Managers of Wealth Americas

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.

Focus Financial Partners Reports Second Quarter 2020 Results

Performance Exceeds Expectations Demonstrating Resiliency of Business Model

Charles Schwab Announces Plan to Adopt thinkorswim Trading Platforms as Part of TD Ameritrade Integration

TD Ameritrade’s thinkpipes platform also to be adopted for independent advisor clients About Charles Schwab

Morgan Stanley dips toe into insurance with P&C

Clients will also have access to a suite of personal and commercial insurance lines, including inland marine, watercrafts, aviation, flood, cybersecurity, as well as general & professional liability.

Why Shouldn't Retirement Savers Buy ESG Stocks?

Labor Secretary Eugene Scalia’s proposed rule appears to impinge on pensioners’ freedom.

AIG Reports Second Quarter 2020 Results

Our core businesses performed well in the second quarter.

Alternative Investments