Managers of Wealth Americas

Monarch Financial Holdings Earns Sandler O'Neill's Sm-All Star Award for Financial Performance

The largest bank to be recognized was $17.8 billion in total assets and the smallest was $493 million in total assets.

Manhattan Taken by Canada as Real Estate Purchases Reach Record

They turn to Manhattan despite the high cost and competition because “there’s an understanding that there’s always somebody who wants to buy an asset in New York.

Small Banks Tap Independent Advisors To Drive Growth

Once small- and mid-sized banks add planning services, they won’t be forced to refer clients to local wirehouses or other competitors

M&A Boutiques Foretell the Future for Wealth Advisory?

Those setting up firms would be best served to consider carefully the business and regulatory environment that awaits them.

Origin Capital Unveils Commercial Real Estate Platform, Allows for Online Real Estate Investments

New investors will be able to leverage a proven manager and will be investing side by side with institutions, family offices, and Origin’s principals.

Vanguard or Fidelity: Which Is the Better Retirement Provider?

Vanguard and Fidelity are both renowned in the investment world. Which is the better option? It actually comes down to something you may not expect.

Credit Suisse Vets, Hodes Weill Partner on New Firm

Leading the new firm are chairman Brian Finn and portfolio manager Brian Gallary, both formerly of Credit Suisse affiliate Asset Management Finance.

$2.2 Million Raised at the Canaccord Genuity Great Camp Adventure Walk

3,000 participants and 40 dogs enjoy the third annual event to benefit SickKids

Big-money investors get active in volatile times

The cost difference between a passive, index strategy and an actively managed one can be large.

Qatar Sovereign Fund Plans $35 Billion in US Investments

Qatar's government investment fund is making a big bet on the U.S. economy.

A.M. Best Affirms Ratings of Spirit Insurance Company and Radius Insurance Company

A.M. Best believes that Spirit and Radius are well positioned at their current rating levels, and the ratings are not expected to be upgraded or their outlook revised in the near term.

Is Bigger Always Best? A Closer Look At Effect Of Size On Hedge Funds

Preqin’s Hedge Fund Manager Outlook recently revealed that 66% of capital in the industry today is sourced from institutional investors

Yale Beats Harvard, As Usual

Yale’s endowment gained 11.5% for fiscal 2015

FlexShares Launches Credit‐Scored US Long Corporate Bond Index ETF

New ETF to expand the fixed income lineup, provide long maturity bond exposure with improved liquidity, transparency and credit evaluation

Sacramento-Based Real Estate Company Purchased Manhattan- Based 'United Realty Advisors' for $175 million

Sacramento- based real estate investment firm First Capital Real Estate purchased a New York- based United Realty Advisors for $175 million. According to commercialobserver.com, the purchase was part of First Capital's efforts to set their foot on N

Tunbridge Partners Formed To Invest in Real Estate and Real Asset Investment Management Businesses

Real assets is the fastest growing asset class for institutional allocations

Generating Alpha by Focusing on Active Fund Managers

The author in this piece asks the question, “does all of this work” in terms of generating outperformance.

CWCapital Asset Management Marketing $2.12 Billion UPB of Real Estate and Commercial Mortgage Loan Assets in the U.S.

These offerings present an opportunity to acquire diversified mortgage loans

Puerto Rico's Biggest Hedge Fund Creditor Group Said to Disband

The creditors had joined to structure and fund a debt package that they thought would help the cash-strapped U.S. territory bridge its budget gap

Old Mutual Global Investors launches two liquid alternatives funds

The objective of the Funds is to seek to deliver positive total returns on a rolling 12-month basis

Alternative Investments