Managers of Wealth Americas

First Western Reports Third Quarter 2019 Financial Results

We had another good quarter of business development and client acquisitions, resulting in significant growth in total deposits and assets under management

Principal Announces Third Quarter 2019 Results

After excluding the significant variances noted in Exhibit 1, non-GAAP operating earnings decreased 10 percent over the strong prior year quarter.

“Wisdom In Curiosity” By Henry McVey

New macro report delves into the impact of negative interest rates, the outlook for economic growth, and the validity of risk-adjusted returns in private markets

Raymond James’ Private Client Group Adds 107 FAs

Financial advisor retention remained strong and recruiting momentum rebounded from a slow start to finish the fiscal year with the second best year for recruited production,” Raymond James chairman and CEO Paul Reilly says in a statement.

Tech companies roll out some useful tools for managing your retirement and investments

At last, fintech is paying attention to older Americans

Maine PERS continues to invest in data centres with IPI

The $14.6bn pension fund has previously committed capital to infrastructure funds managed by Global Infrastructure Partners, KKR and EQT.

Private Equity Titans Quietly Discover How to Get Richer

Robert Smith helped to popularize sales of minority stakes

Private Advisor Group provides succession to Advantage Investment Management

Acquisition will provide AIM RIA advisors and clients a seamless transition

NCA Financial Named to Forbes 250 Wealth Advisors and Barron's 100 Independent Financial Advisors Lists

NCA Financial Planners takes care of their clients' financial well-being by providing a wide range of comprehensive financial planning and wealth management services.

Discover Financial Services Reports Third Quarter Net Income of $770 Million or $2.36 Per Diluted Share

Looking ahead to the fourth quarter, we expect to finish the year on a very solid footing, achieving all elements of our 2019 financial and operational guidance.”

Is it time for ETFs to get active?

With only 2% market share, there’s only one way for actively-managed ETFs to go, and that’s up... right?

Wells Fargo Corporate & Investment Banking expands talent in Tech, Media & Telecom group

Cristiano Lima to join Business and Technology Services Investment Banking; Dan Nash to head Internet & E-Commerce Investment Banking

Manulife launches new secondary investment business

The new business will serve the increasingly complex liquidity needs of private capital markets, and is anticipated to invest in solution-oriented opportunities as well as more traditional secondary transactions.

EP Wealth Acquires $110 Million RIA in San Francisco

The partnership opens doors to new financial planning services for our clients to meet their financial goals.”

How Three FinTech Startups Are Disrupting Retirement Planning, Blending Human And Tech

While these three FinTechs might not be opening physical locations any time soon, they are moving away from exclusively robo-based services.

Dream Asset Management Corporation Increases Interest In Dream Hard Asset Alternatives Trust

DAM has agreed to accept Units in satisfaction of the management fees in order to increase its ownership stake in DAT and to preserve the business’s cash to support the cash distributions by DAT while DAT seeks to increase the market value of the Un

Citizens Financial Group, Inc. Reports Third Quarter Net Income of $449 million

Underlying net income of $453 million up 1% and EPS of $0.98 up 5% year over year

Blackstone Real Estate Income Trust to Acquire the Bellagio Real Estate from MGM Resorts International for $4.25 Billion in Sale-Leaseback Transaction

The sale is expected to close by year end and is subject to customary closing conditions.

CME Group Announces First Trades of New Shanghai Gold Futures

The new products bridge the two largest gold exchanges effectively as China's gold market continues to internationalize. This offers new trading opportunities to the market.

Syncora to distribute proceeds of sale of subsidiary to investors

Management and tax advisors are analysing the applicable tax considerations arising from the sale and distribution to Syncora equity holders

Alternative Investments