Managers of Wealth Americas

Insurers continue distribution and wealth management acquisitions

This figure includes assets to be acquired pursuant to Canada Life’s proposed acquisition of Investment Planning Council.

Can alternatives help navigate macro uncertainty?

Alternative assets provide investors with the opportunity to diversify sources of return at a time of lower expected stock market returns, provided investors can tolerate the risks involved.

A Favorable Environment for Short-Duration Fixed Income

Scott Pavlak, head of short-duration fixed income at MetLife Investment Management, defines short-duration portfolios as those whose average durations range from a half- to two-and-a-half years.

Brookfield Asset Management Announces Results of Annual and Special Meeting of Shareholders

Management received a proxy from the holder of Class B Shares to vote all 21,280 Class B Shares for each of the six directors nominated

Arkadios Capital Lands $350MM UBS Team

Webb Garner Wealth Partners sought a partner that shared their values and commitment to advisor-centric practices.

Family offices up alternatives holdings to diversify

Among the changes are that these investors plan to raise infrastructure and private debt holdings on the back of rising allocations to hedge funds and private equity funds.

Natixis IM to close US equities ETF two years after launch

Liquidation proceeds due to be sent to shareholders before the end of July after difficult year for passive fund.

Apex Group’s Fund Services chosen for new LatAm Venture Capital Fund

The launch of Latin Leap’s VC fund is a welcome development against the wider backdrop of macroeconomic uncertainty slowing flows of capital to early-stage businesses.

State Street Corporation Announces Transition Information for Outstanding U.S. Dollar LIBOR-Linked Instruments

State Street has issued and outstanding USD LIBOR Securities for which Three-Month USD LIBOR currently serves as the benchmark rate used in connection with the calculation or determination of applicable interest, dividend or distribution payments. These

Franchise Investing For Nonaccredited Investors: Considerations For Advisors

These regulatory changes make it easier for nonaccredited clients to passively invest in franchises.

NFP acquisition to bolster retirement and wealth management capabilities

Move will result in the formation of a new firm

Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners

"Mercer Advisors is an exceptional company serving a large and loyal clientele,"

Consolidation Strikes 401(k) Market Again as Franklin Templeton buys Putnam Investments

What the deal means for advisors and the DC industry.

Creative Planning Snaps up Minnesota RIA With $2.5 Billion AUM

As part of the deal announced on Monday, Bergan is rebranding as Creative Planning for Business.

Don’t write off hedge fund ‘sharks and ChatGPT busters’

The rising demand for active management — combined with more short-selling opportunities — is fuelling talk of a long/short equity comeback

Asset manager consolidation wave continues as two deals announced in 24 hours

There seems to be no end in sight for the asset management M&A surge as Lansdowne Partners takes over Crux AM, while Franklin Templeton is set to acquire Putnam Investments.

Winged Keel Group Expands into Denver with Acquisition of The Madison Group

The new Winged Keel Denver office will be comprised of an 8-person team of client relationship managers

Fortis Private Bank Selects Q2 PrecisionLender to Modernize its Approach to Client Relationship Pricing

Q2’s premier relationship pricing and profitability solution will help Fortis’ front-line teams structure, price and negotiate profitable deals while strengthening relationships

Fixed income shines as equities lose their luster

Franklin Templeton's Brendan Circle discusses his pivot to fixed income as higher rates signal the return to long-term historical trends

Do Clients Really Want Personalized Portfolios?

Clients rarely have well-defined ideas about what they want their portfolios to look like.

Alternative Investments