Managers of Wealth Americas

TD Recognized by Business Intelligence Group for Excellence in AI Innovation for Second Consecutive Year

The Bank received two Artificial Intelligence Excellence Awards for providing customers with innovative AI-powered experiences

Despite Q1 pullback, M&A remains active

Deal-making cooled off after a hot 2021 but remains historically strong, report says

American Campus Communities Announces $13 Billion Transaction with Blackstone Funds

This announcement represents the culmination of the passion and dedicated service of the ACC team to our student residents and university partners, while creating significant value for our shareholders.”

Citizens Financial Group, Inc. Reports First Quarter 2022 Net Income of $420 Million and EPS of $0.93

Underlying Net Income of $476 million and EPS of $1.07

Pinnacle Ranked by Forbes and S&P Global as One of America’s Best and Top Performing Banks

Lists put Pinnacle on top in Tennessee

Northwestern Mutual wealth advisors named Best-In-State by Forbes

Honorees are nominated by their firms, and each advisor is thoroughly vetted, interviewed, and assigned a ranking by SHOOK Research.

Ally Financial reports first quarter 2022 financial results

Retail deposit customers of 2.5 million grew for the 52nd consecutive quarter

Newfront announces $200 million investment from Goldman Sachs Asset Management, B Capital, and other investors at a $2.2 billion valuation to modernize insurance

Investment is further validation of the platform and will accelerate development of pioneering technology, investment in resources, and geographic expansion

Apollo to Invest in Siebert Williams Shank, One of the Nation’s Leading Certified Women and Minority Owned Financial Services Firms to Form New Strategic Partnership

Strategic partnership part of Apollo’s ongoing efforts to expand opportunity across its ecosystem and contribute to a more inclusive economy

Accrete Expands Its Offering to Include Investment Opportunities in Real Estate

The platform supports individual investors with access to opportunities previously available only to the uber-wealthy.

Morningstar Announces Nominees for 2022 Morningstar Awards for Investing Excellence

The awards recognize portfolio managers and asset management firms who demonstrate excellent investment skill and an alignment of interests with the strategies' investors.

The Capital group announces the addition of Tim Sommer as managing advisor wealth management and retirement planning

"We are thrilled to have Tim join The Capital Group and continue with his very successful career in the Wealth Advisory space,"

Artisan Partners Launches Artisan Global Unconstrained and Artisan Emerging Markets Debt Opportunities Funds

The new Funds offer broad exposure to the global and emerging markets debt asset classes, which consists of more than 100 countries.

Infinity Financial Joins Alternative Investment Exchange Platform

Infinity is a modernized wealth management firm designed to provide affiliated financial advisors flexibility and regulatory support of their practice management.

Eaglebrook Advisors Raises Strategic Capital from Franklin Templeton

Investment will enable Eaglebrook to scale and accelerate product development to meet rapidly increasing market demand and support customer growth

PNC Bank Introduces Minority Business Development Group

Bank's Diverse Business Banking Segment to accelerate support of minority-owned businesses

AIG Retirement Services Launches FutureFIT Wellness Check, A New Financial Wellness Assessment Tool Connecting Retirement Plan Participants with Personalized Action Plans

The customized action plans feature education modules that are digestible, actionable and brief—intended to motivate employees to engage with their financial planning in a meaningful way and in a manageable amount of time.

Alternative Investments