Managers of Wealth Americas

GI Alliance Announces Physician-Led Buyout Valuing the Company at $2.2 Billion

Apollo Hybrid Value Strategy to Finance Transaction and Serve as Strategic Capital Partner

Lincoln Financial Group to Participate in the KBW Insurance Conference

Mr. Freitag will participate in a question-and-answer session covering a variety of industry and company-specific topics.

Signature Estate & Investment Advisors Announces Strategic Investment from Reverence Capital Partners

Multi-faceted strategic partnership aimed at bolstering SEIA's client services across a spectrum of distribution channels, significantly increasing investor reach and impact

Dynasty Financial Partners Forms Partnership with Pontera

Independent advisors using Dynasty’s outsourced back and middle-office services will be able to see, trade, bill, and report on 401(k), 403(b), and other held away accounts through Pontera

M&T Bank Donates Former Bank Building For New Workforce Development Center in York

Tec Centro York will offer educational, linguistic and job skills training to underserved individuals

California-Based BBA Wealth Management Rebrands to Beach House Wealth Management, Ushering in a New Era of Financial Partnership

Burroughs-Braley-Alibrandi Wealth Management, a California-based wealth management and financial planning firm, has undergone a rebrand including a name change to Beach House Wealth Management, new logo, and updated website.

Facet Wealth Recognized by Inc. 5000 as One of America’s Fastest-Growing Private Companies; Ranks in Top 1 Percent Nationwide

Facet’s 7,383 percent growth over the past three years earned 46th spot on the list

BTIG Expands Business with Latin America and EMEA Emerging Markets Focus

BTIG’s global fixed income credit platform focuses on sales, trading, sourcing and strategy for a wide range of credit products including bonds, leveraged loans, trade claims, reorg. equity, special situations and high-yield, distressed, convertible

Janus Henderson Launches Sustainable Multi-Asset Fund for Direct Investors in the U.S.

The Fund’s investment approach is to maximize return, while maintaining a level of risk that corresponds generally to the benchmark index.

Lincoln Financial Group Recognized as a Healthiest Employer

Lincoln wins the Philadelphia Business Journal Healthiest Employer 2022 Award, demonstrating robust and ongoing commitment to a productive, engaged and healthy workforce

Arsenal Capital Partners Announces Final Closes of Two New Funds Totaling $5.4 Billion

Inaugural Growth Fund Closes at its Hard Cap with $1.1 Billion and Surpasses $750 Million Target

“Essentially ground to a halt”: BlackRock sounds warning on corporate earnings

BlackRock analysts expect earnings growth to slow and disappoint the market.

KKR Completes Acquisition of Barracuda from Thoma Bravo

Barracuda is a cloud-first provider of cybersecurity solutions for small and medium sized enterprises (SMEs).

Apex Group acquires US Real Estate services firm SandsPoint Capital Advisors

This strategic acquisition serves to further strengthen Apex Group’s offering for clients in the North American market and enhances its ability to offer a comprehensive and high-quality service to all client segments delivered by over 850 employees

Investors flock to U.S 'growth' stocks as inflation fears fade - BofA

BofA analysts said their 'Bull & Bear' indicator, which seeks to track market trends, remains unchanged at "extreme bearish" level.

Schwab Reports Monthly Activity Highlights

Average interest-earning assets were $605.8 billion in July, up 11% from July 2021 and down 1% compared to June 2022.

CI Financial Reports Financial Results for the Second Quarter of 2022

All financial amounts in Canadian dollars at June 30, 2022, unless stated otherwise. Financial amounts for the quarter are unaudited.

Apollo Closes on $2.35 Billion in Commitments for Apollo Origination Partnership Fund I

Fund Close Contributes to Apollo’s $50 Billion-plus of Direct Lending AUM

MAI Capital Management Acquires Pareto Wealth Management

The Cleveland-based acquisition continues to strengthen MAI’s foothold in Northeast Ohio

KKR expands industrial real estate portfolio in the Sunbelt with acquisitions in Georgia and Texas

The SouthPointe acquisition includes two Class A industrial warehouse buildings in south Dallas built in 2017 totaling approximately 1.0 million SF.

Alternative Investments