Managers of Wealth Americas

COVID-19’s Impact on the Advisor-Client Relationship

The coronavirus has boosted shifts in how investors find financial advisors and how they prefer to receive financial advice.

Great Canadian Gaming Corporation Enters Definitive Agreement to Be Acquired by Funds Managed by Affiliates of Apollo Global Management For C$39.00 Per Share

Apollo Expresses Support for Safe Reopening and Welcoming Back Team Members in Adherence with All Applicable Health and Safety Restrictions

AXA XL partners with Xtract to digitise US auto claims

AXA XL’s insurance business has entered into a multiyear partnership and licensing agreement with Xtract to digitise the commercial auto claims management process in the US.

Citadel and Citadel Securities Expand Global Footprint with Paris Office

Both Citadel and Citadel Securities have long histories of operating in Europe.

Digital strategies a must for asset managers wooing advisors

Survey from J.D. Power shows successful relationships depend on effective digital engagement

Biden win with split Congress is “best outcome” for riskier assets, says Pictet chief strategist

Luca Paolini, chief strategist at Pictet Asset Management, says the US political gridlock of recent days following the closely-run presidential race – and the likely divided legislature resulting from the election – “is not as bad for fi

JPMorgan’s Erdoes lauds ‘more thinking time’ for at-home staff

JPMorgan told thousands of office workers across its consumer unit at the end of September that they can keep working remotely until next year, breaking with the firm’s Wall Street operations, which told senior traders to return to the office.

John Turley-Ewart: Can a banker make a difference?

Former BMO CEO Tony Comper understands the hard work that is good management, its fundamental tenets, and how one can most enjoy a life’s work

RSA poised to accept £7.2bn takeover offer

The company has indicated it would likely recommend the offer.

RBC Global Asset Management Inc. announces October sales results for RBC Funds, PH&N Funds and BlueBay Funds

Mutual fund sales results information is based on preliminary data from the Investment Funds Institute of Canada

Lincoln Financial Group Reports Third Quarter 2020 Results and Announces Increase to Dividend

Net income EPS of $2.01 and adjusted operating EPS of $(0.72)

BlackRock looks for new profit rockets as rivals play defence

World’s largest asset manager has once again outperformed a rocky stock market in 2020

Arthur J. Gallagher & Co. Acquires Effectus Consulting Pty Ltd.

We are delighted to welcome Scott, Dallas, James, Jason and their associates to our growing, global team."

Strengthening institutional risk and integrity culture

Risk and integrity culture refers to the mindsets and behavioral norms that determine how an organization identifies and manages risk.

RBC Canadian Core Real Estate Fund Completes $805 Million Closing

This information is not intended to be an offer or solicitation to buy or sell securities.

Foreside Acquires ICSGroup

In its fourth acquisition since 2019, Foreside bolsters its customized, tech-enabled governance, risk management, and compliance offering, especially with hedge fund, private equity, and other emerging alternative investments managers

What’s FinTech’s Next Billion Dollar Idea? ScratchWorks Believes It’s Found Two

ScratchWorks launches first-ever streaming season of the accelerator series as three finalists compete for funding

Treasury bonds remaining popular despite low yields

Funds value the safety, and find other ways to protect on the downside

U.S. megafund Fidelity targets Asian family offices wanting Bitcoin

It will promote Fidelity’s own custody services to attract clients.

Citizens Business Conditions Index Signals Steady Economic Improvement

Citizens’ proprietary measure of business activity among clients showed particular strength in the industrial and government services sectors.

Alternative Investments