Managers of Wealth Americas

Everest Wealth Management owner vows to continue fight against Maryland AG office

The securities division in the Attorney General's Office first brought forth its allegations a year ago.

Advisors Asset Management Expands Strategic Partnership with Rothschild Asset Management

Rothschild will continue to serve as investment manager for the two large-cap strategies

Visium's Sanjay Valvani found dead in apparent suicide after insider trading charge

A New York Police Department representative said Valvani was found by his wife and left a suicide note.

Hedge Funds’ Misery Exposed as Caribbean Proxies Dump Treasuries

The sales corresponded with the only losing month this year in the world’s biggest bond market.

Mackenzie Investments partners with Paris-based asset management firm TOBAM to launch innovative Smart Beta ETFs

For investors rethinking their core holdings, these funds aim to enhance diversification that may help achieve superior performance with lower risk over reasonable periods of time.

Longwave Advisor, Automated Investing Platform for Millennials Launches

Client portfolios are then invested in up to 40 global markets through low-cost exchange traded funds.

Connecticut Wealth Management Named to 2016 Financial Times 300 Top Registered Investment Advisers

Connecticut Wealth Management's advisors average more than 20 years of experience in the financial services industry, with more than 180 years of combined experience.

Edelman Financial Services Named To List of 300 Top Registered Investment Advisers

Edelman Financial was founded 30 years ago and manages $16 billion for more than 30,000 clients.1

Ex-BofA Executive Opens Local Private Wealth Management Company

He cited his family and new career opportunities as reasons for starting his own company.

Nomura Research Institute Acquires Cutter Associates, LLC, the Leader in Investment Operations Consulting and Research to the Market's Preeminent Asset Management Companies

Combined entity expected to be the dominant, global provider of research and consulting services to the investment management sector

The 2016 Hedge Fund Rising Stars: Charles Dufresne Jr.

Sciens Capital Management’s Dufresne is gobbling up hedge funds in the wake of market volatility.

ETF Model Solutions Recognized as Finalist for 2016 WealthManagement.com Awards

The Fund employs a passive portfolio management strategy based on the Endowment Index.

Thomson Reuters said to be in advanced talks to purchase Redi

One of the people familiar declined to comment on the value of the deal, and all asked not to be named because the talks are private.

Morningstar part of the problem as faith ebbs in active managers

A star rating system for funds is in need of further reform as investors question active managers

Five Dynasty Financial Partners’ Network Advisory Firms Rank Among Financial Times Top 300 RIA Practices

To select the firms for the list, the Financial Times solicited applications from more than 2,000 elite independent RIA firms with $300 million or more in assets.

Cetera Taps Former eMoney Chief as Board Member

The three new board members were chosen by a steering committee.

Wall Street, hedge fund billionaires warming up to Donald Trump

Trump has previously said that hedge fund managers "get away with murder" by paying themselves so much

Small print on Venezuelan debt will pique Wall Street’s interest

Wall Street hedge funds likely to read the small print of Venezuelan’s bond documents

Milken’s Former Manager Raises $500 Million for New Credit Fund

Meyer’s new firm, Silver Rock Financial LP, registered as an investment adviser with the U.S. Securities and Exchange Commission in March.

U.S. Fund Managers' Big New Bet - Going Small

The Russell 2000 is up slightly less than 1 percent for the year to date, compared with a 1.4 percent gain for the S&P 500.

Alternative Investments