All articles by Satarupa Bhowmik
Satarupa Bhowmik
India’s Choice International gains SEBI nod for mutual fund business
The company will establish an Asset Management Company and a Trustee Company.
M&G initiates legal action against Royal London over risky investments
M&G is now seeking at least £27m in damages along with interest from Royal London.
MetLife signs deal to acquire asset manager PineBridge
The deal consideration includes $800m cash at closing, and another $400m contingent on future financial and earnout targets.
Pulse360 introduces Dynamic SmartFields to enhance advisor efficiency
The new offering allows advisors to integrate critical client data from third-party applications into client documents.
Edward Jones, Osaic, Cambridge to pay $8.2m restitution for excess charges
FINRA secured more than $9.5m in restitution for mutual fund customers across five companies.
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Focus partner firms Brownlie & Braden and Prairie Capital merge
The merger will provide Brownlie & Braden’s team with access to Prairie’s planning and investment resources.
BNP Paribas enters deal to acquire AXAInvestment Managers
The merger is set to create a ‘leading’ asset manager in Europe with €1.5tn in assets under management.
TA Associates to invest in New Zealand wealth manager Craigs
The current employee and director shareholders of Craigs will maintain a 50% ownership stake in the firm.
InvestCloud unveils private-markets account offering
Using InvestCloud’s APL platform, the PMA provides a centralised point for holding, and rebalancing alternative investments.
Orion enters deal to buy wealthtech Summit Wealth Systems
Summit CEO Reed Colley will join Orion as president of Orion Advisor Technology.