Managers of Wealth Americas

Home equity wealth in America is booming

“We saw a huge shortage of homes and the Federal Reserve dropping mortgage interest rates, which led to an acceleration of home prices.”

Arthur J. Gallagher & Co. Acquires Harden & Associates, Inc.

Harden will further strengthen our healthcare and real estate practices in the Southeast

A flourishing ETF industry flexes its muscles in 2020

Combined, these factors helped to push ETFs toward a record-breaking year of net new flows, pulling in $514 billion through Dec. 18, according to FactSet Research Systems and ETF Database.

China to leapfrog US as world's biggest economy by 2028 - think tank

China looked set for average economic growth of 5.7% a year from 2021-25 before slowing to 4.5% a year from 2026-30

COVID Pandemic To Have A Lasting Effect On Investor Hedge Fund And Private Equity Due Diligence - Even With Vaccine, According To Corgentum Survey

Investors seek to balance remote due diligence efforts against increased operational risks

Spectrum Investment Advisors Named Best Place To Work

Pensions & Investments partnered with Best Companies Group, a research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees.

Chubb Enhances D&O and Fiduciary Insurance Offerings to Address Changing Liability Exposures

Offering provides expanded flexibility, control and protection for corporate directors and officers and fiduciaries

Milliman analysis: Competitive pricing rate for pension risk transfer costs drops to 99.4% in November, setting record MPBI low

Meanwhile average estimated cost of retiree pension risk transfer decreases to 101.8%

Manulife Investment Management announces acquisition of best-in-class industrial business park in Bellingham, MA

Just south of Boston, the portfolio is located in the I-95 South Industrial submarket.

As ESG Interest Heats Up in 2021, Will American Banks Be Forced to Focus on Sustainability?

A new President that is more sensitive to climate change and sustainability means investment policy will likely shift in favor of ESG investments

Canada’s CI Financial Completes $72 Million IPO of Bitcoin Fund

The offering attracted interest from a broad range of backers, including institutions, individuals, high-net-worth investors and financial advisers, he said.

’Tis the Season for Retirement Account Contributions, Which Top Holiday Wish Lists for One-Third of Americans

New Research Conducted on Behalf of Lincoln Financial Group Shows the Pandemic Has Prompted Increased Saving and Financial Planning to Help Protect Loved Ones

North American asset management: A year of shocks but few surprises

Passive strategies have been beneficiaries of the recovery since late March.

Crestbridge expand US offer with acquisition in New Jersey

All Ovation employees will become members of the global Crestbridge team, ensuring continuity of client service and working with the wider

Cohen & Steers Named a "Best Place to Work in Money Management" by Pensions & Investments

The 2020 award was part of P&I's ninth-annual survey and recognition program, which seeks to identify the best employers in the money management industry.

Arthur J. Gallagher & Co. Acquires Premier Brokerage Services, Inc.

Steven J. Katz and his associates will continue to operate from their current locations under the direction of Jeff Leonard, Gallagher's North American Practice Leader for Financial and Retirement Services.

Raymond James to buy $35B retirement plan firm

Wealth managers have long sought to gain business through 401(k) plans and other employer-based services.

AGF Reports Preliminary Highlights to Q4 Net Sales and Financial Results

For the quarter ended November 30, 2020, AGF’s retail mutual fund net sales were $66 million, compared to net redemptions of $181 million in Q4 2019. Retail mutual fund gross sales improved 35% year-over-year.

Enabling fund managers to focus on achieving alpha

In view of this rising focus, CohnReznick takes a strategic approach in protecting clients’ data assets, intellectual property, and brand reputation.

Sacramento's Allworth Financial Acquires Bastoni Financial Services

The deal marks the 12th in three years for fast growing Allworth Financial

Alternative Investments