Managers of Wealth Americas

Nicholas Wealth debuts alternative income ETF

The options sleeve consists of option spreads on ETFs and indices linked to the performance of equities, fixed income, and commodities.

Desjardins to buy wealth and other units from Guardian for $552m

These three units currently cater to over 5,000 independent advisors in Canada’s insurance and financial advice industries.

Mosaic continues global expansion with launch of Frankfurt office

Mosaic plans to further expand its presence in Frankfurt over the next 12 months with additional senior hires.

TD Bank invests $5 million in Citizens Trust Bank, a minority-owned financial institution serving the Atlanta region for over 100 years

The investment closely aligns with TD's purpose to enrich the lives of the customers and communities that it serves

Blackstone and Rivean complete acquisition of Esdec Solar Group

Rivean announces completion of continuation fund

TD Bank Group Reports Fourth Quarter and Fiscal 2022 Results

Canadian Personal and Commercial Banking delivered a strong quarter with record earnings from continued growth momentum

Citizens Releases Inaugural Climate Report

Report details the latest in Citizens’ commitment to a more sustainable future

M&T Bank Gives $100,000 to Assist Latino Small-Business Owners in Southern Delaware

Funding will support La Plaza Delaware's entrepreneur development program

Truist and Truist Foundation announce $4.5 million in grants to strengthen Texas' racially diverse small business ecosystem

Truist Chairman and CEO Bill Rogers, Truist Foundation President Lynette Bell and Truist Regional President Bill Toomey joined PeopleFund President and CEO Gustavo Lasala for the grant announcement at East End Maker Hub today.

Estancia makes strategic investment in InvestorCOM

Reeve added: “InvestorCOM’s experienced management team will remain in place and continue to support InvestorCOM’s strong client service model.”

Time to Rethink Retirement Investing: T. Rowe Price

According to the panel, which included a number of senior T. Rowe Price portfolio managers and retirement strategists

Alternative investments manager Ballast Rock joins RIA game

Ballast Rock Private Wealth will operate independently of Ballast Rock Asset Management, but both firms focus on offering alts to wealthy investors.

LGT Capital Partners opens San Francisco office

Through its new presence in California, LGT Capital Partners is expanding its North American investment coverage and global client service.

ICBC projected to lose $298 million

The implementation of the no-fault regime was meant to help stabilize ICBC’s financial situation, noted Sutherland, pointing to how the model enabled ICBC to spend 30% less on what it provides to accident victims.

Scotia Global Asset Management announces estimated year-end reinvested distributions for Scotia ETFs

These are estimates only and have been calculated based upon forward-looking information, so the actual distributions may differ materially from these estimates.

State Street Corporation – Consensus Indicates Potential 3.0% Upside

State Street Corporation, through its subsidiaries, provides a range of financial products and services to institutional investors worldwide.

Arthur J. Gallagher & Co. Acquires Bulen & Associates Insurance Services, Inc.

Bulen & Associates is a retail property/casualty insurance agency serving commercial clients and individuals in southern California.

Regions Bank Launches Multi-Assets Solutions Group

United team further differentiates Regions’ investment professionals through macroeconomic and market research, investment strategy, and more.

Avisa Partners Acquires Top Intelligence Firm to Bring Comprehensive Global Investigations Offering to Clients

Acquisition of Forward Risk latest example of Avisa Partners’ High-Growth Expansion Strategy

CI Global Asset Management Launches CI Global Investment Grade Fund

Fund provides access to the award-winning expertise of a leading fixed-income investment team

Alternative Investments