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Highland Associates has $26 billion in assets under management on behalf of not-for-profit medical endowments and foundations. Regions Financial is following the lead of other regionals, which have been scooping up investment firms that specialize in health care.June 7
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The Pittsburgh bank says it is selling the assets to Federated Investors to focus its PNC Capital Advisors unit on providing outsourced services.May 7
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The deal will give Janney greater access to the community banking sector.March 19
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Toronto-Dominion Bank agreed to acquire Greystone Capital Management in a push to become the largest Canadian money manager.July 11
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AssetMark Trust plans to offer a product for the $1 billion in cash it holds for clients.April 24
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The wealth management firm Boston Private has agreed to sell Anchor Capital Advisors to Anchor’s management team.December 21
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Rather than forming a consortium of peers to investigate blockchain technology, as many banks have done, one of the world's largest asset managers is acting on its own.December 12
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The authority of the Financial Stability Oversight Council to label a firm a “systemically important financial institution” triggers duplicative regulation even if banklike rules are not appropriate to the company.November 9
Co-ChairmanJohnson Smick International Inc.
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The term "shadow banking" is a pejorative, implying insufficient regulatory oversight, said Treasury in a report issued Thursday on asset management.October 27
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Murphy Capital Management in Gladstone, N.J., focuses on high-net-worth individuals, businesses and nonprofits.May 26
