The business of supplying data and information for banks, wealth and asset managers, insurers and brokers is intensifying. The organizations have announced a $44 billion merger deal.
The transaction is CI Financial's 10th direct US deal this year and when other affiliates are taken into account, its 13th. The agreement is part of a wider M&A phenomenon that is affecting the US registered investment advisor market.
The US partner in the deal owns Forbes Family Trust and groups such as LGL Partners and Optima Fund Management. The transaction is an example of the kind of M&A activity happening around the world in a sector looking for more scale.
This news service talks to Northern Trust about the kind of complexities arising when business owners and their spouses break up, and the sort of structures and methods that can be used to make the process less painful and disruptive than it needs to be.
There are reasons to be optimistic about transplantating the private foundation to the common law world. As international financial centre law gets more complex, foundations must be a part of the landscape, the ...
The measures - while they may be overturned by a future US President - demonstrate the kind of protectionist pushback against China that has been going on for the past few years. The changes could restrict inves...
The latest compliance news: regulatory developments, punishments, guidance, permissions and new product and service offerings. ...
The transaction is CI Financial's 10th direct US deal this year and when other affiliates are taken into account, its 13th. The agreement is part of a wider M&A phenomenon that is affecting the US registered inv...
The latest wealth management transactions in North America. ...
This is the sixth edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...
How can families adjust to making a fortune without bending normal relationships out of shape and retaining drive and ambition, such as with children. This news service talks to Jennifer Risher, author of We Nee...
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Regulations over how private investments can be offered into the market have been adjusted by the Securities and Exchange Commission. The author of this article examines the changes in detail. The detail here is...
This is the fifth edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...
In this video, we discuss the kind of workload US wealth managers must contend with in the days ahead of the US elections on Tuesday next week. ...