Managers of Wealth Americas

Classifying next-gen opportunities in ETFs

As a result, thematic ETFs are likely to become more popular than those that adhere to the market-cap-weighted archetype or traditional sector frameworks.

New York Life Investments Launches Suite of ETF Allocation Funds

Each strategy seeks to achieve its investment objective by leveraging fundamental and quantitative approaches to invest primarily in third-party fixed income and equity passive ETFs.

‘Blank-Check’ Company Targets An Acquisition In Wealth Management, Other Financial Sectors

Ross is recognized as a pioneer in the exchange-traded fund industry, and during his long career at State Street he helped bring to market such products as the SPDR S&P 500 ETF (SPY) and SPDR Gold Shares (GLD).

The hunt for yield is harder for investors but opportunities still exist

While generating income from your portfolio is a challenge during Covid-19, you can earn a decent return if you know where to look

Canoe Financial finalises purchase of Fiera retail mutual funds

This transaction has boosted Canoe’s assets under management to approximately $ 7.4 billion.

LPL Financial and Great Valley Advisor Group Welcome Bernicke Wealth Management

The firm takes a team-based approach, with each advisor relying on a committed support staff to help manage the operational aspects of client management so the advisors can spend more time working directly with clients.

Houlihan Lokey to Acquire MVP Capital

Acquisition Significantly Bolsters Firm’s Coverage of Telecommunications Sector

Camden Partners closes sixth private equity fund with $100M committed

The Inner Harbor-based firm invests in companies around the country, including in Baltimore.

Arthur J. Gallagher & Co. Acquires Cunnington & Associates, Inc.

Cunnington & Associates enhances Gallagher's Northwest presence, specifically in the Intermountain region

Winners Announced for 2020 U.S. Morningstar Awards for Investing Excellence

Morningstar selects leaders in three categories: Outstanding Portfolio Manager, Exemplary Stewardship, and Rising Talent. The winners will be featured on CNBC's "Power Lunch" program today and throughout the week.

BlackRock says it is warming up to Europe, which could outgrow the US in second half of the year

Fund manager is impressed by the EU's financial response to the coronavirus outbreak

Active Management Fails To Justify This Mutual Fund’s Fees

Investors that rely solely on past performance may miss the true risk of investing in this fund.

Fund managers are feeling neurotic – that’s probably a good sign

The latest survey of global fund managers suggests they're feeling nervous about the current state of the markets. But that's not necessarily a bad thing, says John Stepek. Here's why.

Arthur J. Gallagher & Co. Acquires Barrett, Liner & Buss, LLC

Thomas Buss and his associates will continue to operate from their current location under the direction of John Tournet, head of Gallagher's Southeast region employee benefit consulting and brokerage operations.

Ardent Financial Launches as a New Global Securities Dealer

Ardent has a highly experienced board of directors and senior management team, with an average of over twenty years’ experience each in global credit markets.

Janus Henderson Investors to Reopen U.S. Direct Business Channel to New Investors

The firm is also announcing the launch of the Janus Henderson Direct Business Channel Referral Program

Nomura Claims Top US RMBS Award

The award follows on the heels of a market poll that saw Nomura earning 32.8 percent of the total vote and 41.2 percent of the vote among issuers and investors.

Apollo Announces Further Expansion of its Insurance Asset Management Business

Athene and other transactions along with internal growth to add nearly $80B in pro-forma insurance assets

Apollo Announces Further Expansion of its Insurance Asset Management Business

Apollo’s insurance platform is anchored by permanent capital vehicle assets from Athene and other insurance platforms.

Lincoln Financial’s Chief People, Place and Brand Officer Lisa M. Buckingham Named to 2020 Top CHRO List

Buckingham ranks second on the prestigious list, recognizing top HR innovators across industries

Alternative Investments