Managers of Wealth Americas

ATB Financial Completes Acquisition of BCV Asset Management Inc., Expanding its Wealth Management Expertise

ATB Financial continues wealth management growth with strategic acquisition of leading portfolio management firm, BCV Asset Management Inc.

BlackRock Announces Board Approval of Closed-End Fund Reorganization

It is currently expected that the Reorganization will be completed in the first half of 2025

Vanguard to Offer New Options for Meeting Investors’ Short-Term Liquidity Needs

Both new ETFs can serve as part of an investor’s liquidity tool kit, as both will offer exposure to U.S. Treasury securities, have short durations and low volatility, and are expected to have tight bid-ask spreads.

Panitch Schwarze Partner Jeffrey W. Gluck Named Among IAM Strategy 300 Global Leaders 2025

These specialists work in major IP markets around the world, and their approach to intellectual property is regarded by peers as truly strategic in nature.

EQT forms midstream joint venture with Blackstone unit

It is expected to offer EQT a “large-scale” equity capital solution with an accretive cost of capital.

State Street Announces Issuance of $2.25 Billion of Senior Debt

The underwriting syndicate on this debt offering has been structured in a manner consistent with State Street’s inclusion, diversity, and equity strategy

Summit Financial Continues to Surge Forward with $420M Asset Acquisition in Three Leading Advisory Firms

Powerhouse RIA leverages groundbreaking partnership model to fuel nationwide growth with the addition of Southeast Financial Group, Radiance Private Wealth and Silvertree Retirement Planning

Canadian life insurance new premium climbs to CAD 478m in Q3: LIMRA

Focusing on whole life, new annualised premium climbed 9% to $324 million in the third quarter of 2024.

Värde Acquires Unity Investment Management to Manage $800+ Million Healthcare Real Estate Portfolio

Expects to scale portfolio to over $2 billion capitalizing on strong sector fundamentals and demand drivers

High-Touch Boutique Wealth Management Firm Clarendon Private Launches Redesigned Website

The redesigned Clarendon Private website highlights the high-touch, personalized nature of its services and offerings.

JPMorgan Chase & Co. (JPM) is Attracting Investor Attention: Here is What You Should KnowJPMorgan Chase & Co. (JPM) is Attracting Investor Attention: Here is What You Should Know

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account.

Nouriel Roubini Debuts His Alternative-Haven ETF for Trump Era

The Atlas America Fund (USAF) will invest in climate-change resilient real estate investment trusts, inflation-protected U.S. Treasuries, municipal securities, corporate bonds and gold trusts, among others.

State Street Global Advisors Forms Strategic Relationship With Bridgewater Associates

Together, these asset management leaders seek to widen investor access to alternative investment strategies

Robinhood to Acquire $40B AUA TradePMR

Robinhood Markets has penned an agreement to acquire TradePMR

SEI Expands SMA and UMA Solutions with Suite of Equity and Fixed Income Strategies

New SEI-Managed and Third-Party Investment Options Further Bolster Flexibility for Advisors

Brown Advisory Selects SEI to Launch First ETF

SEI’s Turnkey Operational Platform and Comprehensive Suite of Services Provide Scale and Stability

SPDR® Gold Shares (GLD®) Celebrates 20 Years as State Street Global Advisors Survey Indicates Investors Have Increased Allocations to Gold

According to the survey, Millennial investors are playing a significant role in the growing demand for gold

Alternative Investments