Affordable housing and natural capital offer compelling real asset investment cases, writes the head of client capital, UK, ...

Mercer has reached an agreement to acquire Secor Asset Management for an undisclosed amount. The transaction is expected to close in the second quarter of 2025, subject to regulatory approvals and ...

WealthPlan Investment Management LLC increased its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.2% in the 4th ...

WealthPlan Investment Management LLC decreased its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 6.6% ...

Mercer has reached an agreement to acquire SECOR Asset Management, a global provider of bespoke strategic and portfolio solutions.

Klay, a global boutique financial services firm specializing in wealth management, multi-family office, corporate advisory ...

Founded in 2010 by Tony Kao and Ray Iwanowski, SECOR offers large global institutional investors investment advisory, risk ...

The company's total leverage manageable. As of December 2024, Stifel had a 11.4% Tier 1 leverage ratio compared with management's previously stated target of 10%, implying that the firm is carrying ...

The expense ratio of the Vanguard S&P 500 ETF is just 0.03%, a lower fee compared with the SPDR S&P 500 ETF Trust. The SPDR fund has an expense ratio of 0.0945%, according to data on the website of ...

Quantum computing company IonQ Inc. (IONQ) saw its shares drop more than 11% on Tuesday following the release of two money manager’s most recent 13F filings. A 13F filing details quarterly equity ...

There are many different types of investors and investing styles. Here's what you need to know if you're getting started.

Individual investors have become the most bearish since 2023, while risk appetite is rising among institutional fund managers ...