Investment Management

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SEC Raises Qualified Client Thresholds to $1.4 Million AUM or $2.7 Million Net Worth

With a June 29, 2026 effective date, firms face a short window to update contracts and investor materials.

Paul Tudor Jones Sees 1–2 More Years in AI-Led Bull Market

ARK Invest Trims AMD After 68% Surge, Buys Alphabet and Meta

Vermillion Wealth Management Boosts Stake in Dimensional International Bond ETF DFGX

Pro-Trump Donor Promotes Unfounded Pope-Obama Theory on CNN

Charney, Tavros and Canyon Secure $125.5 Million Freddie Mac Refi for Gowanus’ Union Channel

BlackRock Caps Withdrawals at $26 Billion HPS Lending Fund After Surge in Requests

EQT Real Estate Buys 4.4 Million-Square-Foot East Coast Warehouse Portfolio for $575 Million

Carillon Mid Cap Growth Fund Q4 Letter Details Style Split and 2026 Positioning

Wick Capital Cuts GPIQ and GPIX Holdings in Latest SEC Disclosure

PFRDA Names 9-Member Panel to Modernize NPS Investment Framework

Gray Digital Founder Nathan Gauvin Indicted on 21 Counts in U.S.

SCCM Exits Baxter Stake on Near-Term Risks

NHAI Launches Investment Manager for Public InvIT to Monetise Highway Assets

NFA Moves to Repeal Crypto Disclosure Notice, Expand Rule 2-51 to More Digital Assets

Ark Invest Buys $21.3 Million of Robinhood as Position Nears 19% in ARKK and ARKW

Rowan Street’s Q3 Letter: Flat Quarter, 20% YTD Gain, Spotify Trim Fuels New Bets

Analysts Back Applied Materials’ Outlook as Wells Fargo Raises Target to $250

Macquarie Large Cap Growth Fund Trails Benchmark as Tesla Omission Weighs on Q3

Bank of America Reaffirms Buy on TSMC as September Revenue Jumps on AI Orders