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SS&C Technologies Holdings has completed its acquisition of BDO Simpson Xavier Fund Administration Services Limited, in Dublin, Ireland.
September 9 -
Genworth Financial Wealth Management appointed former Citibank and Charles Schwab executive Myra Rothfeld as its chief marketing officer.
September 8 -
Broadridge has acquired Paladyne Systems, a provider of front-, middle- and back-office trading platforms for multiple asset classes, for $76.5 million. Paladyne also provides portfolio management tools, pricing and valuation applications, data warehousing and data aggregation and reporting.
September 8 -
Charles Schwab Advisor Services announced a new business, Schwab Intelligent Technologies, marking a milestone in the companys initiative to deliver integration solutions for registered investment advisors.
September 7 -
Opportunities are certain to be abundant for Sallie Krawcheck, the former president of global wealth and investment management at Bank of America Merrill Lynch who was shown the door in a Tuesday evening management shakeup. But can the same be said for the advisors left behind?
September 7 -
Allianz announced Tuesday it is rolling up its Allianz asset management division and PIMCO units into a new structure to be called Allianz Asset Management, effective Jan. 1.
September 6 -
Deloitte Consulting has promoted Elizabeth Krentzman from principal to head of its mutual fund practice, a new position at the firm that oversees its auditing, tax, financial advisory and consulting businesses for the fund industry.
September 6 -
Natixis Global Advisors has acquired a controlling interest in Darius Capital Partners, an investment advisor that offers a menu of third-party hedging strategies. These include Undertakings for the Collective Investment of Transferable Securities (UCITs), managed accounts, hedge funds, hedge fund replicators, funds-of-funds and alternative exchange-traded funds.
September 6 -
Morningstarhas promoted William Harding to head of manager research for its investment management division, a new position in which Harding will develop best practices in investment manager research and selecting.
September 5 -
The Bank of New York Mellon Corp., the world’s largest custodian bank, said late Wednesday said that Robert Kelly stepped down as chairman and chief executive officer due to differences with the bank’s directors over his management.
September 1
