Managers of Wealth Americas

IncomeWise™ Target Date Strategies to Become Available on Voya Platform

Solution Demonstrates a Shared Continued Commitment to Helping Improve Participant Outcomes

Goodbody Enhances Portfolio Management Workflow with Adoption of Bloomberg AIM

Goodbody was already utilizing Bloomberg to support their Investment Banking Team through the Bloomberg TOMS and RHUB offerings

Advisor360° launches new CRM solution for independent RIAs

Tandem is a multi-custodial platform with advanced reporting, secure document management, financial planning integrations, and a modern client portal.

J.P. Morgan Asset Management Releases 2025 Guide to Retirement

13th edition of Guide explores key themes that will impact retirement planning this year, including Social Security and guaranteed income

Why Goldman Sachs and Citi’s trading desks are the best places to work

That's hard to measure, even in jobs as attractive as those in financial services. But if you're a trader, one measure might be your ability to take risk.

Nebo Launches Enterpise Platform

A year after launching Nebo Wealth, the unit of GMO has rolled out a scalable product for larger firms.

JPMorgan Chase invests in FairPlay

Infinity Ventures and Nyca Partners have also invested in FairPlay, which saw a threefold increase in business in 2024.

Chubb to acquire Liberty Mutual’s P&C insurance operations in Thailand and Vietnam

For Chubb, the transaction represents an opportunity to enhance and expands its business.

Fidelity and Regions Bank Score Big Among Financial Services, While Online Investment Industry Stumbles, ACSI Data Show

Online investment, the only one to falter, suffers a 3% decline to a last-place score of 77.

Certain BlackRock Funds Announce Final Results of Tender Offers

The final results of the Tender Offers are provided in the table below.

Neuberger Berman Achieves Significant Asset Based Milestone With Over $1.6 Billion Fundraise for Specialty Finance Fund III

The NB Specialty Finance team manages a high yield, short duration strategy within asset based finance.

State Street Global Advisors Democratizes Access to Investment Grade Private Credit Markets with New ETF

Actively managed ETF offers unique investment grade private credit market exposure with transparency and daily liquidity

CI Global Asset Management Launches CI Performance Series

Mr. Lewis noted that the CI GAM team’s expertise was evident at the 2024 LSEG Lipper Fund Awards

Arete Wealth Management, LLC Named Sole Placement Agent for FCP Venture X's $75 Million Investment in Lambda

Arete congratulates Fincadia Capital Partners for its investment in Lambda and for providing this private equity investment opportunity to qualified investors

Merchant and Venning Announce Strategic Partnership to Enhance Connectivity Between Tax Services and Wealth Management with A Look Towards AI

By leveraging this platform, CPAs can transition their practice to a fellow CPA to ensure the most optimal continuity of service with a seamless integration.

State Street and SS&C Technologies Restructure International Financial Data Services (IFDS) Joint Venture in Luxembourg and Ireland

Transfer Agency Services Provided by IFDS in Ireland and Luxembourg to be Assumed by State Street and SS&C

Fiera Capital Announces $100 Million Seed Investment for OAKS EM Select Strategy to Drive Emerging Market Strategy Growth

Funding to drive investments into securities in Emerging Markets, including Saudi Arabia, Greece, Vietnam, Mexico, Indonesia, and the Philippines.

Alternative Investments