Dear Liz: One subject I’ve never seen you address is the use of proprietary funds by financial advisors. We’ve taken over the finances of my in-laws, whose advisor put their money in a well-balanced ...

With one in three accounting firms set to be at least partially owned by private equity funds, it’s likely that changes are coming to the accounting industry. And as new management shakes up how these ...

Thomson Reuters announced plans to invest millions in tax and accounting solutions through its newly-launched $150 million venture fund. Continuing to operate under the name Thomson Reuters Ventures, ...

Eton Solutions revolutionizes the Private Equity, Real Estate, and Fund of Funds sectors with its AtlasFive® platform enhanced with the AI-tool EtonGPT™, bringing unmatched efficiency and real-time ...

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced Fundhost Limited, a boutique fund services provider to investment managers in Australia, has selected SS&C to support its fund services ...

Baron Asset Fund underperformed for a second consecutive quarter as U.S. equities continued their strong rally from the ...

Compliance and underwriting assets that “foster trust and mitigate risk of bank-fintech partnerships” were among the most attractive payment sector themes in Bain & Company’s 2025 M&A report. This ...

(Reuters) - Citigroup Inc shut down a $400 million hedge fund that used the bank's money and mathematical models to bet on stocks, in the wake of new regulations aimed at stopping proprietary trading, ...

Over the past several fiscal years, the Office of the Comptroller has worked with various University departments to transition funds that have an unrestricted categorization but do not use fund 110001 ...