Managers of Wealth Americas

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

Liberty Mutual Insurance hires Marsh’s Case as Global Product Manager, Cyber

She joins the firm following a 16 year tenure at Marsh

Blackstone’s First Private Equity Fund for Rich Individuals Gets $1.3B

Dubbed BXPE, the fund will invest in private strategies including startups, fund stakes and the buyouts that Blackstone Chief Executive Officer Steve Schwarzman is known for.

Madison Wealth Management Joins MAI Capital Management

The acquisition adds approximately $1.4 billion to MAI’s client AUM and expands firm's presence in Cincinnati and Northern Virginia

December jobs report: US economy adds 216,000 jobs, shocking Wall Street

Key to the soft-landing goal is a normalization of a red-hot, pandemic era labor market.

Do hedge funds make portfolios more or less risky?

Hedge funds are seen as too risky by some. Investors must be able to bear certain risks not always experienced in stocks and bonds. But adding hedge funds to a portfolio can reduce risks to overall wealth.

A soft landing for US economy is 'increasingly conceivable' but not 'inevitable': Fed's Barkin

He outlined a number of risks that could disrupt that soft landing, a term that refers to a scenario where inflation drops and the US economy slows without triggering a recession.

Mariner Acquires $360M California Firm

Confluence Financial Planning’s six associates will continue to operate out of their Sacramento office. It’ll be Mariner’s first location in the city, and 15th in California.

KKR closes deal with Global Atlantic Financial

The $2.7 billion all-cash transaction was first announced in November.

Athene holding company shifts to US from Bermuda

Fitch said Athene’s rating, its senior unsecured notes and its insurance operating affiliates were unaffected by the rating action.

Franklin Templeton Completes Acquisition of Putnam Investments

Adds Complementary Investment Capabilities with Scale and Strong Performance

Fixed-Income Outlook 2024: Bonds Roar Back

The resulting rollercoaster ride included a surge in bond yields, with the 10-year US Treasury yield briefly touching 5% as technical conditions clouded the fundamental picture.

Differences in Entrepreneurship Across the US: Can Industrial Policy Help?

The policy must consider the needs of regional and local communities, which may differ from a national perspective.

KeyCorp Chairman & CEO Chris Gorman Honored With Annual Humanitarian Award

Award recognizes individuals who have left lasting legacies of diversity, equity, and inclusion in their communities

Scotia Global Asset Management announces final year-end cash distributions for the Scotia ETFs

The actual taxable amounts of cash distributions for 2023

Generational Equity Advises A3GEO in its Sale to RMA Companies

RMA is a leading provider of professional services in environmental consulting, geosciences, and materials testing and inspection

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