The consolidation aims to create synergies in how the company serves independent RIAs and broker-dealers.
Vanguard’s product invests in corporate bonds; BlackRock’s three iShares funds focus on U.S. equities.
The 36 transactions top the previous high set in this year’s first quarter, says DeVoe & Co.
Several forces have created a “virtuous circle” of M&A activity, says Piper Sandler & Co.
Cabana’s target drawdown strategies, previously used in its SMAs, are now available via ETFs.
Altegris and Artivest merged in early 2018, but the two became decoupled after iCapital bought the latter this year.
The manager of a new active marijuana ETF believes he’s got the recipe for success in this space.
The pandemic has boosted the issuance of convertible bonds.
The semi-transparent products will mirror the investment strategies of the company's corresponding mutual funds.
Summit Wealth Advisors is Mercer Advisors’ sixth acquisition this year.
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