Managers of Wealth Americas

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.

Citizens Financial Group, Inc. Announces Final Stress Capital Buffer Requirement

2020 Capital Plan andStress Capital Buffer requirement of 3.4 percent are unchanged

LPL Financial and Financial Resources Group Welcome Bialke Financial Partners

With the move, the firm will expand its ability to serve more clients by operating as the investment arm of the American Bank of the North.

CI Financial powers OCM Capital Partners’ acquisition of registered investment advisor Thousand Oaks Financial

“This arrangement provides continuity for Professional Planning’s clients while giving them and their advisors access to the additional services and support of a larger firm,” said Patrick Bowen, OCM President.

JPMorgan: Bitcoin is your # 1 Option of Youthful Investors

Yes it is. Critics have discovered that elderly, innovative investors have leaned towards golden , while so-called ‘millennials’ have decided to flock to Bitcoin.

Argentina’s debt deal: The view from the AMs seeking restructure

The Ad Hoc Argentine Bondholder Group has welcomed proposals put forward by the government to avoid a tenth default.

Asset manager Ares raises $5bn for PE funds

The Los Angeles-based asset manager is on track to collect at least $30bn this year despite disruptions from the coronavirus pandemic

JPMorgan says younger investors like bitcoin and older ones prefer gold

Both gold and bitcoin have rallied in recent weeks, a development underpinned by uncertainty around the global economy and a weakening U.S. dollar.

Onex Reports Second-Quarter 2020 Results

Onex Credit continued to grow its team with four new senior hires, including a Head of Structured Credit, Head of High Yield and two Opportunistic Credit portfolio managers.

Alternative Investments