Managers of Wealth Americas

Harbourfront Named One of Canada’s 5-Star Brokerages for 2021

This recognition came unpronounced by Harbourfront and was given by thousands of Canadian advisors, enlisted by Wealth Professional, a vertical of Key Media International.

Chubb Confirms Submission of Preliminary Proposal for Strategic Business Combination to The Hartford

No agreement has been reached

Fed maintains dovish stance despite upgrading 2021 US growth to 6.5%

Fastest economic expansion since 1984 expected

Private Equity’s Presence in Health Care Is Growing

Private equity funding is accelerating in the industry, which represents 5 percent of the world’s data, according to UBS.

Ares Management Corporation Closes $3.7 Billion Pathfinder Alternative Credit Fund

Ares and Pathfinder’s portfolio managers have committed to donating at least 10% of the Fund’s carried interest profits to global health and education charities.

Quant Funds Choose Enfusion For Investment Management Technology and Managed Services

Dark Forest and Welton sign with Enfusion to scale and increase efficiency of their bespoke systematic investment approaches

J.P. Morgan Asset Management Releases 2021 Guide to Retirement

Guide Analyzes Key Issues Impacting Retirement Planning in 2021

Milliman to work with Resources Investment Advisors to introduce Morningstar advisor managed accounts to joint clients

Morningstar Investment Management serves as the fiduciary for portfolio assignment and for its recommendations on such things as savings rates and retirement age.

Mercer Advisors Acquires Epstein & White Financial, LLC

Acquisition of Epstein & White Financial, LLC (Registered Investment Adviser), Expands Mercer Advisors' Presence in California

iM Global Is Buying U.S. Asset Manager Litman Gregory

The acquisition of the $6.2 billion firm is part of Paris-based iM Global’s U.S. expansion plans.

Vanterra Capital Anchors Aviation Leasing Platform

Specialized Private Equity Seeding Firm's Latest Fund is Focused on Acquiring Mid to Late-Stage Aviation Assets

Australia's AMP to sell unit's global equities arm to Canadian firm

The deal comes on the heels of AMP’s plans to sell 60% of AMP Capital’s private markets business to U.S.-based Ares Management for A$1.35 billion ($1.03 billion).

FLX Distribution adds seven asset managers to platform

FLX Distribution – a Resource and Asset Management Platform (RAMP) bringing together asset managers, distribution professionals, wealth managers, and advisors – has added seven investment firms to the the FLX community.

Fiera Capital Acquires New Global Equity Capability, Welcomes New Team

The proposed transfer of the UCITS platform series is subject to regulatory and other approvals.

Fidelity® Expands Lineup of Separately Managed Accounts for Advisors

Fidelity Adds FA Health Care SMA and FA International Growth SMA, Helping Advisors Meet Growing Client Demand for More Tailored Investment Management Solutions

Foreside Acquires JG Advisory Services LLC

In its sixth acquisition since 2019, Foreside bolsters its regulatory solutions for hedge fund, private equity, and other emerging alternative investments managers

Ocorian acquires US-based capital markets service provider

Founded in 1988 by Jeff Stone, Emphasys Technologies provides capital markets services

Michaels stores in $5B acquisition deal

Apollo is making a tender offer to buy all outstanding shares of Michaels for $22 a share in cash

Prudential's U.S. spin-off plan on track as Asia drives profit rise

Prudential hived off its UK insurer and asset manager M&G in 2019, following in the footsteps of rivals such as Standard Life Aberdeen and Old Mutual, which have also restructured complex businesses.

J.P. Morgan Asset Management Releases 2021 Guide to Alternatives

Quarterly Guide Examines Major Trends Impacting Alternative Investments