Apollo Says Bid Target Cooper Tire Has Not Met 25 Billion Offer Terms
Apollo Adds 150 in Global Wealth, Poaching From Goldman and HSBC
Apr 08, 2022
Part of Apollo's plan to expand the business will involve making it easier to get into private credit, real estate and buyout funds through technology. 
Giannis Antetokounmpo
Giannis Antetokounmpo Put His Money in 50 Banks Until Bucks Owner Helped Him Invest
Apr 08, 2022
Avenue Capital Group founder Marc Lasry spoke with David Rubenstein, co-founder and co-chairman of Carlyle Group, at the Bloomberg Wealth Summit.
UBS
UBS Wealth Unit Launches Group to Focus on Inclusive Investing
Apr 08, 2022
The team will offer investments that focus on promoting equality, expanding opportunities and improving outcomes for underrepresented or marginalized groups.
CAIS Group
This Week's Funding In Tech: CAIS, Ellevest and Eaglebrook Advisors
Apr 08, 2022
Wealthtech firms announced more than $150 million in investments across alts, female-focused investing and crypto.
Wells Fargo
Wells Fargo: There Is No Secret FINRA Agreement
Apr 07, 2022
In a court filing, Wells Fargo argued there was "no evidence in the record" supporting the existence of a verbal agreement between its counsel and FINRA to exclude certain arbitrators from their cases.
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Mindy Diamond on Independence: CEG’s John Bowen on What it Takes to Build a Blockbuster Business
Apr 07, 2022
What’s the secret to the success of top financial advisors? John Bowen of CEG Worldwide, coach to elite financial advisors, shares the “real gamechangers” that help them break through to the next level and accelerate growth—and more.
SEC Seal
Pelosi Adviser Is Among Biden’s Nominees for SEC Commissioner Slots
Apr 07, 2022
If confirmed by the U.S. Senate, Jaime Lizarraga would replace Allison Herren Lee and Mark Uyeda would fill an open Republican seat.
CI Financial
CI Financial to Take U.S. Wealth Unit Public
Apr 07, 2022
The Canadian aggregator of U.S. wealth management firms will use the proceeds of the IPO to pay down debt.
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Index Providers Part 2: Regulation on the Horizon
Apr 06, 2022
With the continued focus on index providers and the growth of index-based investment products, increased regulation is inevitable, writes the former CEO of S&P Dow Jones Indices.
stock market data board on street
Index Providers Part 1: Looking to the Future
Apr 06, 2022
The big name providers are set to become even bigger, writes the former CEO of S&P Dow Jones Indices.
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