Managers of Wealth Americas

Taking Advantage of Governmental Retirement Plan Contribution Limits

The 457(b) plan is subject to a separate “deferral” limit, which is determined for each calendar year.

EP Wealth Advisors Acquires International Research & Asset Management, Inc.

Dallas-based International Research & Asset Management adds investment management, financial planning expertise with the deal

Canadian Plan Sponsors Post Positive Median Returns Amid Easing Economic Uncertainty

Equity markets rebounded in the fourth quarter.

Chubb Surpasses Q4 Earnings and Revenue Estimates

Annualized core operating return on tangible equity was 12.8%.

Waddell & Reed to Ramp Up Advisor Recruiting

Waddell’s asset management business ended the year with $70 billion in assets under management, up just 6% despite double-digit growth in equity markets.

Touchstone and Microgen complete merger

Microgen and Touchstone will have a workforce of over 150 people.

OneDigital Acquires Resources Investment Advisors

Acquisition Is Company’s First Expansion into Retirement and Wealth Management Vertical, Providing Holistic Benefits Support

Federated and Hermes reveal new name: Federated Hermes

The company offers regional and global equities, fixed income, liquidity, real estate, infrastructure, private equity and private debt.

Vestar Capital Partners Closes Fund VII with $1.1 Billion in Capital Commitments

Vestar VII has already completed two platform investments to date

Genesis Announces Record-Breaking Quarter, Exceeding $1.1 Billion in New Loan Originations

Lender has facilitated more than $4.25 billion in loans since inception in March 2018

Lazard 2019 profit slumps amid dealmaking slowdown

Record fourth-quarter operating revenue reflected strength across our businesses,” said Kenneth M. Jacobs

Fidelity Announces Fractional Shares Trading

The biggest online broker offers fractional shares of equities and ETFs

Nasdaq launches ESG reporting platform

It is designed to help listed companies navigate the growing array of sustainability frameworks

Wall Street’s London Outposts Are Braced for a Brexit Beating

The big U.S. banks have been regularly meeting with officials from the U.K. Treasury to emphasize the importance of winning so-called equivalence from the EU

Franklin Templeton Receives Top Marks in 2020 Corporate Equality Index

Earns 100 Percent on Human Rights Campaign Foundation’s Annual Scorecard Assessing LGBTQ Workplace Equality

Marketaxess Moves to Support Client's Sustainable Investment Strategies

Launch of “Trading for Trees” Incentive Program Backed by New Green Bond Trading Functionality

GLS Capital Raises $345 Million for Litigation Finance Fund

Trio of industry veterans launch fund to finance commercial and intellectual property litigation

NCA Financial Planners and CEO Kevin Myeroff Named #1 Best-in-State Independent Wealth Advisor by Forbes

This year's list spotlights more than 4,000 top advisors across the country, which included 131 for the state of Ohio.

Eaton Partners Acts as Placement Agent for GLS Capital Partners Fund I

“Investor appetite for this niche, uncorrelated strategy was in high demand from institutional investors.”

CIBC Asset Management introduces new flexible yield ETF for access to global fixed income markets

Exposure to these types of securities will be obtained by investing primarily in hedge class units of Renaissance Flexible Yield Fund, which is sub-advised by Doubleline Capital LP.

Alternative Investments