T. Rowe Price

“A Meaningful Retirement: Beyond Finances” with Buckingham Advisors Slated

Retrieved on: 
木曜日, 5月 23, 2024
Women, Finance, Seniors, Consulting, Men, Professional Services, Lifestyle, Consumer, Asset Management, CPRC, Interstate Highway System, T. Rowe Price, CPA, Frustration, Retirement, FIRE, Financial adviser

It encompasses non-financial aspects essential for achieving a fulfilling and meaningful retirement.

Key Points: 
  • It encompasses non-financial aspects essential for achieving a fulfilling and meaningful retirement.
  • To address this need for more comprehensive retirement planning, Buckingham Advisors is on June 6, 2024 hosting a retirement readiness session titled, “A Meaningful Retirement: Beyond Finances.” Established in 1987, Buckingham Advisors is an independent financial advisory firm that provides investment management, financial planning, tax, and business services from the company’s four office locations across Ohio.
  • The session is designed for individuals approaching retirement in the next two to three years or those who have recently retired.
  • The in-person session will be held at the Buckingham Advisors Education Center in Building 5 of the Interstate Executive Center, 6728 Loop Rd, Dayton, OH 45459.

CAIS Hosts Third Annual Alternative Investment Summit for Independent Advisors

Retrieved on: 
木曜日, 5月 16, 2024
Professional Services, Data Analytics, Finance, Fintech, Asset Management, Banking, LP, Vista Equity Partners, GoldenTree Asset Management, Franklin Templeton Investments, HPS, T. Rowe Price, Apollo Global Management, Bank of America, CIM Group, UBS, Ecosystem, City, Partners Group, Nuveen, Bank, HarbourVest Partners, KKR, The Beverly Hilton, Summit, JPMorgan Chase, Third Point Management, Intermediate Capital Group, EQT Partners, Ares, Royal Bank of Canada, RBC, ICG, Blue Owl Capital, Cryptocurrency

CAIS, the leading alternative investment platform for financial advisors, today announced that the CAIS Alternative Investment Summit will return for its third year and feature a lineup of renowned speakers across alternative investing, wealth management, technology, and geopolitics.

Key Points: 
  • CAIS, the leading alternative investment platform for financial advisors, today announced that the CAIS Alternative Investment Summit will return for its third year and feature a lineup of renowned speakers across alternative investing, wealth management, technology, and geopolitics.
  • “We’ve reached a transformative moment in the alternative investment industry.
  • Financial advisors everywhere appreciate the importance of incorporating alts into end client portfolios and are actively pursuing efficient, innovative solutions to differentiate their practices,” said Matt Brown, Founder and CEO of CAIS.
  • The momentum also comes on the heels of the launch of CAIS Live , a nationwide alternative investment education program hosted for advisors in key cities across the nation.

T. ROWE PRICE GROUP REPORTS PRELIMINARY MONTH-END ASSETS UNDER MANAGEMENT FOR APRIL 2024

Retrieved on: 
金曜日, 5月 10, 2024
T. Rowe Price

BALTIMORE, May 10, 2024 /PRNewswire/ -- T. Rowe Price Group, Inc. (NASDAQ-GS: TROW), today reported preliminary month-end assets under management of $1.48 trillion as of April 30, 2024.

Key Points: 
  • BALTIMORE, May 10, 2024 /PRNewswire/ -- T. Rowe Price Group, Inc. (NASDAQ-GS: TROW), today reported preliminary month-end assets under management of $1.48 trillion as of April 30, 2024.
  • Preliminary net outflows for April 2024 were $7.8 billion.
  • The below table shows the firm's assets under management as of April 30, 2024, and for the prior quarter- and year-end by asset class and in the firm's target date retirement portfolios.

Bluejay Therapeutics Secures $182 Million in Series C Financing to Propel Clinical Pipeline

Retrieved on: 
木曜日, 5月 9, 2024
T. Rowe Price, HBM, HDV, New Board, Therapy, EMA, General partnership, Wellington Management Company, Series, SAN, Global health

SAN MATEO, Calif., May 09, 2024 (GLOBE NEWSWIRE) -- Bluejay Therapeutics, a leader in the development of novel therapeutics, today announced the successful closure of a $182 million Series C financing round.

Key Points: 
  • SAN MATEO, Calif., May 09, 2024 (GLOBE NEWSWIRE) -- Bluejay Therapeutics, a leader in the development of novel therapeutics, today announced the successful closure of a $182 million Series C financing round.
  • This capital infusion will accelerate the clinical development of BJT-778, as the treatment for chronic hepatitis D (HDV).
  • The funds will also support the progression of additional promising candidates in Bluejay's robust pipeline for the treatment for chronic hepatitis B.
  • Following the completion of the Series C financing, Bluejay is excited to welcome New Board Member, Daniel Estes, a General Partner at Frazier, to its Board of Directors.

T. Rowe Price Expands Use of Cloud-Based Charles River® IMS

Retrieved on: 
木曜日, 4月 11, 2024
Data Management, Banking, Technology, Professional Services, Asset Management, Software, Networks, Internet, Fintech, Insurance, Finance, Data management, T. Rowe Price, State Street, ADP, Partnership, Growth, IMS

Charles River Development, a State Street Company, announced today that T. Rowe Price will transition to Charles River’s cloud-based technology platform.

Key Points: 
  • Charles River Development, a State Street Company, announced today that T. Rowe Price will transition to Charles River’s cloud-based technology platform.
  • T. Rowe Price will utilize the Charles River Investment Management Solution (IMS) for portfolio management, trading, and compliance and the State Street Alpha® Data Platform (ADP) for data management and services.
  • T. Rowe Price will benefit from the cloud-based platform, including the ability to leverage the latest products, functionality, and scalability.
  • Charles River’s cloud-based solution will allow us to accelerate access to their new product offerings, allowing T. Rowe Price to continue our primary focus on delivering for our clients,” said Marc Wyatt, Head of Global Trading, T. Rowe Price.

The New America High Income Fund, Inc. Declares Dividend

Retrieved on: 
月曜日, 4月 1, 2024
T. Rowe Price, HYB

The New America High Income Fund, Inc. is a diversified, closed-end management investment company with a leveraged capital structure.

Key Points: 
  • The New America High Income Fund, Inc. is a diversified, closed-end management investment company with a leveraged capital structure.
  • Rowe Price”).
  • As of December 31, 2023, T. Rowe Price and its affiliates managed approximately $1.4 trillion of assets, including approximately $20 billion of “high yield” investments.
  • T. Rowe Price has provided investment advisory services to investment companies since 1937.

T. ROWE PRICE: 401(K) ACCOUNT BALANCES SOARED IN 2023, ESPECIALLY AMONG YOUNGER RETIREMENT SAVERS

Retrieved on: 
月曜日, 4月 8, 2024
Retirement, Reference Point, T. Rowe Price, Ageing, Legislation, Financial adviser

BALTIMORE, April 8, 2024 /PRNewswire/ -- T. Rowe Price, a global investment management firm and a leader in retirement, today published its annual benchmarking report on 401(k) plan design and participant behavior, and found average account balances increased by 14% to $115,000, aided by strong performance in the financial markets. This is the second highest average the firm has seen in 10 years, just below the $124,000 high in 2021. Gains were especially strong among participants aged 20-29, who experienced an increase of 27%.

Key Points: 
  • This is the second highest average the firm has seen in 10 years, just below the $124,000 high in 2021.
  • Gains were especially strong among participants aged 20-29, who experienced an increase of 27%.
  • Meanwhile, 401(k) plan participation saw a decline from 66% in 2022 to 63% in 2023.
  • The annual benchmarking report, Reference Point, is based on the firm's full-service 401(k) recordkeeping client data for 2023.

Morningstar Report Reveals Collective-Investment Trusts Poised to Overtake Mutual Funds in Target-Date Strategies in 2024

Retrieved on: 
火曜日, 3月 26, 2024
Finance, Public Relations, Investor Relations, Communications, Professional Services, Asset Management, Report, Vanguard, Research, CIT, BlackRock, Morningstar, Inc., T. Rowe Price, Fidelity, Retirement, Consultant, Capital Group Companies, Financial adviser

“Investors in target-date strategies largely experienced positive returns in 2023, after the market turmoil of 2022.

Key Points: 
  • “Investors in target-date strategies largely experienced positive returns in 2023, after the market turmoil of 2022.
  • CITs now represent 49% of the market and are on pace to overtake mutual funds as the most popular target-date vehicle this year.
  • Vanguard, T. Rowe Price, and BlackRock have the majority of their assets in CITs, while Fidelity and American Funds have a larger asset base in mutual funds.
  • Morningstar today published a Fund Spy article on Morningstar.com that reviews the latest ratings for target-date fund series covered by Morningstar analysts, available here .

Equity Residential Appoints Ann C. Hoff and Nina P. Jones to Board of Trustees

Retrieved on: 
火曜日, 3月 19, 2024
REIT, Other Construction & Property, Residential Building & Real Estate, Construction & Property, Urban Planning, Simon Property Group, Equity Residential, Organization, Audit, Business, Trustee, Reno 1868 FC, University, Audit committee, T. Rowe Price, SPG, Park MGM, MGM, Marketing, Restaurant, EQR, MGM Resorts International

Equity Residential (NYSE: EQR) today announced the appointment of Ann C. Hoff and Nina P. Jones to the Company’s Board of Trustees to serve until the next annual meeting of shareholders.

Key Points: 
  • Equity Residential (NYSE: EQR) today announced the appointment of Ann C. Hoff and Nina P. Jones to the Company’s Board of Trustees to serve until the next annual meeting of shareholders.
  • Both Ms. Hoff and Ms. Jones qualify as independent trustees under the New York Stock Exchange’s listing standards.
  • Ms. Hoff will serve on the Audit Committee and Ms. Jones will serve on both the Audit and Corporate Governance Committees.
  • Ferguson Partners, a firm specializing in Board and executive recruitment in the REIT industry, advised Equity Residential in recruiting Ms. Hoff for this Board role.

Inflation Appears Under Control, says Economy Panel at Quinnipiac University's G.A.M.E. XIII Forum

Retrieved on: 
金曜日, 3月 22, 2024
Deutsche Bank, Quinnipiac University, Conference, The Conference Board, University, Unemployment, Hoarding, Federal, Bank, DNA, Artificial intelligence, Bloomberg Markets, AI, T. Rowe Price, Fed, Federal Reserve, Multimedia, Baby boomers

NEW YORK, March 22, 2024 /PRNewswire/ -- The "Outlook for U.S. and Global Economy in 2024" panel on the first day of Quinnipiac University's 13th Global Asset Management Education (G.A.M.E.)

Key Points: 
  • NEW YORK, March 22, 2024 /PRNewswire/ -- The "Outlook for U.S. and Global Economy in 2024" panel on the first day of Quinnipiac University's 13th Global Asset Management Education (G.A.M.E.)
  • Forum in New York was optimistic that inflation is, with bumps in the road, on the correct downward course.
  • Uruçi said two percent "is not magical," and said it might make sense to set a range for acceptable inflation numbers.
  • Uruçi said AI is creating jobs and adding value to tech companies, and will possibly lead to shorter work weeks.