Virtus Investment Partners, Inc. (NYSE: VRTS) today reported preliminary assets under management (AUM) of $149.0 billion and other fee earning assets of $1.6 billion for total client assets of $150.6 billion as of March 31, 2026. The change in AUM from December…
Launch of a Bank-Affiliated Bitcoin Exchange-Traded Product Morgan Stanley Investment Management unveiled Morgan Stanley Bitcoin Trust (MSBT), a new exchange-traded product designed to track the performance of bitcoin and provide investors with a structured, transparent way to gain exposure to…
Strategic Leadership Appointment in the San Diego Market BMO Wealth Management announced the appointment of Ali Nafii as Managing Director for the San Diego market, signaling a targeted expansion of its West Region strategy. This leadership move reflects the organization’s…
Expansion of Active Fixed Income ETF Platform by PIMCO The launch of the PIMCO Inflation PLUS Active ETF (PCPI) represents a strategic addition to the firm’s expanding exchange-traded fund lineup, reinforcing its long-standing commitment to innovation within active fixed income…
Adjournment of Shareholder Meetings and Voting Continuation MFS Investment Management announced the adjournment of the special meetings of shareholders for MFS High Income Municipal Trust and MFS Investment Grade Municipal Trust, with both meetings rescheduled to April 7, 2026, at…
Strategic Disposition of a Major REO Asset by Franklin BSP Realty Trust, Inc. The announced sale of the company’s largest foreclosure real estate owned (REO) asset represents a significant operational and financial milestone tied to the firm’s broader balance-sheet repositioning…
Expansion of Access to KBRA Credit Ratings Through FactSet Platform KBRA has made its credit ratings available through FactSet, marking a significant development in the accessibility and integration of independent credit opinions within a widely used financial data ecosystem. This…
Expansion of Buffered ETF Capabilities Across Global Equity Markets Allianz Investment Management LLC has expanded its exchange-traded fund lineup with eight additional Buffered ETF strategies designed to help investors maintain equity exposure while managing downside risk in uncertain market environments.…
Launch of Significance Capital Management LLC and the Formation of a New Investment Platform Significance Capital Management LLC formally introduced its entry into the asset management industry with the unveiling of a disciplined and research-driven investment platform centered on identifying…
National Recognition for Southeast Region Advisors at UBS Group AG The announcement that 53 financial advisors from the Southeast region have earned placement on the prestigious Barron’s Top 1500 Financial Advisors ranking highlights a major achievement within one of the…
Strategic Launch of a Core Equity ETF by Avory & Co The introduction of AVRY marks a significant step in the firm’s evolution as it expands its investment offering with a product designed to serve as a foundational long-term equity…
Transaction Overview and Strategic Context Franklin BSP Realty Trust, Inc. announced the pricing of BSPRT 2026-FL13 (“FL13”), a managed Commercial Real Estate Collateralized Loan Obligation totaling $880.4 million. The transaction marks another milestone in the company’s structured finance activity and…
