Managers of Wealth Americas

Modern Wealth Adds $500 Million in AUM With Acquisitions of Fiser Group, Gardey Financial Advisors and LFM Wealth Management

Firm successfully completes 13 acquisitions within 20 months, further expands into Midwest and Southern regions

TD Announces Non-Viability Contingent Capital AT1 CAD Limited Recourse Capital Notes Issue

Thereafter, the interest rate on the LRCNs will be reset every five years based on the prevailing 5-year Government of Canada Yield plus 3.10 per cent.

Mercer, CAIS Alts Survey Finds Use of Model Portfolios, Evergreen Funds on the Rise

On the tech side, advisors value the improved integrations, analysis that alts platforms are working to build out.

Sovereign Wealth and Public Pension Funds Set to Reshape Private Markets

The evolving relationship between principal investors and GPs is also shaping the future of private markets.

Mantle Launches Alternative Investment Management Platform for LPs, Mantle Portal

With the global alternative assets market poised to reach $23 trillion by 2027

Sage Names FY24 Platinum Club for Partners Awards Winners for Exceptional Business Performance

This exclusive recognition celebrates the remarkable achievements of top partners worldwide

Crédit Agricole CIB closes $300MM Sustainability-Linked Spare Engine-Secured Credit Facility for LATAM Airlines Group S.A.

The transaction was closed in concert with BNP Paribas.

Todd Boehly sets up $74 billion asset and insurance manager

New company to be managed by a newly formed exec committee

Apollo and Santander Partner on a $370 Million Infrastructure Portfolio Financing

Across asset classes, Apollo targets deploying $50 billion in clean energy and climate investments through 2027 and sees the opportunity to deploy more than $100 billion by 2030.

Eldridge Industries to Launch Eldridge, an Asset Management and Insurance Holding Company with $74 billion in AUM

Eldridge Wealth Solutions, an insurance and retirement solutions platform, will be comprised of Eldridge’s wholly owned insurance companies, Security Benefit and Everly Life.

Aligne Wealth Advisors Investment Management (AWAIM®) Research Cited by Congressional Research Service

This recognition highlights AWAIM's dedication to delivering insightful and impactful economic analysis within the financial services industry.

Edward Jones on look out for advisors as it expands presence in Canada

The firm has announced the opening of a new branch

State Street Global Advisors’ 2025 Global Market Outlook: Finding the Right Path

Looking ahead, State Street Global Advisors expects rate cuts and macroeconomic resilience to continue in 2025, and its long-standing forecast of a US soft landing to materialize.

QBE Re to increase US property catastrophe underwriting

Investment in the modelling and understanding of secondary perils has really only recently begun to catch up with that of hurricane and earthquake.

BlackRock is on the verge of making a bigger bet on Wall Street's hottest trade

The market is now roughly $1.6 trillion compared with $41 billion in 2000, according to Preqin.

Planners-To-Be Overwhelmingly Want Firms Emphasizing Pro Bono Work

About 83% of aspiring CFP planners under 35 are “very likely” or “likely” to work at a firm encouraging pro bono policies, according to a new survey.

US equity funds attract inflows for fourth successive week

Multi-cap and mid-cap funds, however, saw net outflows of $419 million and $137 million, respectively.

Goldman Sachs AM: Falling rates will normalise private credit spreads

The asset manager has also predicted an increasing bifurcation between companies’ default risk based on their earnings growth.

BlackRock agrees to buy HPS Investment Partners

BlackRock, the world’s largest asset manager, has been expanding its private credit unit

Northern Trust Asset Management 2025 Global Investment Outlook: Expect U.S. Stocks to Outperform; High Yield Bond Market Is Attractive

In the fixed income market, income potential combined with generally higher credit quality make high yield bonds attractive for investors.

Alternative Investments