Managers of Wealth Americas

Allworth Pens First Two Deals of 2024, Adding $621M

Allworth has acquired Tridea Advisors, a local RIA with $341 million in assets, and Capital Point Financial Group, a Glenview, Ill.- and Sarasota, Fla.-based firm with $280 million in assets.

MAI Capital Management Acquires WaterStone Investment Counsel

As we move into the next phase in our business journey, we are excited to join MAI, which shares our intense focus on doing what is best for our clients

Lombard rebrands as Axcelus Financial

The new name and full rebrand follows last November’s acquisition of the company by an affiliate of BroadRiver Asset Management LP

TD Asset Management Inc. Announces TD ETF Distributions

ETFs are not guaranteed, their values change frequently

Vanguard enhances investor capabilities for intergenerational wealth planning

The firm has partnered with digital estate planning provider Vanilla.

CI Global Asset Management Expands Access to its Private Pools

The CI Private Pools consist of 17 mandates spanning a range of geographies, investment styles and asset classes.

Carrick enters into LPT with Brazilian reinsurer

Carrick UK Services will assume the UK Branch’s staff and operations as part of the transaction.

Accenture Expands Capabilities for Private Equity Clients with Acquisition of Impendi

The firm’s procurement analytics offering allows clients to track spend

Artisan Partners Asset Management Inc. to Announce 4Q23 and Full-Year Results on January 30, 2024

Artisan Partners Asset Management’s earnings release

Experian's Latin America growth continues to stand out as tailwinds remain

Brazil in particular has strong growth potential and now sees 86m users of Experian’s membership, and 100m for the region.

MAI Capital Management Acquires Traverso Chambers Private Wealth Managemen

Tim Chambers and Marc Traverso join MAI’s team, expanding the firm’s West Coast presence

CI Global Asset Management Launches ETFs Targeting U.S. Momentum and Value Stocks

CI U.S. Enhanced Momentum Index ETF and CI U.S. Enhanced Value Index ETF begin trading today

AGF buying majority stake in alternative investment firm Kensington Capital

Kensington will maintain its investment and operational independence, receive strategic support

Goldman: Private equity will have to go ‘back to the future’ in new rate environment

Private equity has expanded rapidly over the past decade, fuelled by easy access to credit.

Nominations ongoing for the 2024 Wealth Professional Awards

WP's Canadian industry-leading awards show will mark 10th anniversary in June

The legacy of 2008: The private debt market’s exponential growth

The proliferation of environmental, social, and governance (“ESG”) investing will continue in private debt, although the pursuit of long-term sustainability goals is clashing with the allure of immediate profits.

LarrainVial Unveils LV Distribution, LLC: A New Initiative Expanding Asset Management Reach into the U.S. Market

LarrainVial is excited to unveil LV Distribution as a significant milestone in our journey towards expanding our footprint in the U.S. market

Morgan Stanley Displaces Citigroup as Least-Loved Big Bank Stock

A majority of stock analysts now recommend investors hold Morgan Stanley, but not to add shares, while they recommend buying Citigroup.

Jefferies profit misses expectations on dealmaking lull

The uncertainty stalled global mergers and acquisitions, which hit a decade-low.

40 Northwestern Mutual Wealth Management Teams Rank Among Nation's Best in New Forbes Listing

Across the nation, Northwestern Mutual advisors and their talented teams are alleviating financial anxiety

Alternative Investments