Managers of Wealth Americas

Mercer Advisors continues acquisition streak with Convergent deal

The latest acquisition follows the firm’s takeover of Connecticut-based wealth management firm Benemark last month.

Integrity Reinforces Commitment to Innovation

Addition of financial services brokerage with virtual platform will further enhance Integrity's mission to meet consumers where they are and put client needs first

Nielsen Enters into Agreement to be Acquired by Evergreen- and Brookfield-Led Consortium for $16 Billion

Shareholders to receive $28 per share

A steadfast commitment to partnership

Driven by a vision to be Canada's best mutual fund dealer, Carte Wealth Management forges a new collaboration with Rapport Credit Union

AIG Announces Plan to Rebrand its Life & Retirement Business

AIG’s Life & Retirement business is one of the largest providers of retirement solutions and insurance products in the United States.

Old Mutual Limited Extends BPM Partnership with SS&C

"We are committed to seamlessly transitioning organizations to digitized and optimized business processes at scale."

KKR and GIP Complete Acquisition of Cyrusone

“We are very well positioned to capitalize on the acceleration in growth opportunities driven by strong underlying secular demand trends and create substantial value for all of our stakeholders.”

AIG Announces Strategic Partnerships with BlackRock to Manage Certain AIG and Life & Retirement Assets

The arrangements with BlackRock will be implemented in phases across AIG’s global operations, subject to customary onboarding and implementation requirements and any required regulatory approvals.

$327 Million Baton Rouge-Based Practice Joins Cetera

Hays Breard affiliates with Cetera's Summit Financial Networks from LPL

HSBC and Overhaul Announce Venture Debt Financing to Fund Future Growth and Expansion Globally

Speaking about the announcement, Alan Duffy, CEO and Head of Banking HSBC Ireland commented, "HSBC Ireland is delighted to have played a key role in this funding.

Goldman and Kirkland & Ellis halts new business with oligarch-linked firm

At least four-fifths of Pamplona Capital Management’s funds come from Mikhail Fridman’s LetterOne

Fund houses buy up ‘alts’ specialists to move beyond equities and bonds

Asset managers add private strategies to grab share of market worth $15tn and growing

Pimco touts ‘anti-Goldilocks’ market and shuns riskier bets

Fund giant warns that combination of sputtering growth, volatility and post-pandemic demand could create challenging scenario.

Forum Equity Partners acquires Relevance to boost asset management business

Established in 1996, Forum operates across North America with focus on private equity, real estate and infrastructure

Avantax Welcomes Sullivan Financial Services, Inc., with More Than $200 Million in Total Client Assets

Sullivan works with a variety of high-net-worth clients, including small-business owners, entrepreneurs and physicians.

Blackstone Plans Fund for People With Millions Not Billions

The fund would potentially offer multimillionaires exposure to a swath of assets unavailable on public markets, such as Silicon Valley unicorns, closely held corporations and even stakes in other buyout shops

LPL Financial Advisors Named to Barron’s 2022 List of Top Financial Advisors in America

“On behalf of the LPL community, I’d like to congratulate each one of these advisors and their firms on this prestigious recognition,”

Social Responsibility Initiatives Taking Hold In For-Profit And Nonprofit Organizations, PNC Survey Shows

"Organizations recognize that not only is this good business and critical for continued growth, but it is also the right thing to do."

Inflation is eating into investment returns

But over the past year bonds have been down, and the declines first seen in small-cap growth stocks have begun to spread to larger stocks.

BCLP advises Stonebridge Companies in investment transaction with TowerBrook

The group holds franchise licenses with Hilton Worldwide, Marriott International, Hyatt and InterContinental Hotel Group.

Alternative Investments