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M&A

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  • It looks like Nationwide Mutual Insurance Company will have its day in court come January 2014 to defend itself against a mutual fund lawsuit.

    July 5
  • BlackRock this week finalized its buy of Credit Suisse's exchange traded funds business, in a move that makes BlackRock's iShares platform the largest in the region.

    July 5
  • Acquisitions are on the mind ofJeff Montgomery, who took over the helm of AFAM Capital at the height of the financial crisis in 2008.

    July 3
  • Asset management deal activity rose during the first four months of 2013 over the same period in 2012, according to a new report by Freeman & Co.

    July 2
  • Broadridge Financial Solutions has agreed to acquire Bonaire Software Solutions, a provider of fee calculation, billing, and revenue and expense management solutions for asset managers including institutional asset managers, wealth managers, mutual funds, bank trusts, hedge funds and capital markets firms.

    June 29
  • Broadridge Financial Solutions has agreed to acquire Bonaire Software Solutions, a provider of fee calculation, billing, and revenue and expense management solutions for asset managers including institutional asset managers, wealth managers, mutual funds, bank trusts, hedge funds and capital markets firms.

    June 26
  • Franklin Buys Remaining Stake in Alt Shop

    June 21
  • Franklin Resources has acquired the remaining 80% stake of alternative investments specialist Pelagos Capital Management.

    June 17
  • One year after the "untimely" death of Richard Aster, founder of Larkspur, Calif.-based Aster Capital Investment Management, the investment advisor is selling off its assets.

    June 9
  • ING U.S. announced last week that the underwriters in its initial public offering have exercised their overallotment option to purchase approximately 9.8 million additional shares of ING U.S. from ING Group at the IPO price of $19.50 per share.

    June 4
  • One year after the “untimely” death of Richard Aster, founder of Larkspur, Ca.-based Aster Capital Investment Management, the investment advisor is selling off its assets.

    June 3
  • Henderson Global Investors' foray into the US market began at an inopportune time: It launched its first three funds on August 31, 2001, days before the September 11 attacks.

    May 31
  • T. Rowe Price is selling off its subsidiary, T. Rowe Price Savings Bank, to Jacob Safra for some $24 million in cash, the firm revealed today in a filing.

    May 30
  • Aberdeen Asset Management last week wrapped up its acquisition of Artio Global Investors, a U.S. publicly-listed asset manager, effective May 21.

    May 24
  • Henderson Global Investors' foray into the US market began at an inopportune time: It launched its first three funds on August 31, 2001, days before the September 11 attacks.

    May 24
  • Aberdeen Asset Management PLC wrapped up its acquisition of Artio Global Investors, a U.S. publicly-listed asset manager, effective May 21.

    May 22
  • VTL Associates, an independent investment advisory and consulting firm based in Philadelphia, has received an infusion of capital from Chinese venture capital firm, Suzhou Industrial Park Kaida Venture Capital.

    May 21
  • T. Rowe Price Group has no immediate plans to begin offering active exchange-traded funds, the Baltimore Business Journal reports.

    April 26
  • Franklin Templeton has struck a deal to acquire a $1.1 billion investment management firm in Mexico.

    April 23
  • Nationwide Financial has finalized its adoption of the Thompson, Siegel & Walmsley LLC (TS&W) Fixed Income Portfolio after shareholders gave the thumbs up earlier this month.

    April 22