Managers of Wealth Americas

Accrete Expands Its Offering to Include Investment Opportunities in Real Estate

The platform supports individual investors with access to opportunities previously available only to the uber-wealthy.

Morningstar Announces Nominees for 2022 Morningstar Awards for Investing Excellence

The awards recognize portfolio managers and asset management firms who demonstrate excellent investment skill and an alignment of interests with the strategies' investors.

The Capital group announces the addition of Tim Sommer as managing advisor wealth management and retirement planning

"We are thrilled to have Tim join The Capital Group and continue with his very successful career in the Wealth Advisory space,"

Artisan Partners Launches Artisan Global Unconstrained and Artisan Emerging Markets Debt Opportunities Funds

The new Funds offer broad exposure to the global and emerging markets debt asset classes, which consists of more than 100 countries.

Infinity Financial Joins Alternative Investment Exchange Platform

Infinity is a modernized wealth management firm designed to provide affiliated financial advisors flexibility and regulatory support of their practice management.

Eaglebrook Advisors Raises Strategic Capital from Franklin Templeton

Investment will enable Eaglebrook to scale and accelerate product development to meet rapidly increasing market demand and support customer growth

PNC Bank Introduces Minority Business Development Group

Bank's Diverse Business Banking Segment to accelerate support of minority-owned businesses

AIG Retirement Services Launches FutureFIT Wellness Check, A New Financial Wellness Assessment Tool Connecting Retirement Plan Participants with Personalized Action Plans

The customized action plans feature education modules that are digestible, actionable and brief—intended to motivate employees to engage with their financial planning in a meaningful way and in a manageable amount of time.

Next generation ready to track goals, invest

Younger Canadians are financially engaged but may lack investment know-how, a BMO survey suggests

CAIS Announces $100 Million Investment from Reverence Capital Partners

Milton Berlinski, Managing Partner at Reverence Capital Partners, also joins CAIS’ Board of Directors, effective immediately.

Citizens Financial Group Completes Acquisition of Investors Bancorp

Investors has been merged with Citizens

Creative Planning Acquires Resource Management LLC

"We believe our team will make great partners with Creative Planning and we are thrilled to be joining a company populated by talented and ethical people."

Merit Financial Advisors Expands to Colorado by Acquiring Tedstrom Wealth Advisors, Inc. and I.M. Wealth Care, LLC

The two partnerships establish Merit's presence in Colorado and increase the firm's acquired assets by $381 million

Pender bolsters lineup with emerging markets impact fund

Manager brings three decades of expertise for a more fundamental, bottom-up approach to ESG

Korn Ferry acquires executive search firm Patina Solutions

Korn Ferry in October acquired Lucas Group, an Atlanta-headquartered professional search and contract staffing firm.

Franklin Templeton Completes Acquisition of Lexington Partners, a Global Leader in Secondary Private Equity and Co-Investments

Alternative asset strategies represent a growing share of the investment management industry

Announcing Target Date Plus from Capital Group/American Funds, Powered by Morningstar Investment Management LLC

Next Evolution Target Date Service Meets Individual Retirement Needs

Franklin Templeton Completes Acquisition of Lexington Partners, a Global Leader in Secondary Private Equity and Co-Investments

Since its founding in 1994, Lexington has established itself as a global leader in the private equity and co-investment sector.

Apollo Hybrid Value Raises $4.6 Billion for Second Flagship Fund

Assets Increase by more than 40% from Fund I to Fund II Driven by Strong Support from New and Existing LPs

Guernsey’s advantages to US private equity fund managers

For US fund managers thinking of targeting foreign investment, Guernsey may be worth considering for a few key reasons.

Alternative Investments