Managers of Wealth Americas

Regions Bank Announces Creation of Franchise Lending Team

Led by 36-year industry veteran Peter Salas, initiative expands Regions’ specialized banking capabilities for small businesses.

Lincoln Financial Group named to Newsweek’s list of Most Trustworthy Companies

The company has been ranked third of 21 in the Financial Services industry among 400 honorees total spanning 22 industries

Mercer Advisors Acquires Vintage Financial Services, LLC

Expanding Mercer Advisors' Michigan Presence

New business wins drive growth of Apex Group’s Miami office

Apex Group in Miami provides the Group’s full single-source solution to asset managers, financial institutions, private clients and family offices, with a focus on the delivery of services to clients in the Miami, Florida and Latin American markets.

Raymond James enters deal to acquire Solus Trust

Acquisition aims to establish Canada's Leading Independent Trust Services Firm

Recession is likely in 2023, but U.S. markets could change course more quickly than investors might assume, RBC Wealth Management suggests

The most important objective for investors is to review portfolios and bring them in line with long-term strategic allocation recommendations

Altisource Asset Management Corporation Enters into New $50 Million Line of Credit

This new line of credit gives us additional access to capital to continue to grow and originate alternative assets

New Aviva program invests $3 million for EV chargers in under-served communities

Charged for Change will bring charging infrastructure to nine Canadian communities that are ready to transition to electric vehicles but lack infrastructure

Don't Expect Return Of Free Money, Peak Valuation Era, Columbia Threadneedle Managers Say

More realistic, the firm's managers said, is imminently getting to a period where there is more stabilization in terms of interest rates peaking.

Fortress Investment Group Announces Launch of Fortress Private Wealth Solutions

New Business to Manage Alternative Investment Products for Retail and High Net Worth Investors

Manulife Investment Management launches Forest Climate Fund

Provides investors with opportunity to invest in nature and mitigate climate change

Macquarie Asset Management completes acquisition of DTG Recycle

This partnership will help us continue to advocate for increased diversion of recyclable non-MSW materials out of landfills and support our communities’ sustainability goals.

Nicholas Wealth debuts alternative income ETF

The options sleeve consists of option spreads on ETFs and indices linked to the performance of equities, fixed income, and commodities.

Desjardins to buy wealth and other units from Guardian for $552m

These three units currently cater to over 5,000 independent advisors in Canada’s insurance and financial advice industries.

Mosaic continues global expansion with launch of Frankfurt office

Mosaic plans to further expand its presence in Frankfurt over the next 12 months with additional senior hires.

TD Bank invests $5 million in Citizens Trust Bank, a minority-owned financial institution serving the Atlanta region for over 100 years

The investment closely aligns with TD's purpose to enrich the lives of the customers and communities that it serves

Alternative Investments