Newsroom | 18135 results

Sorted by: Latest

Asset Management
-

State Street Corporation (NYSE: STT) Announces Date for Release of Second-Quarter 2025 Financial Results and Conference Call Webcast

BOSTON--(BUSINESS WIRE)--State Street Corporation (NYSE: STT) plans to announce its second-quarter 2025 financial results on Tuesday, July 15, 2025 at approximately 7:30 a.m. ET. A conference call to review the firm’s financial results will be held at 12:00 p.m. ET. The conference call will be accessible via audio webcast on State Street’s Investor Relations website, http://investors.statestreet.com, or by telephone at (+1) 805 309 0220 (Participant Passcode: 1408453#). Materials will be availa...
-

Madison Dearborn Partners to Acquire Significant Ownership Position in NextGen Healthcare

CHICAGO & SAN FRANCISCO & REMOTE-FIRST COMPANY--(BUSINESS WIRE)--Madison Dearborn Partners to Acquire Significant Ownership Position in NextGen Healthcare...
-

Equity Methods Partners with HGGC, Unlocking Next Phase of Growth

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Equity Methods, a top-rated provider of valuation, financial reporting, and human resources advisory services related to equity compensation and other complex securities, announced that Palo Alto-based private equity group HGGC has acquired majority ownership of the firm from Montage Partners on April 28, 2025. HGGC, a values-driven, partnership-focused middle-market private equity firm with over $8 billion of cumulative capital commitments, will provide Equi...
-

MetLife Investment Management Announces Driscoll Retirement; Funk Named Interim President

WHIPPANY, N.J.--(BUSINESS WIRE)--MetLife Investment Management (MIM), the institutional asset management business of MetLife, Inc. (NYSE: MET), today announced that after a distinguished career spanning decades in the asset management industry, including eight years at MIM, Jude Driscoll will be retiring from the company, effective May 2. Brian Funk has been appointed as MIM’s interim president. Throughout his tenure, Driscoll played a critical role in advancing MIM’s strategic priorities, buil...
-

Matthew Santangelo Joins Lorenz Private Trustees of New Hampshire

PORTSMOUTH, N.H.--(BUSINESS WIRE)--Lorenz Private Trustees is pleased to announce the appointment of Matthew Santangelo as the second Private Trustee located in our Portsmouth, New Hampshire office. With his extensive experience and a distinguished career in fiduciary services, Matt brings a wealth of expertise that will enhance our team and the services that we provide to our clients. In his new role as Private Trustee, Matt will be serving as a professional, individual trustee and will be par...
-

Marsh McLennan’s Mercer Completes Acquisition of SECOR Asset Management

NEW YORK--(BUSINESS WIRE)--Mercer, a business of Marsh McLennan (NYSE: MMC) and a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people, today announced the completion of its previously announced acquisition of SECOR Asset Management. Terms of the transaction were not disclosed. SECOR serves the complex needs of institutional investors, with a range of end-to-end portfolio solutions, including i...
-

Franklin Resources, Inc. Announces Second Quarter Results

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Resources, Inc. (the “Company”) [NYSE: BEN] today announced net income1 of $151.4 million or $0.26 per diluted share for the quarter ended March 31, 2025, as compared to $163.6 million or $0.29 per diluted share for the previous quarter, and $124.2 million or $0.23 per diluted share for the quarter ended March 31, 2024. Operating income was $145.6 million for the quarter ended March 31, 2025, as compared to $219.0 million for the previous quarter and...
-

AlTi Tiedemann Global Closes Previously Announced Kontora Acquisition

NEW YORK--(BUSINESS WIRE)--AlTi Global, Inc. (NASDAQ: ALTI), (“AlTi” or the “Company”), a leading independent global wealth manager with over $76 billion in combined assets, today announced that it completed the previously disclosed acquisition of Kontora on April 30, 2025. Kontora is a multi-family office and asset management company headquartered in Hamburg, Germany focused on UHNW families, entrepreneurs and select institutions, with assets under advisement and management of approximately Є1...
-

Regan Capital Launches the Regan Fixed Rate MBS ETF (NYSE: MBSX)

DALLAS--(BUSINESS WIRE)--Regan Capital, an investment firm with approximately $2.6 billion in assets under management, today announced the launch of the Regan Fixed Rate MBS ETF (NYSE: MBSX), an actively managed exchange-traded fund that invests primarily in fixed rate Agency Residential Mortgage-Backed Securities (RMBS). Agency RMBS typically offer higher yields than Treasury bonds without significant additional risk, since Agency RMBS are backed by government sponsored entities, such as Fanni...
-

Piper Sandler Companies Reports First Quarter 2025 Results; Declares Quarterly Dividend of $0.65 Per Share

MINNEAPOLIS--(BUSINESS WIRE)--The complete earnings release can be found on the firm's website at pipersandler.com/earnings...