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.…
MetLife Investment Management (MIM), the institutional asset management business of MetLife, Inc. (NYSE: MET), today announced that it has named Geert Henckens global head of Private Fixed Income. Henckens will expand his role to lead teams that originate and manage…
Northern Trust (Nasdaq: NTRS) today announced the continuation of its comprehensive asset servicing relationship with Morningstar Investment Management, supporting nine multi-managed registered mutual funds with approximately $5 billion in assets under management. The renewed mandate spans a range of investment…
KBRA assigns preliminary ratings to notes issued by BasePoint MCA Securitization II LLC (the “Issuer”). BasePoint MCA Securitization II LLC will issue three classes of Series 2025-1 Notes totaling $102 million. BasePoint Capital LLC (“BasePoint” or the “Company”), a wholly-owned…
Meriwether Group Capital announced today that its flagship Hero Fund has been approved as an investment vehicle by the State of Oregon. The decision follows a comprehensive due diligence process led by Meketa Investment Group, one of the nation’s leading…
SmartStop REIT Advisors, LLC (“SRA”), an affiliate of SmartStop Self Storage REIT, Inc. (“SmartStop”) (NYSE: SMA), an internally managed real estate investment trust and a premier owner and operator of self-storage facilities in the United States and Canada, announced a…
Lloyds Banking Group Launches £4.2 Million Fund to Strengthen Financial Resilience Through Charities Lloyds Banking Group, in partnership with its four charitable Foundations, has announced the launch of a new £4.2 million Financial Resilience Fund aimed at supporting UK charities…
Altaline Capital Management, LLC (“Altaline” or the “Firm”), a newly launched Los Angeles-based private equity firm focused on partnering with lower-middle market companies in the technology, business services, and financial services sectors, today announced a strategic growth investment in Brazos…
American Express Company (NYSE: AXP) announced that the Federal Reserve set the company’s preliminary Stress Capital Buffer (“SCB”) requirement at 2.5 percent, effective October 1, 2025 through September 30, 2026, based on the results of the 2025 Comprehensive Capital Analysis…
NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces June monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures. ETF distribution information…
