Raymond James Financial has reached an agreement to acquire Clark Capital Management, a Philadelphia-based asset manager that ...

Invesco Ltd. has signed a deal that will see CI Global Asset Management become the manager of the Invesco Canada family of ...

Clark Capital Management Group is set to join Raymond James’ multi-boutique channel, keeping its brand and leadership team in ...

Some financial advisors take a hands-on approach when it comes to managing client assets. While this is a great practice, the hands-on financial advisor could make better use of their time instead of ...

Rokos Capital Management paid £477mn in profits to its highest-paid partner in the year to March 2025, the largest amount ...

Asset managers allocate clients' assets across classes like cash, equities, and alternatives based on goals and risk. Asset management firms earn fees, typically 1% of assets under management, and may ...

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm with over 40 years of experience* providing market-leading, multi-family office services that ...

Financial advisors' basic asset location services are "one of the most powerful, yet often underutilized" strategies in portfolio management, a new Morningstar study found. And the placement of assets ...

CI Global Asset Management ("CI GAM") and Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, today announced an agreement under which CI GAM will acquire the management agreements ...

During March 2025, an institutional investor which includes Mackenzie mutual funds in its investment offerings made fund allocation changes resulting in redemptions of $144 million. Assets Under ...

The sources said that PGIM has appointed EY to provide advisory services for the potential sale of PGIM India Asset ...

Assets Under Management and Advisement (AUM&A) represents the consolidated AUM and AUA of IGM Financial's core businesses IG Wealth Management and Mackenzie Investments. In the Wealth Management ...