Groupama Asset Management of New York, an investment management firm, will launch its first mutual fund, a large-cap growth fund, to gain a broader U.S. customer base for the company. The fund, to be called the GAMNA Focus Fund, is in registration with the SEC. Groupama Asset Management is a division of the French insurance conglomerate Groupama.
Despite a slowdown in advisor recruitment from the first half of the year, Stifel managed to achieve record revenue for the third quarter.
Dynasty Financial Partners' investment bank joins Diamond Consultants to help departing teams vet transition options, whether that's joining another wirehouse, selling to an RIA aggregator or starting their own business.
As Financial Planning's AI Readiness Survey showed, most advisors aren't concerned about their own jobs. But others aren't so sure.
Drew Lunt, founder of Scratch Capital in Boise, Idaho, still uses Black Diamond for his portfolio accounting needs, but as his client base expands to more affluent, complicated clients, he has looked outside the industry for solutions.
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More seniors than ever are choosing Medicare Advantage, but the growth isn't universal. In some states, most still prefer original Medicare, according to a recent SmartAsset study.
