Latest updates for Affiliated Managers Group
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Recent items include:
- AMG Renaissance Large Cap Growth Fund Q2 2026 Commentary
- IG Wealth Management hands its core portfolios to a global asset manager
- Transamerica, Great Lakes Advisors Expand Partnership to Managed Accounts
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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.
AlphaCore Seeds Family Office Division with $5B Streamline Acquisition
Through the deal, Alphacore will open a family office division run by a women-led team in Massachusetts serving ultra-high-net-worth clients.
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.
Deals & Moves: The Mather Group, AlphaCore Snag $400M RIAs
In addition, Summit Wealth Group continues to expand with a firm in Tennessee, and $6 billion BakerAvenue sells a stake to Constellation.
Investment Roundup: ACORE Capital Adds Wealth Division
In other developments, Morningstar and Bountiful team up on faith-based investments and and CAIA adds an evergreen fund credential.
Beacon Pointe Adds Three Teams with $1.2B in Assets
The acquisitions push the firm's assets under advisement to roughly $70 billion, following deals with WorthPointe, Silver Lake Capital Partners and R Meier Wealth Management.
Macquarie Asset Management partners with La Caisse to support Maple's growth ambitions
Macquarie Asset Management (“MAM”), via Macquarie Asia-Pacific Infrastructure Fund 4 (“MAIF4” or the “Fund”), announces that it has completed the acquisition of units from global i...
Modern Wealth Acquires $710M Florida RIA Sanchez Wealth Management Group
The deal marks the firm's fifth acquisition this year and its third in Florida over the past five months, bringing total assets under management to more than $15 billion.
Deals & Moves: WPCG-Backed Apella, Waverly Keep Acquiring
In other deals, private equity-held Simplicity Group acquires an RIA in Denver, and Integrated Partners lands a former Hightower advisor team.
Sammons Launches Criterion Wealth Advisory Platform With $27B in Assets
The new holding company brings Beacon Capital Management, NorthRock Partners and Wealthcare under one umbrella as Sammons looks to streamline operations and accelerate RIA acquisit...
55ip Expands UMA Capabilities for RIAs
The J.P. Morgan subsidiary now offers managed and custom model portfolios, plus equity SMAs, in a UMA for RIAs.
&Partners Recruits Two Teams With $1.5B in AUM
The St. Louis-based hybrid broker/dealer brought on practices from Commonwealth and Wells Fargo, reaching $60B in total assets.
$1.1B Hightower Naples Joins Flagship Firm The Bahnsen Group
The $1.1 billion Florida practice marks the first acquisition under TBG's franchise model following its April integration with Hightower as a new advisory hub.
Eastern Asset Management grows team with two hires
Alternative investment manager Eastern Asset Management has appointed Michael Mahar as head of capital formation and Carmelena (Carm) Moffa as managing director, innovation and ope...
Gabelli Enterprise Mergers & Acquisitions Fund Q2 2026 Commentary
CG Asset Management's Emma Moriarty promoted to fund management role
Boutique asset manager CG Asset Management has promoted Emma Moriarty to the role of named fund manager across its range of multi-asset funds, including Capital Gearing trust (CGT)...
HarbourView Equity Partners hires Cambridge Associates alum as managing director
HarbourView Equity Partners is a multi-strategy investment firm focused on music, sports, media and entertainment, with approximately $3.88 billion in regulatory assets under manag...
Aashish Agarwal joins 360 ONE WAM Group as CEO
360 ONE manages over ₹7.8 lakh crore in assets and serves more than 8,900 families, corporates and institutions
Wealth Management Celebrates Top Companies, Executives at 2026 Industry Awards
Judges recognized companies for their outstanding support of financial advisors' success in various categories from among over 300 finalists.
American Financial Group, Inc. (AFG) Presents at KBW Insurance Conference 2026 - Slideshow
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