Managers of Wealth Americas

SIMON Announces Strategic Investment from Citi

Citi is the latest market participant to make a strategic investment in SIMON, deepening the partnership between the two firms

Mountain Capital, Merchant Align in Growth Partnership

Multi-office RIA to expand services to aviator clients through minority investment and new strategic resources

Cincinnati Financial Reports Fourth-Quarter And Full-Year 2021 Results

The communities we serve through our insurance business saw a high number of weather-related catastrophes near the end of 2021

LPL Financial, Synergy Wealth Alliance Welcome Two New Financial Advisors

The advisors chose to align with LPL and Synergy to establish a business continuity plan to help better serve their clients now and in the future.

Why Large Pension Funds Are Investing In Private Real Estate

Large pension funds are competing with investors and homeowners to buy everything: single-family homes, multifamily, commercial spaces — few asset classes are exempt.

Brazil's Itausa Q4 recurring profit jumps 53%

Recurring results attributed to Itausa's stakes in the financial sector were 2.725 billion reais, rising 15% year-on-year.

Hedge Funds Are Starting to Win Over Allocators Once Again

Three yeas ago, institutions were moving away from hedge funds. That trend is starting to reverse, according to AIMA.

Apollo to Invest in Aldar Through Landmark US$1.4 Billion Transaction

The Aldar investment marks Apollo’s latest commitment to Abu Dhabi and the UAE.

Balyasny chief pushes hedge fund deeper into private start-ups

Head of $13bn Balyasny Asset Management believes increasing number of his peers will enter market

University Growth Fund announces close of $50 million fund led by Ally

Largest student-run venture capital program builds on commitment to improve diversity within the industry

ETF Innovation: BMO Launches BMO Canadian Bank Income Index ETF

BMO Asset Management Inc.'s new ZBI Exchange Traded Fund offers access to yield enhancing segments of the bank funding market, including Limited Recourse Capital Notes (LRCNs) and preferred shares amid rising inflation and interest rates.

Apollo Reports Fourth Quarter and Full Year 2021 Result

We remain highly confident in our ability to execute the strategic vision

KKR Releases "Labor in Transition"

“Even before the pandemic, our macro forecasts had been signaling that a structural shift in the U.S. employment market was taking place.

Manulife and Sun Life Earnings Rise on Asset Management Growth

Manulife's 27% increase in global wealth and asset management earnings helped offset declines in profits in Asia, Canada and the U.S.

Focus Partners With CAIS to Provide a Customized Alternative Investments Platform to all Firms in the Focus Partnership

"For over a decade, CAIS has worked closely with Focus partner firms and understands their alternative investments needs."

Allworth Financial acquires Johanson Financial Advisors

Founded in 1993, Allworth specialises in investment advising, retirement planning, tax planning and preparation, estate planning, and 401(k) management.

IQ-EQ welcomes Atlantica Ventures as first Launchpad client

IQ-EQ Launchpad was founded on the principle that gender equality is a fundamental right and that leadership is required to drive change.

Principal Financial Group Announces Fourth Quarter and Full Year 2021 Results

Company also announces common stock dividend

Dubai's SHUAA Capital Files With SEC for Potential SPAC Listing in NY

SHUAA is now going through the final regulatory approvals following which a decision will be made to IPO the SPAC

JP Morgan AM adds ESG filter to ultra-short bond ETFs

ETFs will introduce a “values and norms-based screening” filter