Managers of Wealth Americas

LACERS allocates $175 million to 6 funds

Pension fund officials also committed up to €46 million ($54 million) to CVC Capital Partners VIII, investing in large buyouts in Europe and North America.

CI Investments announces portfolio management changes

The changes will be effective on or about September 14, 2020.

BMO Financial Group Reports Third Quarter 2020 Results

Concurrent with the release of results, BMO announced a fourth quarter 2020 dividend of $1.06 per common shar

Goldman Sachs Eyes Creating $2B Tech Fund

There are two goals — to free up capital and to generate a steadier revenue stream from management fees, according to Bloomberg.

New York City will rise again

In New York, everyone’s gonna work from home forever! Broadway’s extinct! Flesh-eating mobs rule the streets!

A Giant Pension Bought Uber, Abbvie, and Slack Stock. It Trimmed Back on Apple.

Calstrs bought 770,757 more Uber shares in the second quarter, raising its investment to 2.4 million shares of the ride-sharing company.

The US funds industry - A thriving market

Industry experts suggest that there is continued strong interest from advisors based outside of the US looking to launch fund products to increase their distribution within the US.

William Blair reappoints State Street for range of investment management servicing solutions

William Blair is a global financial services company with deep levels of expertise in investment banking, investment management, and private wealth management.

Citizens Financial Group, Inc. Director Earns Recognition on Annual List of Most Influential Boardroom Leaders

Shivan Subramaniam Named to 2020 NACD Directorship 100

DLP Real Estate Capital Surpasses $1 Billion in Assets Under Management

With this latest acquisition, the number of DLP-owned multifamily apartment communities totals 45, located in 19 states across the country.

Advisor Group Redefines Wealth Management Industry Events With Expansive, Interactive And Entertaining Virtual National Conference

Company to Customize Cutting-Edge Virtual Events Platform to Create Opportunities for Peer-to-Peer Interactions and Personal Connections with Home Office Staff at Upcoming ConnectED Annual National Conference

Bezos And Blackrock Are Pouring Billions Into This $30.7 Trillion Trend

It’s an impressive collection of ESG services on a single platform: It’s all about carbon-offset footprints, sustainability, healthy social distancing and even contributing on the front lines of the pandemic.

Fund managers are more optimistic on stocks than any time since the pandemic began

In July, 47% still thought it was a bear-market rally versus 40% believing stocks were in a bull market.

Opinion: Private equity in your 401(k) — is this a good idea?

There are both opportunities and challenges that savers should know

JP Morgan defies all odds to dominate forex with a 10%+ market share

To harness this potential, it launched an eFX algorithm that seeks to minimize market impact on order placements.

Temasek buys $4.8 billion stake in investment giant BlackRock

The firm posted a preliminary portfolio value of $306 billion as of March 31.

Canada Life extends platform to include Excepted group life insurance policies

Canada Life has also taken the opportunity to include WeCare, a new range of support services introduced in April and will be available to both Registered and Excepted scheme employees and their families, whether insured or not.

California debt fund manager charged by prosecutors with fraud

The SEC had sued Direct Lending Investments in March 2019, firm was later put into receivership.

CLA Wealth Advisors Recognized as a Top Firm

CLA Wealth Advisors is honored to be recognized again this year,” said Clayton Bland, chief wealth advisory officer.

Jones Loses $1.3 Mln Producer to Wells Indie Firm, Merrill Brokers Join RBC

“The combination of our 65% payout and independence has created a lot of demand,” Schreiber said.

Alternative Investments