimates.
April 30 -
The firm joins a growing roster of asset managers taking advantage of new tax breaks for investing in low-income communities.
April 30 -
CEO Walt Bettinger says advisors tell him they aren’t worried about the new pricing model.
April 29 -
The discussions, which have since been abandoned, centered on a REIT with a market value of $2 billion, according to people familiar with the matter.
April 29 -
The allegation was laid out in an SEC order, which hit a U.S. unit of the firm with a $500,000 penalty.
April 26 -
The firm is looking at a range of “different opportunities” for potential wealth management deals, CEO Jim Cracchiolo says.
April 25