Managers of Wealth Americas

Belveron Partners Closes $280M Affordable Housing Fund

The company plans to use the fund proceeds to acquire and preserve about 5,000 units of affordable and workforce housing nationwide the next three years.

Publicly Traded Asset Managers Are No Longer Boring

Private equity and alternatives firms have quietly come to dominate the staid business of managing money.

Kayne Anderson Capital Advisors Successfully Closes Kayne CLO Partners Fund II With Over $600 Million in Limited Partner Commitments

The Fund reached its hard cap of $500 million and when including employee capital and a separate account totals over $600 million of investable capital

Lion Real Estate Group Moves Headquarters to Dallas from Los Angeles

Decision to relocate aligns with firm's successful strategy of investing in multifamily assets located in high-growth MSAs

Marathon Asset Management Closes $2.5 Billion Distressed Fund

Fund Will Pursue Attractive Opportunities to Provide Capital Solutions Across the $1 Trillion Distressed Market

Rockefeller Capital Management Expands in Midwest with Acquisition

The Midwest is a key region for our national expansion

Arthur J. Gallagher & Co. Acquires Cain Insurance Services Ltd.

Cain's broad capabilities and excellent client relationships in the New Brunswick market will complement and enhance Gallagher's growing presence across Atlantic Canada

Some Bad Words About the Riskiness of Equities

Finding someone with a bad word to say about risk in general, or equities in particular, is about as easy as it was finding someone with a good word in the late 1970s.

IQ-EQ acquires Constellation Advisers LLC

This strategic transaction cements IQ-EQ’s position as the most complete service provider to the niche community of alternative asset managers

Aquiline Capital takes majority stake in SageView

SageView had more than $119 billion in assets under advisement as of Sept. 30.

Truist Announces Agreements to Sell its Institutional Retirement Business

OneDigital acquires 401(k) investment advisory business

SP Funds Launches First Sharia REIT ETF as Family of Sharia-Compliant ETFs grows.

“The SP Funds S&P Global REIT Sharia ETF has joined our family of ETFs which are designed not only for investors who might be looking for Halal exposure, but for any investor who is seeking a value-focused portfolio as well as those who seek to

Arthur J. Gallagher & Co. Acquires Ashton Tiffany LLC

Ashton Tiffany has earned an excellent reputation as a risk program administrator.

CPP Pensioners: Here’s How the New Increase Will Affect Your Payouts in 2021

The CRA computes the CPP amount based on two main things: your income from age 18 to 65 and if you made the proper contributions in those years.

Risk Takers Bet Asset-Backed Bonds Will Catch Up

Securities that have recovered only haltingly from last spring’s rout are getting fresh attention

Has the OCC become too politicized?

Some worry that political influence in the workings of the OCC and the other regulators could reverberate long after the Trump administration

Perella Weinberg reveals 2020 revenue decline

Deal advisory boutique is going public via a Spac merger during an M&A revival

Wyoming’s digital asset banks offer solutions to growing class of investments

A number of individuals and investment firms already own digital assets like cryptocurrency, though they have to control and manage those assets themselves, similar to keeping cash in a drawer, rather than a bank.

Piper Sandler Announces Grants of Inducement Equity Awards

The restricted stock will be valued based upon the volume-weighted average per-share trading price of Piper Sandler common stock on the New York Stock Exchange for the ten trading days ending on the second trading day before the date of closing.

2020 was the year that individual investors broke records

Individual investors opened more than 10 million new brokerage accounts in 2020, JMP Securities estimates, a record.

Alternative Investments