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Why Affiliated Managers Group (AMG) Could Be a Hidden Winner in Alternatives

AMG River Road Small Cap Value Fund Q2 2026 Commentary

AMG River Road Dividend All Cap Value Fund Q2 2026 Commentary

AMG Renaissance Large Cap Growth Fund Q2 2026 Commentary

Investcorp’s First RIA Play Focused on ‘Mass Affluent’

The alternative asset manager’s foray into wealth management with the recent acquisition of $3 billion RIA Berger Financial is an opening salvo into the space, according to its Nor...

IG Wealth Management hands its core portfolios to a global asset manager

Goldman Sachs Asset Management takes over five IG funds and adds its own flagship strategies

Transamerica, Great Lakes Advisors Expand Partnership to Managed Accounts

Advisors in Transamerica’s network will now have access to Great Lakes Advisors’ Large Cap Value UMA and SMA strategy.

AMA Group Limited (AMGRF) Q4 2026 Earnings Call Transcript

Public Alternative Asset Managers See Wealth AUM Rise

In quarterly earnings reports, Apollo, Blackstone, KKR and other managers also reported a slowdown in redemption requests and teased future products for the wealth channel.

Acadian Asset Management (AAMI) Q2 2026 Earnings Call Transcript

Record AUM and 10 straight quarters of positive flows drive earnings growth.

$2.5B Hightower Affiliate Joins Signature Wealth Division

The addition sees Hightower Signature Wealth grow to $40 billion in less than a year through a combination of affiliates and newly acquired firms.

Allworth Clears $40B in AUM with Two Deals Worth $947M

Allworth made the double deal a few months after adding a third external investor to its capital table.

MAI's Post-Carlyle Deal Spree Continues, Adding Two Firms with Combined $1B+ AUM

MAI Capital gets a footprint in Atlanta and expands in California a few months after selling a majority ownership stake to the Carlyle Group.

Analyst Report: Apollo Global Management Inc

Fund manager changes in the AlphaGrep Multi Asset Allocation Fund

AlphaGrep Mutual Fund has announced change in the fund manager in its AlphaGrep Multi Asset Allocation Fund

Merit Financial Advisors Acquires $900M Commonwealth Team

With the addition of The Bridgeway Group, Merit Financial Advisors has now acquired Commonwealth teams overseeing about $4.7 billion in client assets.

Amynta Group acquires 70-year-old agribusiness MGU in Virginia

Southern States Underwriters' exclusive reciprocal arrangement is the key question for brokers after the deal closes

Axis AMC acquires PMS business of Axis Securities

Acquired business to operate under ‘Alternates by Axis AMC’

$3B Berger Financial Sells Majority Stake to Bahrain-based Investcorp

Investcorp chose Berger Financial Group after a multi-year search for a wealth manager that it could further scale through RIA acquisitions and organic growth.

&Partners Adds $1.8B Team From Wells Fargo Advisors

The St. Louis-based hybrid broker/dealer founded by former Wells Fargo Advisors CEO David Kowach continues its recruiting momentum with its fourth addition this month.

Pacific Asset Management to purchase Asset Value Investors for undisclosed fee

Shareholders of Asset Value Investors (AVI) have agreed to the sale of 100% of company’s share capital to Pacific Asset Management for an undisclosed fee.

Investcorp scoops up wealth management firm Berger Financial Group

Berger manages more than $3 billion in assets for over 3,800 clients. The post Investcorp scoops up wealth management firm Berger Financial Group appeared first on PE Hub.

Copley Equity-backed FMG Leading snaps up Broadbranch Advisors

The deal closed at the end of July, The post Copley Equity-backed FMG Leading snaps up Broadbranch Advisors appeared first on PE Hub.

Ninepoint hands global equity reins to AGF growth veteran Tony Genua

Four-decade investor reunites with former AGF teammates in new lead role