Managers of Wealth Americas

Ramaswamy's fund family Strive pivots to wealth management; Morningstar calls Strive 'average'

“That does not seem like a winning brand positioning to me,” one executive said.

3 Goldman Sachs Mutual Funds for Higher Returns

The fund has more than 2,000 professionals across 31 offices worldwide.

Lincoln International Acquires TCG Corporate Finance, a Leading Technology Investment Banking Advisor to European Private Equity

Strengthens the firm’s technology and digital expertise globally and its presence across the continent

Native-focused organizations receive more than $6 million in grants from Wells Fargo’s Invest Native

Initiative supports community groups in six states with focus on addressing economic opportunities

Miracle Mile targets HNW tech opportunity with new Chicago location

The national RIA managing $6.5 billion is bolstering its appeal to advisors and clients with an additional foothold in the Midwest.

Warren Buffett Is Selling Apple and Bank of America, but Here Are 3 Stocks He Plans to Hold Forever

While Buffett has been slashing his stakes in some of Berkshire's largest equity holdings and selling smaller positions entirely, there are three top stocks he plans to hold indefinitely.

BNY Expands iFlow's Fixed Income and Equities Insights

With this expanded capability, BNY’s iFlow will now be able to generate on-demand charts for shorts, holdings, and positioning, complementing existing flow views.

BlackRock sets up private markets fund platform for wealth market

BlackRock Private Markets is registered in Luxembourg and has three sub-funds.

Capital Group and KKR Advance Public-Private Investment Solutions for Individual Investors

The two new strategies are expected to be offered through financial professionals to the U.S. wealth market. Select institutional investors may find the strategies relevant in their portfolios as well.

Prudential Financial, Inc. Announces Third Quarter 2024 Results

The Company’s ongoing operations include PGIM, U.S. Businesses, International Businesses, and Corporate & Other.

US private payrolls growth surges in October

There is not much correlation between the ADP and BLS employment report.

Chubb reports record nine-month profit of $6.7bn

For the quarter, they also had strong premium revenue results in their North America P&C, international P&C, and life insurance divisions.

DPAM launches new sustainable US equity strategy

Degroof Petercam Asset Management’s US strategy follows an article 8 SFDR framework.

TD Asset Management Inc. Announces Risk Rating Changes for TD Global Technology Innovators Index ETF and TD Active Global Income ETF

There are no changes to the investment objectives, strategies or management of TD Global Technology Innovators Index ETF or TD Active Global Income ETF associated with the new risk ratings.

Alternative Investments