Managers of Wealth Americas

EP Wealth Advisors buys Northern California-based Mindful Money

The Mindful Money team brings years of experience in all aspects of planning for life’s major events to the table, as well as robust marketing and a strong culture.

Byron Wien and Joe Zidle Announce the Ten Surprises of 2022

Byron defines a “surprise” as an event that the average investor would only assign a one out of three chance of taking place but which Byron believes is “probable,” having a better than 50% likelihood of happening.

Virtus closes acquisition of $15bn EM debt boutique

Stone Harbor will maintain autonomy over its investment processes and brand following the deal, Virtus said.

Franklin Templeton Completes Acquisition

Acquisition Reinforces Franklin Templeton’s Position as a Top Separately Managed Accounts Provider and Enhances Its Tax Management, Factor-Based and ESG Customization Capabilities

Regions Financial Closes on its Acquisition of Clearsight Advisors

Clearsight will be incorporated into Regions Bank’s Capital Markets division.

How BlackRock Made ESG the Hottest Ticket on Wall Street

In short, an apparent BlackRock-led rush of investors into ESG in the past two years has been something of a self-fulfilling prophecy

Apollo Completes Merger with Athene

Fully Aligned and Capital Efficient Model Positions Apollo for Differentiated Growth and Returns

BlackRock Canada Announces Final Annual Reinvested Capital Gains Distributions for the iShares ETFs

The record date for the 2021 annual distributions will be December 31, 2021, payable on January 6, 2022.

Perpetual and Barrow Hanley Launch Two Mutual Funds

The launch of these funds accomplishes two major goals.

CIBC Asset Management announces final 2021 annual reinvested capital gains distributions for CIBC ETFs and ETF Series

The actual taxable amounts of cash and reinvested distributions for 2021, including the tax characteristics of the distributions, will be reported in 2022.

T. Rowe Price Completes Acquisition of Oak Hill Advisors

Enhances Company's Position as a Leading Provider of Alternative Credit to Investors

Sensiba San Filippo acquires Oregon-based SGA CPAs & Consultants

“Merging with a larger firm will afford increased opportunities for our clients and staff, allowing access to resources and specialists beyond our current capacity,”

EisnerAmper buys Silicon Valley-based Consulting Group

The New York-headquartered firm will expand its US office count to 16.

Velocity Risk MGA majority stake sold to Oaktree by Nephila

Now, Velocity Risk provides insurance coverage to customers in many of the most catastrophe-exposed areas of the United States.

Simplify Asset Management’s Innovative Lineup of Exchange-traded Funds Passes the $1 Billion Asset Threshold

In just over a year, firm has debuted numerous first-of-their-kind ETF offerings, solving major portfolio challenges for advisors and investors

Record year will be tough act to follow in 2022

Exchange-traded products set to bring in 75% more than the prior high-water mark

Taking a closer look at Canadian ETFs' record-breaking year

The growth-value matchup, inflation preparations, and the hunt for yield are just some trends that have defined 2021

CIBC Asset Management announces estimated 2021 annual reinvested capital gains distributions for CIBC ETFs and ETF Series

The annual capital gains distributions will be reinvested in additional units of the CIBC ETF or ETF Series.

SS&C takes stake in Equiniti and AST

The combination of Equiniti and AST's businesses expects to create a leading international provider of mission-critical shareholder and other complex regulatory technology to meet the evolving needs of its customers, employees, and other stakeholders

Compass Group hires $1tn custody giant to service LatAm funds

‘We are delighted to be appointed by Compass Group to act as a single-source provider of tailored solutions which meet the specific needs of their varied fund structures and investment strategies.’

Alternative Investments