Managers of Wealth Americas

Callan Adds Alternative Investments Coursework to Its New Portal, Callan On-Demand Education (CODE)

Unique platform launched in April offers institutional investing education

The Prudential Foundation commits $3.3 million toward homeownership solutions

The homeownership gap between white and Black families has remained largely unchanged since the 1960s.

LPL and Raymond James Now Offer Inspire Investing’s Fidelis ETF

Wallick Institutional is a division of Wallick Investments, LLC

Baillie Gifford US Growth: Investor patience ‘will wear thin’ over underperformance

In the trust’s annual result, it revealed that its underlying assets grew by only 16.2 per cent throughout the year, compared to a 24.8 per cent gain in the S&P 500.

Aegon reports first half year 2024 results

This set of results provides a solid basis to raise the interim dividend to 16 eurocents per share, up 2 eurocents compared with the 2023 interim dividend

Avoiding Wipeout: How to Ride the Wave of Private Markets

Companies will need to develop new capabilities to succeed in the fast-growing private assets market.

Manulife Investment Management Shares Analysis and Investment Insights within Natural Capital, TCFD and SRI Reports

The reports highlight Manulife IM's commitment in seeking to deliver strong long-term investment performance

US asset manager Vanguard raids KPMG for GC replacement

Tonya Robinson to join in October following Anne Robinson’s exit to IBM in July

Nedgroup Investments outsources to Northern Trust

Northern Trust will support Nedgroup Investments with its new fixed income platform through its Integrated Trading Solutions (ITS) offering.

Microsoft's dominant 21st century offers a key lesson for stock market investors

In this exercise, BofA teases out two key features of any market always worth keeping in mind for investors — composition and concentration.

Multigenerational team from Baird moves to Raymond James

The advisor trio, a father and his two sons, are joining the firm’s employee advisor unit in Indiana after managing more than $290M.

State Street Announces Agreement with Taurus to Deliver Full Service Digital Platform for Institutional Investors

Agreement will add tokenization and digital custody services to firm’s existing Fund Administration and Accounting capabilities for Digital Assets

European fund performance significantly lags behind US peers after T+1

Post T+1 analyses of passive S&P 500 funds show European returns are 14-20 basis points lower than their US equivalents

Investors look to Powell's Jackson Hole speech for clues about Fed’s first cut

He made it clear during a July 31 press conference that a 25 basis point cut was possible next month but downplayed the idea of doing something bigger, such as 50 basis points.

Warren Buffett Just Sold This Stock -- But I Think He's 100% Wrong

There are a few reasons I'm a fan of Capital One.

TD Asset Management Inc. Announces TD ETF Distributions

TD ETFs are managed by TD Asset Management Inc., a wholly-owned subsidiary of The Toronto-Dominion Bank.

Global money market funds draw second weekly inflow amid US economic uncertainty

Riskier equity funds reversed a downward trend, gaining about $857 million in net inflows in the week to Aug. 14, after losing a substantial net $4.56 billion the previous week.

Highwood Asset Management Second Quarter 2024 Earnings: EPS Beats Expectations, Revenues Lag

Looking ahead, revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Oil and Gas industry in Canada.

Stone delivers a consistent quarter with strong TPV growth and advancements in credit and banking

The company reported adjusted net income of R$ 497 million, a 54% increase over the same period last year.

Conway, Opto to Bring Vintage Private Markets Funds to RIAs at Lower Minimums

The two firms will be offering clients vintage private market funds.