Managers of Wealth Americas

Avantax’s Advisor Headcount Declines, Recruited Assets Rise

Avantax said the decline was due to attrition of lower producing advisors as it moves closer to finalizing a sale to Cetera later this month.

Texas investor raises $746 million for property deals

Stonelake Capital Partners plans to invest in industrial properties.

Franklin Templeton Launches Franklin Focused Growth ETF (FFOG)

New ETF Focuses Investments in Growth Companies with Potential to Benefit from Major Long-Term Trends

Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs

The IRA Accounts and Servicing will be Powered by Leading Fintech Company, IRALOGIX

Wells Fargo and Allspring Collaborate on New Money Market Fund Share Class to Benefit Native American Communities

Allspring Government Money Market Fund’s Tribal Inclusion Class will be distributed exclusively through Wells Fargo

Hedge funds pile into US stock rally at fastest pace in 2 years - Goldman Sachs

All three major U.S. stock market indexes soared into Friday after a multi-session rally - five consecutive days for the S&P 500 and six for the Nasdaq - to nab their biggest one-week percentage gains of 2023, so far.

CalPERS to Double Climate Investments, Consider Asset Sales

Staff of the California Public Employees' Retirement System said the plan will boost returns for the $444 billion system

US asset managers suffer as investors sit on cash

T Rowe Price, Franklin Templeton and AllianceBernstein are among fund groups hit by higher interest rates

Morgan Stanley launches American Resilience Equity Fund for UK investors

The fund seeks to invest exclusively in “reasonably priced businesses that can sustain their high returns on operating capital over the long term”.

LarrainVial Asset Management picks J.P. Morgan for custody services

“They have already proven to be a strong, strategic partner and we are confident they will help support our global growth ambitions.”

Sequoia Financial Group Introduces Sequoia Sentinel, Family Office Dedicated to Serving Ultra High Net Worth Clients

The Sequoia Sentinel Family Office team is a highly trained group of professionals who have significant expertise in solving the complex issues of wealthy families.

London, New York, Paris: which capital's property market is currently strongest?

The long-term rival cities have been competing for post-pandemic recovery metrics, and London has come out on top in terms of prime property value.

Morgan Stanley Infrastructure Partners Completes Investment in Valoriza Servicios Medioambientales S.A.

Valoriza operates a concession-based business, with medium to long-term contracts with local municipalities that are inflation-linked with limited volume exposure.

Allstate, Allianz invest $265 million in Next Insurance in a big bet on insuretech

Next Insurance is entering a strategic partnership with Allstate to develop products including commercial auto policies and extending its existing reinsurance relationship with Allianz.

Wealth Professional's Top 40 under 40 Rising Stars for 2023

With investment acumen, passion for learning, and focus on holistic planning, these are the individuals pushing the industry to new heights

Lightyear enters exchange traded commodities with gold launch

The new investment offering adds to more than 3,500 stocks, exchange traded funds and money market funds

New IG Wealth Management Mutual Funds Seek Stable Income and Access to Canadian Dividend Investing

We're thrilled to launch the new iProfile Monthly Income Portfolios

Performance Wealth Ranked on Forbes Top RIA Firms List 2023

Honor Falls Closely on the Heels of CEO Thomas Salvino Ranking 1st in Illinois on Barron's 2023 Top Independent Advisors List

US Solar fund unveils revised investment policy

Sets AGM date

PJT pays $762k, is hiring, and people love to work there

Pay is up by virtue of PJT's healthy revenues.

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