Managers of Wealth Americas

Franklin Templeton Canada Announces Completion of ETF Merger

At the close of business on December 16, 2022, FLUI was delisted from the Toronto Stock Exchange.

Practifi Selected As Performance Optimization Platform by Concurrent Advisors

Practifi's Scalable CRM Offering Will Strengthen Concurrent's Mission of Empowering Advisors'

Arthur J. Gallagher & Co. Acquires NEK Insurance, Inc.

Kevin Bruns, Jennifer Sylvestri, Kyle Peterson and their associates will be part of Gallagher's San Francisco branch under the direction of Jim Buckley, head of Gallagher's Northwest region retail property/casualty brokerage operations.

Chubb Announces Plans for New Philadelphia Office

The leader in property and casualty insurance will add 1,250 new employees in a state-of-the-art building, designed with the highest standards for sustainability.

Wall Street to Slash Bonuses, Eyeing More Sovereign Wealth Fund Opportunities

In a measure to contain a drop in profits, Goldman Sachs Group could remove up to 4,000 jobs, or around 8% of the bank’s workforce.

STP Investment Services Acquires Leading Family Office and Wealth Advisory Fintech Solution, WealthSite

The acquisition brings STP’s AUA to over $400B and will accelerate the technology roadmap of the firm’s proprietary BluePrint platform

Apollo Funds Provide $200 Million to WEC Energy Group Renewable Portfolio

Wind Holding is part of WEC Energy Group’s nonutility energy infrastructure business, which has agreements in place for majority ownership interests in wind and solar generating facilities that are capable of producing more than 1,700 megawatts of e

CIBC Asset Management expands strategic relationship with Ares Management to include Private Credit

Investors are seeking alternative opportunities beyond traditional publicly traded securities and private credit offers diversification, insulation from market volatility

PowerFlex Receives a $100M Investment from Manulife Investment Management

Capital Raise to Accelerate Software Development and Scale Up Project Deployment

When Merging Retirement Planning and Wealth Management, Participants Must ‘Come First’

As retirement planning and wealth management begin to overlap, a dividing line must be drawn between them for both business and compliance reasons, according to a panel of experts in PLANADVISER’s latest practice management webinar.

F.N.B. Corporation Completes Acquisition of UB Bancorp

FNB Welcomes New Customers in North Carolina

Money managers seek young talent to grow their firms

BPTW winners emphasize student debt help and diversity in their recruiting

JPMAM launches two new sustainable ETFs

T3MP specifically invests in companies that JPMAM believes are poised to benefit from growing demand for climate change solutions.

State Street Global Advisors Extends Proxy Voting Choice to More Investors

State Street Global Advisors’ clients in separately managed accounts already have the ability to either vote their own shares directly or delegate proxy voting of their shares to the firm’s asset stewardship team.

Crystal Capital Partners Named Alternative Investments Platform of the Year by Wealth Solutions Report

Prestigious Industry Award Recognizes Leading Alternative Investment Platforms Helping Financial Advisors Align Alternative Assets with High-Net-Worth Clients

Hightower Facilitates Strategic Merger Between Hightower Bellevue and $350 Million Sovereign Wealth Advisors in Washington

Sovereign Wealth Advisors specializes in financial and retirement income planning, investment management, tax management and estate planning

Alternative Investments