Mutual Funds

Michigan-based ELGA CU completes its cross-state purchase of Marine Bank, blending community focus with expanded commercial and consumer services.

National Bank's integration of CWB Wealth sparks fund terminations and a major shift in strategy, forcing investors to make critical financial decisions.

A state analysis predicts thousands in new annual household costs under NY's climate act, fueling warnings of a deepening affordability crisis.

AMG appoints decorated value investor G. Staley Cates to its board, signaling a strategic focus on long-term value as Karen L. Alvingham retires.

The former South Pole CEO's appointment signals a new era for PUR, focusing on high-integrity carbon markets and scaling holistic climate solutions.

A partnership between car dealers and a non-profit delivers thousands of coats, providing critical warmth to New Yorkers amid a historic homelessness crisis.

Roundhill launches TPAY, offering a 10% annualized monthly payout from the S&P 500. But is its 'return of capital' strategy a boon or a risk?

Getty Realty Corp. raises $131 million in a strategic stock offering, using a sophisticated forward sale to fund acquisitions and bolster its balance sheet.

The Investment Company Institute is linking its industry to America's 250th birthday. Is it a genuine celebration or a strategic rebrand?

A new walk-in lab with pediatric care opens in The Marketplace at Steamtown, marking a strategic move in retail health and enhancing local convenience.

The global asset manager starts 2026 with a bang, as strong market performance, significant client inflows, and currency effects fuel a $12.7 billion AUM surge.

Sila Realty Trust sets its 2025 earnings date. Investors are watching to see if its strategic acquisitions and dividend policy signal strength for the sector.

Atlanta-based Merit Financial Advisors makes its 54th acquisition, planting its flag in Detroit and highlighting a private equity-fueled consolidation wave.

DLP Capital's Don Wenner lands a top spot on a prestigious impact list, proving that building affordable housing can also build a financial powerhouse.

Prime Capital Financial acquires Bradshaw Rogers, adding $600M AUM and bolstering its new tax advisory practice while expanding its footprint in the Carolinas.

North European Oil Royalty Trust sees a leadership change as its veteran director exits. A seasoned insider takes the helm, ensuring continuity for investors.

Amid a national shortage of over 7M homes, National Equity Fund's record 2025 investments and innovative financing created 14,200 affordable units.

As JFK's $19B overhaul advances, its new mega-terminal is hunting for a sustainable de-icing provider, a key test of its green goals before opening.

A new partnership between Apex Fintech Solutions and Allfunds aims to dismantle barriers to offshore investing, creating a streamlined gateway for global funds.

Portland's Ferguson Wellman expands into Vancouver, WA, acquiring Great Northern in a strategic move reflecting a hot M&A market in wealth management.