Managers of Wealth Americas

SmartStop Asset Management Changes Name to Strategic Asset Management

Company to relocate headquarters to Irvine, Calif.

KKR expands U.S industrial real estate strategy with investments in group-up development

KKR is investing in eight development projects serving the Atlanta, Dallas, Denver and Orlando markets

Kestra Financial Launches Retirement Plan Enterprise in Partnership With Envestnet Retirement Solutions

Integrated, flexible platform designed to enhance and advance retirement plan engagements at no additional cost to financial professionals

Advisor Group Continues To Grow and Build On Its Strategic Vision With Addition Of Experienced Business Strategist and Compliance Expert

Dimple Shah named Executive Vice President, Corporate Strategy and Iryna Northrip appointed Chief Compliance Officer, Investment Advisory

Merit Financial Advisors Establishes Presence in Oklahoma with Acquisition of Union Financial Advisors, LLC

Merit adds three new offices and $370 million in acquired assets under management

Blackstone Real Estate Expands Presence in Canada with New Office Led by Janice Lin

Blackstone has long had a significant presence in Canada across its businesses

Argos Wealth Advisors, Merchant Align in Growth Partnership

Minority investment to bolster RIA’s strategic growth and international reach

Northern Trust: Institutional investors are facing some big changes

New report sets out the megatrends that will shape the industry in the years ahead

Mercer Advisors expands central US presence with HYA Advisors takeover

“My partners and I were at a place where the business had grown substantially, and we knew we could benefit from having the expertise of a larger firm to help take us to the next level."

Why is industrial real estate a ‘hot’ asset class?

Industrials make 'good investment and business sense' if you're an advisor, says PM

Franklin Templeton hints at future ETFs and infrastructure deals

When it comes to potential acquisitions, president and CEO Jenny Johnson flagged the ETF space, infrastructure, and wealth management as potential acquisition targets.

AIG Reports First Quarter 2022 Results

AIG Board of Directors increased the share repurchase authorization to $6.5 billion

Apollo Completes Acquisition of Griffin Capital

We continue to execute against our ambitious global growth plans to bring more of Apollo’s alternative strategies to individuals and their wealth advisors.

Franklin Resources, Inc. Announces Second Quarter Results

This quarter, we continued to make significant progress on our corporate priorities

Carlyle's 41% profit rise in Q1 misses estimates

Market volatility prevented the private equity firm from cashing out on assets

Bolton launches client concierge platform, targets $1bn in new assets

The concierge platform is only available to Bolton’s network of financial advisors and can cater to the needs of both their domestic and international clients, he added.

MSCI and MarketAxess announce strategic collaboration on liquid fixed income indexes, porftolio construction solutions, and ESG data

MarketAxess plans to leverage MSCI’s ESG ratings to identify and create more liquid and sustainable fixed income portfolios for its global institutional clients.

Alternative Investments