Managers of Wealth Americas

TD and MPOWER Financing Collaborate to Help Simplify the Banking Experience for International Students in Canada

New relationship leverages the strengths of each organization to help promising students, from around the world, access world-class banking and financing products

Fisher Investments to Spin Out $4.75B 401(k) Business

The new company, Fisher Retirement Solutions, will be run by Ken Fisher’s son, Nathan Fisher.

Arkadios Capital Lands $850MM Advisory Group From LPL Financial

Gulf Coast Wealth is a prime example of the challenges facing the financial industry.

Morgan Stanley at Work Insights Spotlight Increasing Focus on Workplace Financial Benefits, With Equity Compensation Key

Findings show equity plans in particular continue to gain popularity as a strategic method to attract, retain and motivate top talent.

Kingswood U.S. Assembles Group of Former U.S. Military Leaders to Launch Kingswood Defense Group

Latest Expansion of Firm's In-House Investment Banking Team will Support Companies in the National Defense and Aerospace Sectors

Apex Group issues new Holdco PIK Notes with an incremental $1.1bn from Carlyle and Goldman Sachs

This commitment endorses Apex’s sustainable growth strategy

TD Announces Non-Viability Contingent Capital AT1 Limited Recourse Capital Notes Issue

The LRCNs will be registered with the U.S. Securities and Exchange Commission (the "SEC").

Three Sixty Wealth Joins Carson Group's Growing Partner Network

Partnership Helps Firm Address Increased Demand for Personalized Wealth Management

Redwood Investment Management's Redwood Real Estate Income Fund Celebrates Outstanding First Year

$230+ Million in Investor Capital Raised in First Year of CREMX

Slate Asset Management Completes Approximately €425 Million of Senior Debt Refinancings for Its European Essential Real Estate Portfolio Year to Date

Slate completed the refinancings at five- and seven-year terms at compelling rates, which were also more favorable than initial underwriting.

Hamilton Lane closes largest-ever fund at $5.6bn

The fund’s predecessor, Secondary Fund V, closed on $3.9 billion in commitments in 2021.

Morgan Stanley Looks to Latin America as Global Tensions Rise

The New York-based company has about 400 people serving Latin American clients in those business.

Raymond James cuts LKQ to market perform; shares fall

In May, wholesale used-vehicle prices fell sharply

M&A hedge funds outperform with 7.7% return, says Goldman Sachs

According to LSEG data, worldwide M&A was valued at $1.3tn during the first five months of 2024, marking a 23% increase compared to the same period in 2023 but still below the $1.8tn recorded from January to May 2022.

AssetMark to Enter Strategic Alliance with Morningstar Wealth, Acquire Assets from TAMP Business

The account migration process will be designed to be seamless

TD Asset Management Inc. Announces Notional TD ETF Distributions

Up until March 31, 2024, the TD Global Technology Leaders CAD Hedged Index ETF did not qualify as a mutual fund trust

JPMorgan, BNY Mellon Mull Entering India Asset Management Market

Per a source, “JPMorgan is looking at a few companies for acquisition and it is also open to equity partnerships with existing players.”

“The Second Wave of Democratization Has Begun”: CAIA Releases Report Designed to Help Wealth Professionals Progress From Ideation to Implementation in Alternatives

Franklin Templeton, Vanguard, Ellevest, NB Private Wealth all contribute important ideas on not just the “why” but the “how” of helping clients make use of alts

NewEdge Snags $540M Team From Carson

Stonebridge Financial Partners, a Michigan-based team of 18, has joined NewEdge from Carson.

Jill Jones Mentioned In Forbes Article On EB-5

A new article in Forbes highlights the EB-5 Immigrant Investor Program, and among the experts mentioned is JTC’s Jill Jones.

Alternative Investments