Managers of Wealth Americas

Wells Fargo, Scholarship America Launch 2020-21 Disability Scholarship Program

Applications accepted through Dec. 6, 2019

Fund managers waiting out high-profile unicorn IPOs after string of flops

Callinan is now shifting his strategy to wait until at least after the 180-day lock-up period

Private Equity Changes Everything

The growth of private equity is “one of the most profound shifts in the capital markets since the 19th century,” according to a new EY report.

Relative Insight Secures $5 Million Series A

Developed through a 10-year research project with Lancaster University’s linguistic and cybersecurity departments, the technology platform compares language sets to detect linguistic and attitudinal differences between consumers and brands as well a

Under Hasenstab, Franklin Templeton Global Bond Fund Loses $3 Billion in Bad Quarter

Total net assets of the global bond fund fell from US$ 33 billion to US$ 30 billion.

Fidelity Introduces New Customized Investment Models in Fidelity AMP, Its Award-winning Digital Advice Solution for Advisors

Fidelity AMP Combines Human and Digital Capabilities to Help Advisors Scale Their Businesses and Deliver Greater Value to Investors

More money is being pulled out of stock funds than at any point in the last 10 years

Investors pulled roughly $60 billion from stock funds in the third quarter, marking the largest equity outflow since 2009, according to Morningstar data cited by the Wall Street Journal.

Eaton Partners Acts as Placement Agent for Turning Rock Fund I

Turning Rock has been active in the marketplace with nine investments across a diversified portfolio of structured debt, equity, and hybrid investments targeting North American small and mid-capitalization businesses.

Arthur J. Gallagher acquires Swedish broker

Vyvienne Wade, CEO of Gallagher's International division, added: "Proinova is an impressive business, with high-quality people who focus on culture and clients first and foremost, just as we do at Gallagher.

Fund Managers Try Financial Planning as Indexing Cuts Profit

Fund providers are bolstering their own income by offering financial planning services to advisers and individual investors, for a fee, of course.

Arthur J. Gallagher & Co. Acquires Direct To PolicyHolder (DTPH)

DTPH brings Gallagher deep expertise in next-generation ecommerce marketing.

Arthur J. Gallagher & Co. Acquires Garrett-Stotz Company

Garrett-Stotz is a terrific fit with Gallagher," Bumpy Triche noted. "It is well-aligned with our core niche strategy and driven by leaders who share our entrepreneurial spirit.

Arthur J. Gallagher & Co. Acquires Garrett-Stotz Company

Garrett-Stotz is a terrific fit with Gallagher," Bumpy Triche noted. "It is well-aligned with our core niche strategy and driven by leaders who share our entrepreneurial spirit.

GE Freezes Pension Plan, and the Stock Market Shrugs

Underfunded pension plans have concerned GE investors in recent years and Wall Street analysts have frequently added the company’s pension-funding gap to its traditional debt balance when assessing its financial health.

Lincoln Financial Group’s Jen Warne Receives 2019 “Women Worth Watching” Award From Profiles in Diversity Journal

Sixth Time in Past Seven Years an Executive from Lincoln Financial Has Been Recognized

Mather Group Acquires Pharma Exec-Focused Wealth Management Practice

TMG founding partner Stewart Mather says in the press release that bringing on RPH will help TMG with its plans to develop a nationwide footprint.

Entoro Capital and FON Financial Announce Equity Participation and Strategic Partnership

The partnership leverages the capabilities of both Entoro and FON to provide quality investment offerings for family offices in the alternatives space in new and emerging industries.

Schroders enhances investor access to private equity with new fund

The fund will focus on small and medium-sized buyouts in Europe and USA

Lincoln Financial Group Expands East Coast Presence

The space also provides opportunity for future growth.

Siebert Financial Corp to acquire Weeden Prime Services

Upon closing, which is subject to regulatory and customary closing conditions, Weeden Prime will be a wholly-owned subsidiary of Siebert.

Alternative Investments