Managers of Wealth Americas

Goldman Sachs leads $36m Series C funding round for Canoe Intelligence

This latest round for Canoe represents a 3x increase in company value since its Series B funding in 2023.

KKR seeks $20 billion for new North America buyout fund

The new KKR fund is called North America Fund XIV and began its marketing to investors earlier this month, the sources said.

Here's how much money Americans in their 30s have in their 401(k)s

To be fair, many Americans are stretching their funds to cover a number of expenses which may impact their ability to save more for retirement.

Global Finance Names Fifth Third Best Treasury and Cash Management Bank

Transformation in treasury and cash management is virtually non-stop.

Stocks Rise With Earnings Expectations at Record: Markets Wrap

If the S&P 500 finishes higher on Monday, it will be its 35th record this year.

TD Announces Increase to Non-Viability Contingent Capital AT1 Perpetual Notes Issue

The second tranche will carry the same terms

AIG sells Corebridge Financial shares worth over $56 million

Investors and market watchers often look to such sales as indicators of a company's strategy and confidence in its investments.

US equity funds see upbeat demand on rate cut expectations

Investors sought large-cap funds in particular as they drew inflows of about $8.46 billion, extending net purchases into a second week

RBC to Pay $75K over Mutual Fund Fee Waivers, Rebates

The company allegedly relied on a faulty automated system for issuing waivers and rebates through rights of reinstatement offered by mutual fund companies, according to Finra.

Cantor Fitzgerald and Silverstein Properties Announce Joint Venture with Turnbull Development, LLC for Opportunity Zone Development in Summerville, SC

This highly anticipated project will have immediate and long-lasting impacts on Summerville and provide a connected, community-oriented environment where people can live, convene, and enjoy.

Hedge funds react to geopolitical uncertainty

Goldman Sachs says funds dumped European stocks last month.

Stone Ridge adds $400m in mutual ILS fund assets, reaching $4.4bn

Stone Ridge Asset Management’s mutual ILS fund strategies had seen their assets under management fall to as low as $2.5 billion back in 2022.

EP Wealth Advisors Announces Acquisition of Dallas-Based Sloan Investment Management, LLC

The partnership with Sloan demonstrates EP Wealth’s commitment to strategic M&A growth

JTC Evolves Americas Proposition to Drive Further Growth

JTC first established a private client presence in the US in 2012

Kovitz set to exceed $24B AUM as new combination is announced

Focus Financial firm is preparing for another major tie-up.

Janus Henderson: The US election’s effect on markets

78% of mass affluent and high-net worth investors concerned about US election

First Trust Announces Timing of Reorganization of First Trust High Income Long/Short Fund with and into abrdn Income Credit Strategies Fund

Upon the completion of the reorganization, which is expected to be tax-free, the assets of FSD will be transferred to, and the liabilities of FSD will be assumed by, ACP.

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