Managers of Wealth Americas

Oakworth Capital Bank Announces SouthPark Towers As New Central Carolinas Market Location

The approximately 7,500-square-foot space will accommodate conference suites and offices for Oakworth's clients and associates.

Nicola Wealth Real Estate Acquires Adjacent Property to Consolidate Business Park Ownership

The 34,440 sf building sits on a 3.13-acre site adjacent to NWRE’s 1Forty3 Business Park

Charles Schwab Named No. 1 Online Broker by Investor’s Business Daily

“IBD congratulates Charles Schwab for consistently ranking among the top overall brokers since the Best Online Brokers report first launched 11 years ago,”

Principal Financial Group Announces Full Year and Fourth Quarter 2022 Results

Declares first quarter 2023 common stock dividend

Private Bancorp of America, Inc. Announces Record Fourth Quarter and Full Year 2022 Financial Results

The Company continues to exhibit successful customer acquisition activity as shown by the growth in loans despite a rising rate environment.

Bankfirst Capital Corporation Reports Fourth Quarter 2022 Earnings of $7.0 Million

The Company also reported net income of $23.0 million

State Street Partners with Black-Owned Businesses to Underwrite $1.25 Billion of Senior Unsecured Debt

Offering reinforces State Street’s commitment to diversity in the financial services industry

Morningstar Advisor Workstation Debuts Investment Planning Experience to Deliver Holistic, Personalized Investment Plan Recommendations Based on Investor Goals and Preferences

The solution combines Morningstar's methodologies and data to help advisors deliver tailored plan recommendations based on risk preferences, values, and investment goals with the push of a button

TD Asset Management Inc. Announces Notional TD ETF Distributions

The Tax Act contains special rules for determining the income of financial institutions, including, but not limited to, the realization of all unrealized gains or losses on mark-to-market property held by the financial institution on income account at the

Apex Group to acquire Bank of America Irish depositary business

Apex Group’s existing depositary services delivered by EDB, support a range of regulated fund types, underpinned by top-tier technology and workflow systems.

New Chubb and National Center for the Middle Market Survey Finds Middle Market Economic Confidence Rebounds from 2022 Mid-Year

As companies navigate the increasingly complex risk landscape, 91% of middle market leaders are working closely with their insurance agents and brokers to identify best practices for reducing exposure to a range of risks and adjusting coverage to account

Knight Frank and Berkadia form international alliance

The platform spans all major capital hubs and sources of capital, including the US, Asia Pacific, Europe, the UK and Middle East

Nippon Life to Commit Further $1 Billion in Resolution Life, Following Strategic Partnership with Blackstone

Nippon Life believes that the strategic partnership between Resolution Life and Blackstone will accelerate the growth and development of Resolution Life.

Lincoln Financial Group offers faster route from planning to protection with new, fully automated life product

Lincoln WealthAccelerate SM is an indexed universal life product with a streamlined, electronic process from application to policy management.

Rockland Trust’s Investment Management Group Announces a Record Year with $5.8 Billion in Assets Under Administration

This milestone is a testament to our team’s dedication to helping individuals, families, and businesses confidently work toward their financial goals

Peter Hargreaves: Blue Whale will focus on 'land of opportunity'

Bearish on UK economy

Five Investment Opportunities the 60/40 Rule Overlooks

Today’s financial landscape demands an approach that is both broader and more nuanced.

Arthur J. Gallagher & Co. Acquires Remco Insurance Agencies, Inc.

Rahim Peerbhai and his associates will remain in their current locations under the direction of Jorge Barcena, President of RPS Pronto.

Apex Group to acquire Bank of America Irish depositary business

This is the latest in a series of strategic global acquisitions for Apex Group to broaden the geographical scope of depositary services in the European market with the addition of Darwin Depositary Services in the Netherlands.

Harbourfront sets five-year business value target

After year of milestones, independent wealth firm is poised for continued growth

Alternative Investments