Managers of Wealth Americas

Wealth Enhancement Group acquires Boston-based RIA

Upon closing of the transaction, Wealth Enhancement Group's total client assets are expected to approach $30 billion.

Australia's Channel Capital Partners with Asset Management Veteran

"Channel's platform has helped build durable investment managers in Australia for nearly a decade, and we're confident that with Des as our partner, we will expand successfully in the United States,"

MAI Capital Management Completes Acquisition of HW Financial Advisors

The partnership adds financial planning expertise in greater Cleveland region and over $725 million to MAI’s AUM

When Hedge Fund Partnerships Get Ugly

In a case that’s on appeal, mortgage hedge fund managers David Liu and Stuart Lippman allege TIG Advisors defrauded them. Here’s the story of what they say went down.

Focus Financial Adds $5B RIA

The addition of Prairie strengthens Focus’ position with RIA firms

The Carlyle Group to sell Logoplaste stake to Ontario Teachers’ Pension Plan Board

Ontario Teachers’ is Canada's largest single-profession pension plan and one of the world’s pre-eminent private equity investors.

Investor confidence down by 8.9 points in February to 91.9

The Investor Confidence Index was developed at State Street Associates, State Street Global Markets's research and advisory services business

Jess Larsen Launches Briarcliffe Credit Partners

New Placement Agency Dedicated to Private Credit

Twenty-four Gallagher Professionals Recognized as 2021 Power Brokers® by Risk & Insurance® magazine

"Our primary objective is to support our clients through their most pressing challenges so that they can face their futures with confidence."

Aflac Global Investments Announces Strategic Partnership with Sound Point Capital Management, LP

Aflac to Fund Initial $1.5 Billion Real Estate Loan Portfolio, Includes $500 Million Aimed at Accelerating Development for Communities in Need

Growing Digital Divide in the Workplace is Forcing Employers to Rethink the Ways They Communicate with Employees

Due to COVID-19 precautions, many employers continue to limit or prohibit in-person workplace interactions among non-essential workers.

This alternative asset manager is telling investors to prepare for higher inflation ahead

Investors in this climate will find good returns in traditional inflation hedges as well as companies with strong cash positions, he said.

Elliott to Take Stake in Insurer Principal Financial

Activist investor near deal for board seats, strategic review

NBA MVP Russell Westbrook Leads $63 Million Strategic Investment in Varo Bank

Russell Westbrook will help co-create a new impact platform aimed at underserved communities for the country's only social-impact focused national digital bank

Bank Leumi USA Bolsters Presence in Healthcare Space with $23.5M Prestige Care, Inc. Deal

Leumi has served the healthcare industry for 40 years and is committed to growing with the industry over the coming decades.

CGI to Buy Back 4.2 Million Shares From Pension Giant CDPQ

CGI said the transaction is related to a periodic portfolio rebalancing at Montreal-based CDPQ, one of Canada's biggest pension funds.

Hedge fund manager Plotkin's GameStop short, dissected

But the fund manager, trying to strike a contrite note by saying he has to earn the cash back for his investors, turned the lens around and cast himself as having been hurt by Main Street investors who ganged up on the professionals.

Janus Henderson to Offer New US Real Estate ETF to US Investors

These securities will be listed on a stock exchange and may include common stocks, preferred stocks, and other equity securities including, but not limited to, real estate investment trusts (REITs) and type entities.

Tanaka Capital Management Announces #1 Ranking For January 2021 For The Tanaka Growth Fund In The Multicap Core Mutual Fund Category Following Its #1 Ranking For Full Year 2020

14.6% January Return Compares with Refinitiv Lipper Category Average of -0.4%

Foreign Pension Funds Investing in the U.S.: It’s Complicated

Ordinarily, foreign investors are subject to tax under the Foreign Investment in Real Property Tax Act (FIRPTA) with regard to their investments in US real estate.

Alternative Investments