Managers of Wealth Americas

Madison Wealth Management Joins MAI Capital Management

The acquisition adds approximately $1.4 billion to MAI’s client AUM and expands firm's presence in Cincinnati and Northern Virginia

December jobs report: US economy adds 216,000 jobs, shocking Wall Street

Key to the soft-landing goal is a normalization of a red-hot, pandemic era labor market.

Do hedge funds make portfolios more or less risky?

Hedge funds are seen as too risky by some. Investors must be able to bear certain risks not always experienced in stocks and bonds. But adding hedge funds to a portfolio can reduce risks to overall wealth.

A soft landing for US economy is 'increasingly conceivable' but not 'inevitable': Fed's Barkin

He outlined a number of risks that could disrupt that soft landing, a term that refers to a scenario where inflation drops and the US economy slows without triggering a recession.

Mariner Acquires $360M California Firm

Confluence Financial Planning’s six associates will continue to operate out of their Sacramento office. It’ll be Mariner’s first location in the city, and 15th in California.

KKR closes deal with Global Atlantic Financial

The $2.7 billion all-cash transaction was first announced in November.

Athene holding company shifts to US from Bermuda

Fitch said Athene’s rating, its senior unsecured notes and its insurance operating affiliates were unaffected by the rating action.

Franklin Templeton Completes Acquisition of Putnam Investments

Adds Complementary Investment Capabilities with Scale and Strong Performance

Fixed-Income Outlook 2024: Bonds Roar Back

The resulting rollercoaster ride included a surge in bond yields, with the 10-year US Treasury yield briefly touching 5% as technical conditions clouded the fundamental picture.

Differences in Entrepreneurship Across the US: Can Industrial Policy Help?

The policy must consider the needs of regional and local communities, which may differ from a national perspective.

KeyCorp Chairman & CEO Chris Gorman Honored With Annual Humanitarian Award

Award recognizes individuals who have left lasting legacies of diversity, equity, and inclusion in their communities

Scotia Global Asset Management announces final year-end cash distributions for the Scotia ETFs

The actual taxable amounts of cash distributions for 2023

Generational Equity Advises A3GEO in its Sale to RMA Companies

RMA is a leading provider of professional services in environmental consulting, geosciences, and materials testing and inspection

AM Best assigns ratings to Sapphire Re

The portfolio of the company is concentrated in the motor business line, with most of its business being underwritten in Colombia.

NormanMax gets green light for parametric Lloyd’s syndicate

Apollo provides Lloyd’s managing agency services to businesses that share its values of innovation and collaboration; and forms long term partnerships to deliver successful businesses at Lloyd’s.

Zero-day options just a factor in US stock volatility

Analysts cited a mix of factors such as low year-end volumes and one-sided investor positioning

WisdomTree Announces Launch of WisdomTree Bianco Total Return Fund (WTBN)

The Bianco Research Fixed Income Total Return Index employs a multi-step rules-based process that strives to outperform a market-cap

Expensify Adds Budgeting to Help Companies Prepare for 2024

It also notifies both individuals and their admins how much of their budget remains throughout a given period

The TRADE predictions series 2024: Foreign exchange, the regulatory impact

Participants across Liontrust Asset Management, BidFX, OSTTRA, and Integral explore the not so silent elephant in the room, T+1 settlement and its impact on foreign exchange, and more.

CI Financial Corp. Announces Preliminary Results of Substantial Issuer Bid

The number of Shares properly tendered and not properly withdrawn

Alternative Investments