Managers of Wealth Americas

Citizens Announces Steps to Make Banking More Transparent and Accessible

Rolls out Feature to Help Avoid Overdraft Fees, Commits to National Standards to Serve Underbanked

Wealthspire Advisors to Acquire Private Capital Group

Acquisition adds $1.0 billion in assets, expands presence in the Northeast

BMO InvestorLine Expands Access of adviceDirect to More Canadians

Lower minimum balance and changes to the advice fee structure expands accessibility of adviceDirect

Jersey Ready to Play its Part in a Shifting US Narrative

Forecasts predict that US growth will slow slightly in Q3 this year to 5.5% (from 6.6% in Q2), but that overall annual growth will come in at 5.9%.

Has the Evergrande fallout created opportunities in Asian credit?

The travails of Chinese property developer Evergrande should ultimately be contained, but it is a stark reminder of the need to be discerning in the Asian property sector.

Useful Lessons for Average Investors Following Archegos’ $30 Billion Hedge Fund Disaster

This essentially allowed the inventor to make huge bets, or take position, without putting up the money up front.

Blue Wolf Capital Named in Inc.’s 2021 List of Founder-Friendly Investors

Supporting an entrepreneur’s vision and driving growth is more than just a financial investment.

Graycliff Partners Recapitalizes CHawk Technology

The businesses will be combined as a platform for continued growth within semiconductor and complementary markets.

US and APAC private capital choose Luxembourg for EU market access

The country has become the launch pad for international private equity (PE) and venture capital (VC) asset managers with European fundraising ambitions.

Houlihan Lokey Acquires GCA Corporation

Transformational Transaction Adds Both Industry Sector and Geographic Strength

Halifax PE fund SeaFort raises $110-million from wealthy families, EDC

Investors in the new fund also include the Sobey and McCain families, who invested in SeaFort’s first fund nine years ago.

Latin American M&A booms to 10-year high of $105 billion so far this year

After raising $25 billion in equity offerings this year and almost $30 billion last year, Latin American companies have strong cash positions to finance M&A.

KKR Closes $4.3 Billion Americas Opportunistic Real Estate Fund

Successor Fund Doubles Down on KKR Real Estate 10 Years after Business Launch

Strategic Growth. Innovative Services. Regions Bank to Acquire Sabal Capital Partners

Acquisition to support small-balance commercial real estate lending through a technology-enabled platform.

How to Co-Invest Better, According to BlackRock

BlackRock Alternatives Investors CIO Jim Barry shares his outlook on co-investments and the opportunities the firm is looking to next.

Franklin Templeton to Acquire O’Shaughnessy Asset Management

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

Dimensional Unveils Expanded Separately Managed Accounts Offering

Custom-built, digital SMA Center allows financial professionals to provide more of their clients with personalized solutions based on Dimensional’s value-added investment approach

State Street/Invesco: fee war fuels urge to merge

State Street has another reason to focus on regaining market share of ETFs. Its core business, custodian banking, is under increasing pressure.

Small Business Optimism Hits Record High, Gaining Momentum From Vaccines And Adapted Pandemic Operations, PNC Survey Shows

Nearly half (47%) had employees shift to remote work due to the pandemic and among those businesses

Franklin Templeton to Acquire Investment Grade Credit Team From Aviva Investors

Senior Director of Investments Strategy and Development to Join Franklin Templeton Fixed Income Team

Alternative Investments