Managers of Wealth Americas

State Street Expands Fund Connect ETF APIs to Provide Global Coverage

Fund Connect ETF is a global online portal that facilitates the creation and redemption of ETFs

EP Wealth Advisors Strengthens Presence in Utah with Acquisition of Parker Advisory Group, LLC

Interested in expanding meaningful relationships, the deal adds experienced and trusted advisor Chad Parker to the firm as senior vice president

Global Outlook 2024: Leading views on the year’s key hedge fund trends

At the same time, default rates have started to increase and bond exchanges – which is another term for restructuring, but which does not formally count as a default –increased sharply in 2023.

ADGM Experiences Unprecedented Demand from Asset Managers During US Roadshow

ADGM participated in discussions with 40 hedge funds, private equity fund, and venture capital firms

Great wealth transfer is underway in US — to women

Unprecedented $30 trillion expected to shift into hands of women by end of decade

Carson Wealth Expands East: $180M Firm Paves the Way for Growth in New Hampshire and Vermont

These will be the first Carson Wealth locations in both states, showcasing the firm's commitment to extending its reach and impact.

Why clients should stick with US stocks

Such strong performance has pushed US equity valuations into their top historical decile, meaning US stocks have been cheaper at least 90% of the time.

CBRE exec sees reasons to be optimistic about real estate

CBRE Investment Management has $150 billion in worldwide assets under management, about $33 billion of which is the Americas segment that Ingersoll oversees.

John Hancock Investment Management Files Initial Registration Statement for New High Yield ETF Subadvised by Marathon Asset Management

The ETF will be managed by Louis Hanover, Chief Investment Officer, and Michael Schlembach, Managing Director and Senior Portfolio Manager, Marathon Asset Management.

Kestra Financial Wraps 2023 With Record Recruiting and $9.5 Billion in New Assets

Company expects to build on milestone-year with continued growth and expansion in 2024

Freestone Capital Management Named Alternative Investment Firm of the Year by Wealth Solutions ...

Freestone was recognized as Alternative Investment Firm of the Year, an award given to the top three firms that provide a platform for helping financial advisors align alternative assets with their retail investor clients.

Walter Global Asset Management partners with Madryn Asset Management

We are excited to embark on this next chapter of our growth and look forward to a long and prosperous relationship.

Gold Demand to Hit Record With Central-Bank Buying, WGC Says

Insights into the Fed’s stance are due within hours, with the bank’s policymakers set to announce the result of their first meeting this year.

State Street Corporation Announces Issuance of Preferred Stock

The underwriting syndicate also included BofA Securities, Inc., Deutsche Bank Securities Inc. and Goldman Sachs & Co. LLC, each acting as joint book-running managers.

Chubb Reports Record Fourth Quarter Per Share Net Income

In the quarter, continuing the trend we experienced all year, commercial P&C rates and price increases across the majority of our global portfolio were strong and exceeded loss costs

IQ-EQ enters strategic alliance with Artex for insurance solutions

Artex is the third largest insurance manager in the world

Walter Global Asset Management partners with Madryn Asset Management and expands its presence in the United States

This investment expands Walter GAM’s presence in the United States

Arthur J. Gallagher acquires Forest Insurance Facilities

Forest Insurance Facilities is a commercial lines wholesale insurance broker and managing general agency (MGA).

OneAmerica Announces Rebrand to OneAmerica Financial

The firm’s logo and website will both be updated in an effort to clarify the focus of the Indianapolis-based company’s work.

BlackRock’s active funds get punished for second successive year

Citywire's head of investment research Frank Talbot takes a closer look at the flows and performance of BlackRock’s active funds.

Alternative Investments