Managers of Wealth Americas

LPL OSJ Recruits $450M Team From Advisor Group

They join LPL from Sagepoint Financial, part of the Advisor Group network of broker-dealers.

Limestone Asset Management Closes on Pinecrest Town Center Mixed-Use Retail and Office Property in Miami-Dade County for $32 Million

Limestone Asset Management Purchased the Property Through a Joint Venture Between Limestone Asset Management and Orion Real Estate Group

Canadian fintech targets small banks with buy now/pay later tech

“We had a slow start when we launched installment loans on our credit cards in 2018,”

The Tifin Group Announces Acquisitions in Risk Profiling and Financial Planning to Further Expand Their Fintech Platform

Acquisitions are part of a strategic expansion and come on the heels of J.P. Morgan's acquisition of 55ip from TIFIN in December 2020

Broadridge Partners with AccessFintech to Transform Resolution of Settlement Fails

Collaborative workflow solution powered by Broadridge’s post-trade data provides operational efficiency, risk reduction and cost savings for sell side

How are asset managers and allocators maneuvering in the new normal?

Succession planning speaks more to the human capital aspect of equity-linked compensation for asset managers, hedge funds and private equity firms.

Blackstone closes largest first-time growth equity vehicle at USD4.5bn

Since it began investing in 2020, BXG has already made a number of significant investments

BNY Mellon and World Economic Forum Partner to Shape the Future of Capital Markets

The partnership comes at a critical time for industry leaders to rethink

Arthur J. Gallagher & Co. Acquires R&R Benefits/Risk Management, LLC

Founded in 2000, R&R Benefits is an independent insurance agency offering employee benefit program solutions, as well as property/casualty risk placements, in the traditional and alternative risk financing market.

SEIA's "Signature Fund for Giving" Raises More Than One Million Dollars for Local and National Charities

Together, they dribbled over 1300 miles and raised more than $100,000 for pediatric cancer research to support the Cancer Research Program at the UCLA Mattel Children's Hospital.

Harbourfront Named One of Canada’s 5-Star Brokerages for 2021

This recognition came unpronounced by Harbourfront and was given by thousands of Canadian advisors, enlisted by Wealth Professional, a vertical of Key Media International.

Chubb Confirms Submission of Preliminary Proposal for Strategic Business Combination to The Hartford

No agreement has been reached

Fed maintains dovish stance despite upgrading 2021 US growth to 6.5%

Fastest economic expansion since 1984 expected

Private Equity’s Presence in Health Care Is Growing

Private equity funding is accelerating in the industry, which represents 5 percent of the world’s data, according to UBS.

Ares Management Corporation Closes $3.7 Billion Pathfinder Alternative Credit Fund

Ares and Pathfinder’s portfolio managers have committed to donating at least 10% of the Fund’s carried interest profits to global health and education charities.

Quant Funds Choose Enfusion For Investment Management Technology and Managed Services

Dark Forest and Welton sign with Enfusion to scale and increase efficiency of their bespoke systematic investment approaches

J.P. Morgan Asset Management Releases 2021 Guide to Retirement

Guide Analyzes Key Issues Impacting Retirement Planning in 2021

Milliman to work with Resources Investment Advisors to introduce Morningstar advisor managed accounts to joint clients

Morningstar Investment Management serves as the fiduciary for portfolio assignment and for its recommendations on such things as savings rates and retirement age.

Mercer Advisors Acquires Epstein & White Financial, LLC

Acquisition of Epstein & White Financial, LLC (Registered Investment Adviser), Expands Mercer Advisors' Presence in California

iM Global Is Buying U.S. Asset Manager Litman Gregory

The acquisition of the $6.2 billion firm is part of Paris-based iM Global’s U.S. expansion plans.

Alternative Investments