Managers of Wealth Americas

Fidelity® Expands Lineup of Separately Managed Accounts for Advisors

Fidelity Adds FA Health Care SMA and FA International Growth SMA, Helping Advisors Meet Growing Client Demand for More Tailored Investment Management Solutions

Foreside Acquires JG Advisory Services LLC

In its sixth acquisition since 2019, Foreside bolsters its regulatory solutions for hedge fund, private equity, and other emerging alternative investments managers

Ocorian acquires US-based capital markets service provider

Founded in 1988 by Jeff Stone, Emphasys Technologies provides capital markets services

Michaels stores in $5B acquisition deal

Apollo is making a tender offer to buy all outstanding shares of Michaels for $22 a share in cash

Prudential's U.S. spin-off plan on track as Asia drives profit rise

Prudential hived off its UK insurer and asset manager M&G in 2019, following in the footsteps of rivals such as Standard Life Aberdeen and Old Mutual, which have also restructured complex businesses.

J.P. Morgan Asset Management Releases 2021 Guide to Alternatives

Quarterly Guide Examines Major Trends Impacting Alternative Investments

Wealth Enhancement Group acquires Boston-based RIA

Upon closing of the transaction, Wealth Enhancement Group's total client assets are expected to approach $30 billion.

Australia's Channel Capital Partners with Asset Management Veteran

"Channel's platform has helped build durable investment managers in Australia for nearly a decade, and we're confident that with Des as our partner, we will expand successfully in the United States,"

MAI Capital Management Completes Acquisition of HW Financial Advisors

The partnership adds financial planning expertise in greater Cleveland region and over $725 million to MAI’s AUM

When Hedge Fund Partnerships Get Ugly

In a case that’s on appeal, mortgage hedge fund managers David Liu and Stuart Lippman allege TIG Advisors defrauded them. Here’s the story of what they say went down.

Focus Financial Adds $5B RIA

The addition of Prairie strengthens Focus’ position with RIA firms

The Carlyle Group to sell Logoplaste stake to Ontario Teachers’ Pension Plan Board

Ontario Teachers’ is Canada's largest single-profession pension plan and one of the world’s pre-eminent private equity investors.

Investor confidence down by 8.9 points in February to 91.9

The Investor Confidence Index was developed at State Street Associates, State Street Global Markets's research and advisory services business

Jess Larsen Launches Briarcliffe Credit Partners

New Placement Agency Dedicated to Private Credit

Twenty-four Gallagher Professionals Recognized as 2021 Power Brokers® by Risk & Insurance® magazine

"Our primary objective is to support our clients through their most pressing challenges so that they can face their futures with confidence."

Aflac Global Investments Announces Strategic Partnership with Sound Point Capital Management, LP

Aflac to Fund Initial $1.5 Billion Real Estate Loan Portfolio, Includes $500 Million Aimed at Accelerating Development for Communities in Need

Growing Digital Divide in the Workplace is Forcing Employers to Rethink the Ways They Communicate with Employees

Due to COVID-19 precautions, many employers continue to limit or prohibit in-person workplace interactions among non-essential workers.

This alternative asset manager is telling investors to prepare for higher inflation ahead

Investors in this climate will find good returns in traditional inflation hedges as well as companies with strong cash positions, he said.

Elliott to Take Stake in Insurer Principal Financial

Activist investor near deal for board seats, strategic review

NBA MVP Russell Westbrook Leads $63 Million Strategic Investment in Varo Bank

Russell Westbrook will help co-create a new impact platform aimed at underserved communities for the country's only social-impact focused national digital bank