SEC seeks public comment on ways to harmonize exemptions for private securities offerings by Released | Jun 19, 2019 The Securities and Exchange Commission has requested public comment on ways to simplify, harmonize and improve the exempt-offering framework to expand investment opportunities while maintaining appropriate investor protections and to promote capital formation.
Investors, advisers anticipate market volatility within the next 12 months, study finds by Kali Persall | Jun 18, 2019 Nationwide has released its Fifth Annual Advisor Authority Study, the latest in a series of special reports that will run through 2020.
Wells Fargo: 10-year economic expansion not over, all avenues require careful assessment by Released | Jun 18, 2019 The current 10-year economic expansion is not over, and all avenues for investors to consider will require careful assessment, according to the “2019 Midyear Outlook Eyes Forward: Opportunities and Challenges” report by Wells Fargo Investment Institute.
Fintech startup Tally raises $50m to automate finances by Released | Jun 18, 2019 Tally, a financial automation company, has received $50 million in Series C funding led by Andreessen Horowitz, bringing its total amount raised to $92 million.
MAI Capital Management acquires MTX Wealth Management by Released | Jun 17, 2019 MAI Capital Management has acquired MTX Wealth Management.
Billionaire buys auction house for $3.7b by Andrea Zander | Jun 17, 2019 Sotheby’s, one of the world’s largest brokers of fine and decorative art, jewelry, real estate and collectibles, has accepted a merger from telecommunications billionaire and art collector Patrick Drahi.
PPB Capital Partners forms partnership with Gondola Capital by Released | Jun 17, 2019 PPB Capital Partners has formed a partnership with Gondola Capital.
Goldman Sachs to combine four units worth $140b in total assets by Andrea Zander | Jun 17, 2019 Goldman Sachs has plans to merge four separate private-investment groups into one unit in an attempt to generate steadier income and make itself more attractive to investors, reported The Wall Street Journal, citing people familiar with the matter.
Family offices move into private investments by Released | Jun 13, 2019 Family offices are continuing to move into private investments with a third of overall portfolios allocated to private equity (17 percent) and real assets (16 percent).
Line Corp. looks to bolster platform through fintech investments by Kali Persall | Jun 12, 2019 Line Corporation, a Japan-based mobile messaging platform, could break even within one-to-two years due to hefty investments in the fintech sector, according to Bloomberg.
Featured Event 2019 Editorial Advisory Board Meeting – Real Assets Adviser The 2019 meeting of the Editorial Advisory Board for Real Assets Adviser magazine is an…