BTG Pactual Global Alternatives, a US$10.9 billion division of BTG Pactual focused on specialized alternative investments across the U.S. and Latin America, has announced the appointments of Vincent Ingato as Senior Portfolio Manager and Brian O’Leary as Co-Head of Research…
ServiceMac honored for continued excellence in mortgage servicing performance for third straight year ServiceMac, a mortgage subservicer and a member of the First American family of companies, announced the company earned Fannie Mae’s 2025 Servicer Total Achievement and Rewards™ (STAR™)…
Orion announced that Jeff Schwantz has joined the company as Executive Vice President of Wealth Management Sales. In this role, Schwantz will lead Orion’s Wealth Management Sales organization, overseeing strategic growth initiatives that support continued demand as advisory firms look…
Praxent®, the AI consulting and engineering firm built exclusively for fintech, today announced a strategic growth investment from Delta-v Capital. The investment will accelerate Praxent’s expansion as enterprise financial services firms and technology providers race to embed AI into mission-critical operations.…
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.…
