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- What Makes Systematic Bond Alpha Repeatable?
- AllianceBernstein Holding L.P. Q2 2026 Earnings Call Summary
- AllianceBernstein says institutional interest in private markets behind alts inflows
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AllianceBernstein Holding L.P. Q2 2026 Earnings Call Summary
AllianceBernstein says institutional interest in private markets behind alts inflows
AllianceBernstein reported that alternatives and multi-asset strategies (MAS) have continued to grow, generating more than $4bn (£3bn) of net inflows in the second quarter of 2026,...
Investcorp’s First RIA Play Focused on ‘Mass Affluent’
The alternative asset manager’s foray into wealth management with the recent acquisition of $3 billion RIA Berger Financial is an opening salvo into the space, according to its Nor...
Deals & Moves: NewEdge Adds AllianceBernstein Team to Lead New Houston Office
Also, $800 million Steven Capital acquires a CPA firm with 300 tax clients; Wealth Enhancement acquires two firms with a combined $854 million in assets; and Maridea and Janney exp...
UBS Lures $1.4B Los Angeles Team From Bernstein
The four advisors will operate as Lumina Wealth Partners at UBS out of the firm's new Los Angeles office.
Lazard AM appoints two senior leaders in management shake-up
Lazard Asset Management has hired Chris Bricker as head of corporate development and Theodore Enders as head of product from AllianceBernstein and Goldman Sachs, respectively.
Hamilton Lane: Record Revenue At Half The Multiple Of Peers
$3B Berger Financial Sells Majority Stake to Bahrain-based Investcorp
Investcorp chose Berger Financial Group after a multi-year search for a wealth manager that it could further scale through RIA acquisitions and organic growth.
Why Affiliated Managers Group (AMG) Could Be a Hidden Winner in Alternatives
Why Vanguard, Altruist Combo "Raises Stakes" for Legacy Custodians Schwab and Fidelity
In the meantime, Vanguard’s $4.6 billion outlay for Altruist and push into the advisor space may put the investment giant at odds with some of its own clients, according to analyst...
Brookfield Corporation: Buybacks, Corporate Simplification, And Record AUM (Rating Downgrade)
Public Alternative Asset Managers See Wealth AUM Rise
In quarterly earnings reports, Apollo, Blackstone, KKR and other managers also reported a slowdown in redemption requests and teased future products for the wealth channel.
EFAA: Blends International Diversification And Options Income
Axis AMC acquires PMS business of Axis Securities
Acquired business to operate under ‘Alternates by Axis AMC’
Transamerica, Great Lakes Advisors Expand Partnership to Managed Accounts
Advisors in Transamerica’s network will now have access to Great Lakes Advisors’ Large Cap Value UMA and SMA strategy.
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