Managers of Wealth Americas

AM Best’s outlook on Canada’s P&C segment remains stable despite C$3.1bn cat losses in 2023

Canada’s P/C insurance industry managed to achieve favorable financial results

TD Asset Management Inc. announces risk rating changes for select TD Managed Assets Program (TD MAP) Portfolios

The risk rating changes will be reflected in the TD MAP Portfolios' Simplified Prospectus and Fund Facts that will be filed on or about October 24, 2024.

Vancouver’s MyFO Garners Investment to Modernize Wealth Management for Family Offices

Despite this scale, management of these assets is often riddled wth inefficiencies, argues MyFO.

State Street Announces Issuance of $2.3 Billion of Senior Debt

This offering reinforces State Street’s commitment to inclusion and diversity in the financial services industry

Asset managers enhance forecasting with EPM

EPM provides an important advantage in the timeliness that is essential in investment decisions.

Wealth Management Invest: Breaking Down Semi-Liquid Funds with StepStone CEO Bob Long

StepStone Private Wealth's CEO details how and why the company uses semi-liquid evergreen funds over other private market investment vehicles.

Sovereign wealth funds are positioning portfolios for growth

Growth in the sector has been astonishing, especially in the Middle East.

World’s largest investment managers see assets hit $128 trillion in return to growth

The research also reveals the continued evolution of active vs. passive assets under management among the largest investment managers.

BNY Mellon partners with Mizuho to boost trade

It seeks to reduce the complexities and costs associated with cross-border transactions.

Here’s Why Madison Investors Fund Sold Brookfield Asset Management Ltd.

A skyline of modern office towers built with investments from the alternative asset manager.

Hazeltree bolsters zConnect platform with Necto APIs

Necto's extensive network of banking APIs complements Hazeltree's existing connectivity

Apex Group expands footprint in Latin America

Apex said this strategic move gave the company an opportunity to enter the Andean Latin American market with a leading partner.

Private Equity Dominates RIA Deal Activity in Q3

Private-equity backed RIAs and private equity firms accounted for most of the third quarter’s deal activity, according to Echelon Partners

The one big bank that had a challenging week

The stock of the nation’s third-largest lender fell 5% on the day of its third-quarter earnings announcement despite beating expectations and showing revenue growth across all five of its divisions.

Apollo CEO Rowan Sees Private and Public Markets Converging

Competition and liquidity will boost demand for private assets, Apollo's CEO said at the CAIS Alternative Investment Summit.

Head of Fidelity-Owned Group of 1,700 Family Offices Departs

The new executive will also oversee Finteract, a similar community serving financial advisory professionals,

Credit Union Wealth Group Launches Managed Direct Bond Investments for Member Portfolios

Credit unions may see a valuable opportunity to grow member wallet share by consolidating assets held at third-party brokerages and TreasuryDirect.

Pathstone to Merge With Hall Capital to Create $100B AUM Firm

Following its purchase of $45 billion Hall Capital Partners, private equity-backed Pathstone will now have a national footprint with 23 offices and over 750 team members.

Einhorn: “We Are Likely to Underperform”

Greenlight Capital remains leery of the bull market.

Naviter Wealth and Wealth Advisor Growth Network Pull Off Rare Succession Plan for Second Generation and Clients

In less than five years, private RIA serving families with significant wealth grows assets exponentially, credits WAGN with critical support

Alternative Investments