Managers of Wealth Americas

TD Bank Group Reports First Quarter 2022 Results

This analysis is dated March 2, 2022.

Principal Financial Group Announces 2022 Outlook

The guidance includes the expected impacts of the reinsurance transactions announced in January for the company’s in-force U.S. retail fixed annuity and universal life insurance with secondary guarantee (“ULSG”) blocks of business and ad

Manulife Investment Management Announces Management Fee Reductions for Seven Mutual Funds

Manulife Investment Management is committed to continuously reviewing its product lineup to ensure it is evolving to meet the needs of investors and advisors

Mercer Advisors Acquires Benemark, Inc.

Acquisition of Benemark, Inc. Expands Mercer Advisors' Northeast Presence

Value stages a big comeback in 2021

Equities: Small-cap strategies lead way among domestic equity managers in Morningstar data

Zacks Investment Ideas feature highlights: The Russia Equity ETF

Substantial volatility involving severe fluctuations in exchange rates is also a grave concern.

2021 Q4 Hedge Fund Report – Quarterly Review

Q4 was another solid quarter for hedge funds

BlackRock Is Among Russia Bond Holders Tangled in $15 Billion Rout

The selloff on Thursday alone wiped out about $11 billion.

Buffett laments lack of good investments even as Berkshire profit sets record

Noting generally the risks of changes in world politics, terrorism and cyberattacks, Berkshire remains wary.

TD to Expand in the Southeastern U.S. with Acquisition of First Horizon

Accelerates U.S. growth strategy, creating top 6 U.S. bank with immediate presence and scale in fast growing TD-adjacent markets

Focus Financial Partners adds Azimuth Capital Management

“Our scale advantages, permanent capital, and extensive resources will assist Azimuth Capital in further accelerating the growth of its business.”

Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2021 Financial Results

Operating expense increased 22.9% to $387.4 million in the fourth quarter of 2021.

Capital Group enters the ETF fray with series of active strategies

$2.7tn manager launched its first foray into highly competitive market.

5th Century Partners Appoints Northern Trust

Relationship Extends Across Northern Trust Asset Servicing, Wealth Management and Asset Management Units

Three Steward Partners Global Advisory Partners Named to America's Top Women Wealth Advisors List

"We are very proud of Liana, Judy, and Amy, and offer our sincere congratulations to them on this well-deserved recognition,"

Private equity firm Apollo launches $100 million foundation

The process resembles how Apollo picks its deals and will ensure grassroots participation, the foundation's executive director Lauren Coape-Arnold said in an interview.

Abrdn raises $90m so far for latest venture capital strategy

Abrdn Venture Partners XIII is creating a portfolio focused on life sciences and blockchain.

Citizens Financial Group Closes Acquisition of HSBC East Coast Branches and National Online Deposit Business

The acquired branches have been re-branded as “Citizens.”

Two-Thirds of Investors Cite Growth as Primary Financial Goal, Says New Data From Lincoln Financial Group as the Company Launches Fixed Annuity Product Enhancement

Investors have the benefit of higher asset growth potential with the new 1 Year BlackRock Dynamic Allocation Participation Plus account available with Lincoln OptiBlend® fixed indexed annuity contracts

Apollo and Mubadala Investment Company Expand Partnership to Capitalize on Global Origination Opportunities

Platform Strengthens Apollo’s Origination Capability Across Asset Classes, Geographies and Industry Verticals, which Helps Make Apollo a Private Financing Partner of Choice

Alternative Investments