Managers of Wealth Americas

InvestCloud Announces Founding Partnership with Apollo

This collaboration enables InvestCloud’s wealth management clients to incorporate Apollo’s private market model portfolios

WealthCrossing: Pioneering a New Era in Wealth Management

SBK Financial Evolves with Bold Rebrand, Enhanced Digital Experience, and a Commitment to Your Financial Future

Fidelity Unveils New ETF Model Portfolios for Wealth Management Firms

New Target Allocation and Target Risk ETF Model Portfolios Expand Fidelity’s Robust Lineup of Portfolio Solutions

Apollo partners with wealth management platform InvestCloud

By offering efficient access to private markets alongside traditional public market investments, Apollo said that the partnership will help advisers to diversify portfolios and achieve better investment outcomes for their clients.

Brookfield Wealth Solutions Announces Year End 2024 Results and Declares Quarterly Distribution Increase

This distribution is identical in amount per share and has the same payment date as the quarterly distribution announced

Veteran Advisors Launch XXI Wealth in Partnership with Dynasty Financial Partners

Team Previously Managed $900 Million in Assets; Clients Include Athletes, Attorneys, Business Professionals, and Entrepreneurs

Citizens Bank sues $20bn Summit Trail over poaching allegations

The Providence, R.I.-based bank claims Summit Trail recruited an advisor in 2024 and helped him bring clients over to the New York RIA.

RBC Wealth Management congratulates financial advisors recognized as top brokers under 40 by Financial Planning

Both annual lists rank advisors by production totals.

Wealth managers struggle to serve women of substance

The financial priorities and succession planning approaches of men and women reveal significant differences.

Evergreen funds: the view from one of the world’s largest asset managers

JP Morgan Asset Management's Brandon Robinson on the rise of evergreen funds

Fidelity Unveils New ETF Model Portfolios for Wealth Managers

Matt Apakarian, an analyst with Cerulli Research, highlights the growing appeal of customizable model portfolios

JPMorgan Takes In $60 Billion From Rich Latin American Clients

Mexican clients account for $85 billion of the total.

Alera Group Accelerates Growth in Wealth Management and Retirement Plan Divisions

Leadership Drives Strategic Investments, Acquisitions and Partnerships

Women-Focused Wealth Manager Marilyn Suey of Diamond Group Wealth Advisors Wins Major Award

The award is not indicative of the wealth manager’s future investment performance.

UBS Advisor Team The Matthews Group Named to Forbes Top Wealth Management Teams and Best-in-State Lists

Together, they provide a multi-disciplinary approach to delivering holistic advice to ultra-high net worth individuals, business owners, entrepreneurs and multi-generational families.

Marsh McLennan’s Mercer to Acquire SECOR Asset Management

As part of the agreement, SECOR’s more than 40 colleagues in New York and London will join Mercer upon completion of the transaction.

30 Fastest-Growing Wealthy Suburbs in America

Additional factors found for each location include median household income, average home value and livability score.

IG Wealth Management Expands Azure Separately Managed Account Offering with New Mandates and Asset Management Partners

Separately Managed Accounts have become increasingly important

Bob Chitrathorn Again Is Accepted into Kiplinger Advisor Collective

Recognized for his financial expertise, Bob Chitrathorn earns a coveted spot in Kiplinger Advisor Collective Again

Creative Planning Acquires Maxwell Wealth Strategies

Decerno Advisors served as exclusive advisor while Carter West served as legal counsel to Maxwell Wealth Strategies in the transaction.

Wealth and Asset Management