Managers of Wealth Americas

Waverly Advisors Acquires Prosper Financial Advisers

Waverly establishes its fourth location in Florida

TD Direct Investing launches new state-of-the-art online trading platform TD Active Trader

Powerful new platform offers advanced features for trading U.S. securities and options strategies

Goldman Sachs Announces the Launch of Marquee® MarketView

Goldman Sachs introduces Marquee MarketView, an innovative visual analytics dashboarding solution designed to streamline our institutional clients’ investment process in global markets.

Brasada Capital Management and GCI Investors Announce Merger

The merger brings together two Houston-based investment management firms which have remarkably similar investment philosophies.

Sun Life Reports Third Quarter 2023 Results

Increase to common share dividend from $0.75 to $0.78 per share.

The "crazy, obscene" recruiters at hedge funds. McKinsey & Co. consultants working for free

Being at hedge funds, these recruiters aren't actually called recruiters.

US bank stocks fall to record low against S&P 500 as sector hurts from bond crash

The bond crash triggered the rapid collapse of lenders First Republic, Silicon Valley Bank and Signature Bank in March, which rocked the wider sector.

How Nicola is adjusting its real estate strategy as rates stay high

Managing director of Nicola Wealth Real Estate explains what his team is doing in tough environment for real estate assets

IQ-EQ voted ‘Best Fund Administrator – Large Managers’ at the Private Equity Wire U.S. Awards 2023

Winners were announced at a networking event on 25 October at The Penn Club in New York.

Simplicity and Passerelle Partners Join Forces

Waller Helms Advisors acted as exclusive financial advisor to Passerelle Partners in the transaction.

IG Wealth Management Study: Few Canadians Appreciate the Important Role Life Insurance Can Play in Optimizing Their Estate

The study reveals that many Canadians are unaware of the potential tax burden their beneficiaries could face when inheriting assets such as investments, vehicles and properties.

IG Wealth Management Expands Proven Financial Literacy Platform

New programs with Prosper Canada and the Canadian Foundation for Economic Education will help build financial confidence within Indigenous communities and among Indigenous youth

Ault Alliance Announces Gresham Worldwide Receives $5.4 Million in Contract Orders

Microphase technology will be used as part of a platform designed to counter improvised explosive devices to protect troops in the U.S. military.

LPL Financial Welcomes GER Loftin Wealth Advisors

The pair began working together in 2010 and have built a faith-based business focused on cultivating long-term relationships with their clients

Why alternatives are a key focus for institutions managing $100M-plus

Morgan Stanley's Graystone Consulting shares inaugural institutional investment study.

SMAs top growth among investment products, survey finds

U.S. households reported individual stocks as their most commonly owned investment product[1], held by 43% of households.

Abacus Life launches new wealth division in association with Dynasty Financial Partners

Headquartered in Orlando, ABL Wealth will provide clients that currently seek liquidity from their life insurance policies with comprehensive lifespan-based financial planning and investment management services.

Avantax’s Advisor Headcount Declines, Recruited Assets Rise

Avantax said the decline was due to attrition of lower producing advisors as it moves closer to finalizing a sale to Cetera later this month.

Texas investor raises $746 million for property deals

Stonelake Capital Partners plans to invest in industrial properties.

Franklin Templeton Launches Franklin Focused Growth ETF (FFOG)

New ETF Focuses Investments in Growth Companies with Potential to Benefit from Major Long-Term Trends

Alternative Investments