Capital markets

Bailard appointed Sonya Thadhani Mughal under a succession plan and a series of moves unveiled by the wealth and fund company.

The TIFIN group owns 10 companies building software for individual aspects of the wealth and asset management industry.

Investors betting on a post-pandemic world are sending cash to riskier companies acutely sensitive to the economic cycle.

While its investment strategy may be relatively immovable, the Austin, Texas-based firm has accepted that its approach may need to move with the times.

An interactive dialogue with Founder and CEO of NorthOne on the fintech industry, the growing needs of challenger banks, and the future of SMB banking.

The former CFTC chair is expected to face intense pressure from progressive Democrats in his new role, many of whom want him to promptly toughen oversight.

Investors are pouring money into U.S. listed products as stocks continue to reach all-time highs and the economic recovery heats up.

The acquisition will add $124 billion of European AUM and give Ameriprise access to the Canadian bank’s ESG strategies. It will also initiate a distribution relationship with the Bank of Montreal’s North American wealth management business.

Clients poured about $1.25 billion into the fund in its first day of trading.

The 20 mutual funds in this ranking outpaced broader markets over the past year with an average gain of more than 68%.

The data aggregator, whose planned merger with Visa was called off in January, intends to use the funds to accelerate its global expansion.

Selective bets on undervalued stocks are paying off as unloved value and cyclical strategies fall into favor.

The funding round will be led by Altimeter Capital, according to people familiar with the matter.

Stocks can take a hit when rates rise on corporations and individuals, a BTIG strategist writes.

Everything from corporate earnings and inflation expectations to valuation gaps suggest the market rotation has only just begun.

The changes mark a new phase in the tug-of-war between the structures.

Large U.S. banks are directing their venture capital dollars to fintechs in capital markets, wealth management and "future-proofing."

Some money managers warn that the optimism is unsustainable as a successful vaccine rollout doesn’t necessarily equate to the return of pre-pandemic life.

The moves come just one day after BlackRock announced reductions on $7.6 billion of its style funds.

The 20 funds in this ranking shed more than $793 billion over the period.