Managers of Wealth Americas

Why ultra-high-net-worth clients need a financial cushion

Rather than good or bad debt, Hershcovitch prefers to emphasize “appropriate” debt and whether the HNW family can afford to service it.

GMP Capital Reports Third Quarter 2019 Results

The Sale Transaction is expected to close in fourth quarter 2019

Lincoln Financial Group Rings Closing Bell to Mark 50th Anniversary of Trading on the New York Stock Exchange

The company had $261 billion in assets under management as of September 30, 2019.

WisdomTree Enters into Agreement to Sell Canadian Asset Management Business

With the exception of the closure of WisdomTree U.S. High Dividend Index ETF, WisdomTree and CI Financial anticipate no changes to the Funds.

Savant Capital purchases Kingston Wealth Management Group

As part of the transaction, four Kingston Wealth staff will move to Savant.

Locking into sustainability and ESG investment

Industries like plastics could face increased pressure due to growing awareness of sustainable investment

California Retirement Advisors Recognized on WealthManagement.com's 2019 Thrive List of Fastest-Growing Advisors

Applications for the WealthManagement.com 2019 Thrive list were accepted from individuals, teams and companies of all types and sizes—including solo advisors, ensembles, practices, family offices, RIAs and IBD reps.

US firm acquires controlling interest in BSX

Electronic trading leader will leverage BSX's well-established financial reputation and new digital asset focus to further diversify its electronic exchange offerings

Sun Life reports 10.8% rise in underlying net profit

SLF Inc. increases its common share dividend by 5% to $0.55

Charles Schwab Goes ‘All In’ On Bank Buildout

Schwab initially didn’t jump into the lending space, conceded CEO and president Walt Bettinger. But now that’s changed, he said.

Arthur J. Gallagher & Co. Acquires BonusDrive

"I am delighted to welcome the team to our growing global organization."

New Research: Over Half of U.S. Adults Say Financial Stress Negatively Affects Their Health and Work Performance

Lincoln Financial Group Shares Steps to Help Alleviate Financial Anxieties and Create More Positive Outcomes

Wells Recruits Back Family Team from Merrill Lynch in California and Utah

Charles ranked #7 on Forbes’ 2019 Best-in-Utah Advisors listing.

North American managers see AUM rise in 2018 but profits suffer – report

Overall, the report says, the money management industry is in "structural transition."

Qatar Wealth Fund Buys St. Regis Hotel That Invented Bloody Mary

Those moves fueled conjecture that Marriott would sell real estate assets to balance its portfolio following the recent acquisitions.

Marriott Sells St. Regis New York to Qatar Investment Authority

Middle East kingdom’s sovereign wealth fund paid $310 million

Fidelity to launch program for 401(k) participants to draw down accounts

Rollout comes as retirement income has emerged as a primary challenge in the 401k) market

AIG Reports Third Quarter 2019 Results

Total consolidated net investment income was $3.4 billion in the third quarter of 2019

Apollo Global Management Reports Third Quarter 2019 Results

Apollo’s total assets under management have grown by 19% over the prior year

Industry Leaders Awards 2019: One to Watch in Fund Administration nominees

Global Custodian takes a deep dive into the nominees for its Editors’ Choice awards at this year’s Industry Leaders Awards event.

Alternative Investments