Managers of Wealth Americas

Schwab Asset Management Announces Index and Fund Name Changes to Its Fundamental Index ETF and Mutual Fund Family

The changes are part of Schwab Asset Management’s continual review of its product set to refine and enhance its product line-up.

Revisiting The Mortgage Investment Corporation For Alternative Income

It is expected to grow to $2.3T by 2027, which is amongst the fastest growing asset classes.

Royal London Asset Management launches US Equity fund

It has returned 99.7% over the past five years in comparison to a sector average of 85.41%, according to data from FE Fundinfo.

GoldenTree Announces over $1.35 Billion Private Credit Fund

GoldenTree’s Private Credit Fund is delivering a net IRR of 22%, representing one of the highest levels in its peer group

The Indomitable Nature of Bank Cards

Nomura Introduces Nomura Capital Management as Firm Refines Focus on Investment Management Business in the Americas

The creation of NCM integrates Nomura Group’s unique strengths and established record of success in the U.S. credit market.

The inside story of New York Community Bank’s $1 billion lifeline

The group will end up with about 40% of NYCB, a person familiar with the situation told Fortune.

Modern Wealth Adds $1.2B Retirement Plan Advisory

The retirement head from acquisition Beltz Ianni & Associates notes a desire to grow the firm with Modern Wealth’s additional capabilities.

Vinci Partners and Compass Announce Business Combination

Compass has developed a leading and differentiated platform in LatAm

MoneyLion posts strong Q4 results

The work we did in 2023 positions us to lean into growth while remaining disciplined and focused on profitability.

Demand for Increased Personalization Could Come from Younger 401(k) Participants

Recordkeepers can distinguish themselves from their peers by offering solutions that integrate personalization within their target-date fund offerings

New York workers’ return to office ignites deal hopes in battered real estate market

"In New York, you have financial services firms who are growing rapidly, you don't have any new building,"

New York workers’ return to office ignites deal hopes in battered real estate market

"In New York, you have financial services firms who are growing rapidly, you don't have any new building,"

In Private Investment, Diverse Fund Management Teams Have Opened Doors

But a vital and often-overlooked dimension of diversification is the people driving portfolio decision making.

Hawksford Completes Paradigm Governance Partners Acquisition

Hawksford announced that it had entered an agreement to acquire Paradigm in November 2023

Hiscox Re & ILS sees record profit of $221.4m in 2023, CoR drops to 69.8%

The pipeline of further opportunities remains strong.

Weiss Asset Management is Unrelated to Weiss Multi-Strategy Advisers LLC

Such closing will have no effect on WAM, which will continue seeking to provide value to its investors.

State Street Announces $100 Million Program for Minority Depository Institutions and Community Development Financial Institutions

Both MDIs and CDFIs support low-to-moderate income communities through lending, affordable housing and workforce development.

Robertson Stephens Hits $5 billion AUM, Deepens Presence in the Northeast

The firm welcomes wealth managers, William Thrush and Meghan Rump, in new CT office, 5th office in the Northeast

Can smaller trusts survive without consolidation?

The trust sector has seen increased M&A in recent times, while investors have highlighted concerns over illiquid, sub-scale funds

Alternative Investments