Managers of Wealth Americas

KKR acquires five building industrial real estate portfolio in Phoenix

The transaction marks KKR’s second industrial real estate acquisition in the Phoenix market in 2021

Nymbus sets up dedicated unit for credit unions

Leading Nymbus CUSO is a natural progression in a legendary 30-year career of innovation as John helps bridge foundational credit unions values of collaboration and member service with next-generation solutions for personalized experiences and growth.

Banks, Wealth Managers and Fintech Disruptors Vie to Create ‘Goldilocks’ Retail Product

For the rest, many of whom are younger people and minorities, the idea of setting up a retirement investment account or trying to time the market on the next GameStop frenzy is a foreign notion.

BlackRock Raises USD$3 Billion for Debut Secondaries & Liquidity Solutions Strategy

The Fund seeks to take advantage of an evolving secondaries market that is well-positioned to capitalize on various forms of market dislocation

Credit Suisse expects significant losses after US hedge fund defaults on margin calls

Swiss bank's announcement follows Archegos Capital Management announcing liquidation of $20bn worth of shares.

Investors hunt for source of fire sale that sent stocks tumbling

Friday’s block trade selling spree on Wall St hit several Chinese groups and US media companies

Concerns grow over ETFs’ illiquid holdings

Funds with large stakes in barely traded stocks could be hit harder in a market downturn

MAI Capital Management to Acquire Ownership Advisors

Acquisition will enhance MAI’s presence in Cleveland and expand the firm’s wealth management capabilities

O'Neil Capital Management Announces Divestiture of Investor's Business Daily

OCM will re-invest the proceeds from the IBD sale into its remaining subsidiaries. "A company like IBD does not come up for sale very often and we were in the very fortunate financial position of not having to sell.

Manulife Investment Management deepens its sustainability bench

Firm's hire for newly created role reflects increased commitment to ESG stewardship and impact investment

Expansion Puts Alternatives at a Technology Crossroads

One-third of private equity firms are branching into real estate, real asset and venture capital funds.

Vision 2050: Time to Transform

Only collaboration at unprecedented levels will create the impact and speed needed to achieve all people living well within planetary boundaries by 2050.

LPL OSJ Recruits $450M Team From Advisor Group

They join LPL from Sagepoint Financial, part of the Advisor Group network of broker-dealers.

Limestone Asset Management Closes on Pinecrest Town Center Mixed-Use Retail and Office Property in Miami-Dade County for $32 Million

Limestone Asset Management Purchased the Property Through a Joint Venture Between Limestone Asset Management and Orion Real Estate Group

Alternative Investments