Managers of Wealth Americas

Apollo Global Management, Inc. Reports Fourth Quarter and Full Year 2020 Results

Amidst great uncertainty and a volatile market backdrop

The Mather Group acquires Trinity Financial Advisors

The Mather Group, LLC starts 2021 off with continued momentum with its 8th acquisition in less than two years.

Charlesbank Capital Partners Closes Fund X at $3.75 Billion Hard Cap

Fund X will target investments in middle-market companies with enterprise values ranging from $150 million to $3 billion, with the flexibility to deploy up to $500 million per transaction.

Blackstone to Acquire Interior Logic Group, a Leading, Data-driven Provider of Design Solutions to Homebuilders, for $1.6 Billion

The company delivers to homebuilders and prospective homeowners critical information and support during the journey of moving into a new home, and utilizes technology, data, design expertise and supplier relationships to help enable buyers to complete the

Vistra enhances its presence in Brazil with the acquisition of Jotaerre

With this acquisition, Vistra enhances its presence in Brazil to expand its scope of support to international and local clients

KKR closes acquisition of Global Atlantic Financial Group Limited

Acquisition of leading retirement and life insurance company expected to add approximately $90 billion to KKR’s Assets Under Management

AIG to Report Fourth Quarter and Full Year 2020 Results on February 16, 2021 and Host Conference Call on February 17

As previously disclosed, this financial reporting will reflect a modified presentation of segment results.

Franklin Resources, Inc. Announces First Quarter Results

Adjusted operating income was $549.9 million for the quarter ended December 31, 2020, as compared to $428.9 million for the previous quarter and $405.5 million in the prior year.

NFP Acquires Pension Advisors, Expanding its Retirement Consulting and Wealth Management Capabilities

Acquisition will fuel growth and enhance value for clients in NFP's Central region.

Dynamic Funds launches Dynamic Retirement Income+ Fund

The Fund seeks to provide total returns that have lower correlations to major stock or bond market indices in the form of income

HilltopSecurities Independent Network Changes Name to Momentum Independent Network

The firm serves approximately 200 wealth management professionals in 29 states. Momentum Independent Network’s ownership and leadership remain the same under the new name.

Buffered ETF popularity surges but regulatory hurdle threatens

The products reduce risk, but there are calls to ‘bundle’ them with leveraged and inverse ETPs

Tesla champion Ark Investment outguns Wall Street titans

A series of bets on disruptive tech companies has allowed the New York firm’s inflows to soar

Hedge fund Melvin sustains 53% loss after Reddit onslaught

Firm hit with $4.5bn fall in assets after soured bets against the likes of GameStop

US giant swoops for 25% stake in NW property group

The investment will build on Warrington-based Langtree’s strong growth since its foundation five years ago and provide it with the financial resources to boost its activities.

Jupiter Celebrates a Year of Company Milestones and Anticipates Significant Market Demand

New Industry-Leading Customers and Public Sector Institutions, Enhanced Products and Capabilities Will Fuel Growth in 2021

Hamilton Lane to acquire 361 Capital

Closing is expected to occur later this quarter and is subject to customary closing conditions. 361 Capital is being represented by Piper Sandler & Company in the transaction.

Copley Equity Announces Investment in AeroMed Group

AeroMed, based in Charlotte, NC, will utilize Copley’s investment to assist in the company’s strategy to build a market-leading supply chain solutions provider to the Aerospace and Defense industries.

KKR & Co. Inc. To Announce Fourth Quarter And Full Year 2020 Results

A replay of the live broadcast will be available on KKR’s website beginning approximately one hour after the broadcast.

MassMutual to Acquire Great American Life Insurance Company

Great American Life will continue to be led by its current president, Mark Muething, and its more than 600 employees will remain headquartered in Cincinnati as part of the transaction.

Alternative Investments