RIA firms as businesses: growth, custody, fees and talent
AllocatorsFilingsBy the NumbersThe CloseRIA and wealth-management deals, plus Deals & PE
Deals & PEDeal TrackerRunning an advisory practice
The BookThe ExitThe MoveThe PracticeThe PortfolioThe Advisor's NoteFormations, direct deals, people and governance at single- and multi-family offices
Family Office NewsAllocations & ManagersDirect & Co-InvestmentsPeople & LeadershipGovernance & SuccessionOperations & TechnologyEvery advisor and team move we can verify
Flows, launches and fees, with the ETF Pro tools
ActiveIssuersPassive & IndexingScreenerModel LabHarvest FinderWatchtowerManager research and fund selection for wealth allocators
Direct lending, asset-based finance, BDCs and evergreen credit funds
BDCsFund WatchThe WrapAllocatorsDistressed & Special SitsDirect LendingNon-traded REITs, data centers, industrial and manager fundraising
RE DebtDealsCapitalSectorsThe WrapAllocatorsEnergy transition, digital infrastructure and core-plus funds
Energy TransitionCapitalDigital InfraThe WrapTransport & PPPAllocatorsGP-led deals, LP portfolio sales and evergreen secondaries funds
FundraisingGP-LedPricing & DataThe WrapLP MarketRedemption windows, new launches, fees and terms
SponsorsThe WrapVehiclesLiquidityAdvisers & AllocatorsDistributionPlan menus, in-plan income, rollovers and recordkeepers
Plans & SponsorsIncome & AnnuitiesPolicy & ERISARetirement AdvisersThe WrapInvestmentsAnnuities, general-account allocations and insurance-dedicated funds
ILS & ReinsuranceInsurance CreditThe WrapCapital RulesManager Tie-UpsGeneral AccountTransition funds, stewardship and the rules behind sustainable labels
Policy & DisclosureProductsThe WrapMandatesTransition FinanceEnforcementSpot crypto ETFs, tokenized funds and custody for advisors
ETPs & FundsCustody & InfrastructureAdoptionThe WrapRegulationTokenizationData-led reports from filings and our own trackers
The weekly Wealth Teams Report and the monthly Pulse
Advisor and team moves with assets and sources
Wealth teams in motion: book size, route and lineage
RIA and wealth M&A: buyer, seller, assets and terms
Any RIA, broker-dealer, family office or advisor
Search any ETF, flows, league tables and working tools
Practice valuation and transition calculators
Every tracker, tool and calculator in one place
Your follows, saved stories and editions
Morning editions and alerts by email
Stories you saved to read later
Sections, firms, people and topics you follow
Balance-sheet strength is assessed as very strong, with three-quarters of assets in a parent promissory note.
AM Best affirmed the A financial strength rating of Stellar, Aramco's Bermuda captive.
Roughly three-quarters of the captive's assets are a promissory note from its parent, and AM Best assesses balance-sheet strength as very strong.
For insurance capital allocators, the affirmation describes Aramco's backing rather than Stellar's asset diversification.
Reported by The Wrap desk from Insurance Capital Daily data pack. Published . Corrections
The agency assesses balance sheet strength as very strong at a captive holding roughly three-quarters of its assets in a parent promissory note.
The managing general underwriter has not disclosed capacity providers, property lines or premium targets.
The casualty combined ratio rose to 99.6, and the current accident year was below zero before reserve releases.
He cites sidecars, broker facilities and investor-backed managing general agents as property pricing pressure spreads.
BMA figures show Class E long-term registrations climbing to nine from three, and Berkley guided to roughly 10% to 20% further shrinkage.
Annuities, general-account allocations and insurance-dedicated funds. Weekdays at 7:05 a.m. ET.
Free. Weekday mornings. Unsubscribe from any edition in one click.