Managers of Wealth Americas

Shalomi Abraham on maintaining a collegial culture at Invesco

Downtime and virtual team events help keep burnout at bay

Apollo Global Management, Inc. Reports Third Quarter 2020 Results

We are pleased that Apollo has delivered another strong quarter of financial results

Apex Group Announces Expansion Of Latam Presence

This latest acquisition brings the Apex Group to the landmark milestone of $1 trillion in assets serviced across administration, custody, depositary and under management, reinforcing its strength as a leading financial services provider in the asset manag

Chubb Reports Third Quarter Per Share Net Income

We expect both to begin to recover sometime in 2021.

Markel Reports Third Quarter And Nine-Months Results

Our insurance operations produced an underwriting profit, despite catastrophe losses and increases to reserves related to the COVID-19 pandemic, reflecting the strong underlying performance of our business.

Stifel Reports Third Quarter 2020 Results

For the three months ended September 30, 2020

Blackstone Reports Third Quarter 2020 Results

We are also seeing positive forward momentum in both realizations and deployment.

AIG to Pursue Separation of Life & Retirement Business

As an independent company, the Life & Retirement business will be well positioned to build value for shareholders by leveraging a broad product portfolio

Franklin Resources, Inc. Announces Preliminary Fourth Quarter and Fiscal Year Results

Fourth quarter and annual results for the fiscal year ended September 30, 2020 include two months of Legg Mason.

60% of Retirement Savers Who Made This Financial Decision Regret It

That loan amount is possible, but only in 2020 -- coronavirus relief efforts temporarily raised the maximum 401(k) loan amount from 50% of your balance to 100%.

Gallagher Releases Fall 2020 Market Conditions Report

Gallagher's Proprietary Data Analysis Indicates Compounding Factors Are Driving a Hard Market, Accelerated by COVID-19

Blackstone Announces $8 Billion Final Close of Second Core Private Equity Fund

Initial discussions with investors for establishing Blackstone’s core private equity business began in 2014, which led to the first close of the first vintage of this strategy in 2016.

TFSA Investors: Become a Millennial Millionaire With This 1 Trick

Rather than letting your cash sit in a savings account, put it to work!

Aadil Zaman Named to 2020 Financial Times 401 Top Retirement Advisers

The FT 401 is one in a series of rankings of top advisers developed by the FT in partnership with Ignites Research, including the FT 300 (independent RIA firms) and the FT 400 (broker-dealer advisers).

LPL Financial Welcomes Eight Advisors after CenterState Bank, South State Bank Merger

Eight CenterState advisors and five client services team members join more than 40 members at South State Investment Service to provide client-focused, locally-based financial advice and guidance throughout the Southeast.

Private credit investors want end to gender gap

Women now hold about a fifth of the industry's jobs and just 10% of the senior positions as of last year, according to London-based research firm Preqin.

Vanguard active fund closure highlights challenge in Europe

Low-cost provider’s passive fund growth is vastly outpacing its actively managed business

‘Set and forget’ investors stick with target-date funds

Covid-19 turbulence buoys loyalty to simpler defined contribution plans

Hopes of greater diversity as DoL allows private equity in 401(k) plans

Pension advisers will have a vital role in explaining the potential risks of such investments

PineBridge Launches USD High Yield Bond Fund in Europe

The Fund’s investment objective seeks to maximize total return consisting of current income and capital appreciation

Alternative Investments