NPF Investment Advisors Introducing NPF Core Equity ETF Using Section 351 Conversion Approach NPF Investment Advisors, a Grand Rapids-based independent registered investment advisor and financial planning firm, announces plans to launch the NPF Core Equity Exchange Traded Fund (ETF). The…
Snowden Lane Partners Named to Barron’s Top 100 RIA Firms for 2025, Sixth Year in a Row Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, announced it has been included…
Equity Research Team with the Addition of Manuel Navas Piper Sandler Companies (NYSE: PIPR), a leading investment bank, is pleased to announce the addition of Manuel Navas as managing director and senior research analyst to the financial services equity research group. Navas will…
KBRA Issues Rating on FS KKR Capital Corp.’s $400 Million Senior Unsecured Notes, Due January 2031 KBRA assigns a rating of BBB to FS KKR Capital Corp.’s (NYSE: FSK or “the company”) $400 million, 6.125% senior unsecured notes due January…
Morgan Stanley Investment Management Launches Tax Forward Investing Center Morgan Stanley Investment Management (MSIM) announced today the introduction of its Tax Forward Investing Center, an online educational platform designed to demystify investment tax management. The first-of-its-kind Tax Forward Investing Center…
State Street Investment Management Forms Multi-Year Partnership with WNBA State Street Investment Management and the Women’s National Basketball Association (WNBA) today announced a multi-year partnership making State Street Investment Management and its SPY ETF the official investment management and exchange-traded fund (ETF) partner…
Voya Investment Management, the asset management business of Voya Financial, Inc. (NYSE: VOYA), announced today the distributions on the common shares of five of its closed-end funds: Voya Global Advantage and Premium Opportunity Fund (NYSE: IGA), Voya Global Equity Dividend…
Gateway Investment Advisers (“Gateway”), a pioneer in options-based investment strategies and affiliate of Natixis Investment Managers (“Natixis IM”), today announced the successful closing of its previously announced acquisition of the business of Belmont Capital Group (“Belmont”), a Los Angeles-based provider…
Altruist, the modern custodian transforming how financial advisors serve clients, announced the launch of Hazel, a powerful AI platform designed specifically for financial advisors. With this launch, Altruist delivers an intuitive tool that streamlines advisor productivity by drawing on deep…
Advisor360°, a leading provider of integrated technology for wealth management firms, was named the winner for Client Onboarding/New Account Opening at the 2025 WealthManagement.com Industry Awards (“The Wealthies”). “We’re honored to receive our third Wealthies Award for Digital Onboarding,” said Mike Fanning,…
Broadshore Capital Partners (“Broadshore”), a national real estate investment and advisory firm, announced today that its management team led by Brad Howe, the firm’s Chief Executive Officer, has acquired the majority ownership interest formerly held by The Guardian Life Insurance Company…
Pioneer Floating Rate Fund, Inc. (PHD) announced the results of its special meeting of stockholders initially scheduled to be held on July 17, 2025, and adjourned to August 13, 2025, August 20, 2025, August 22, 2025, and August 25, 2025.…
