Managers of Wealth Americas

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

Guide Analyzes Key Issues Impacting Retirement Planning in 2021

Milliman to work with Resources Investment Advisors to introduce Morningstar advisor managed accounts to joint clients

Morningstar Investment Management serves as the fiduciary for portfolio assignment and for its recommendations on such things as savings rates and retirement age.

Mercer Advisors Acquires Epstein & White Financial, LLC

Acquisition of Epstein & White Financial, LLC (Registered Investment Adviser), Expands Mercer Advisors' Presence in California

iM Global Is Buying U.S. Asset Manager Litman Gregory

The acquisition of the $6.2 billion firm is part of Paris-based iM Global’s U.S. expansion plans.

Vanterra Capital Anchors Aviation Leasing Platform

Specialized Private Equity Seeding Firm's Latest Fund is Focused on Acquiring Mid to Late-Stage Aviation Assets

Australia's AMP to sell unit's global equities arm to Canadian firm

The deal comes on the heels of AMP’s plans to sell 60% of AMP Capital’s private markets business to U.S.-based Ares Management for A$1.35 billion ($1.03 billion).

FLX Distribution adds seven asset managers to platform

FLX Distribution – a Resource and Asset Management Platform (RAMP) bringing together asset managers, distribution professionals, wealth managers, and advisors – has added seven investment firms to the the FLX community.

Fiera Capital Acquires New Global Equity Capability, Welcomes New Team

The proposed transfer of the UCITS platform series is subject to regulatory and other approvals.

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.