Managers of Wealth Americas

Evergreen Funds Hit $534.6 Billion Despite Headwinds

Despite some challenges, the funds delivered healthy net returns.

BitGo Holdings Announces Fourth Quarter and Full Year 2025 Financial Results

Successfully expanded market share while executing against strategy focused on global expansion, client growth, and product innovation

Insurers Remain Confident Amid Rising Macro Concerns

Amid these concerns, 88% of insurers expect the S&P 500 Index to climb higher in 2026, and 62% plan to increase their allocation to private assets this year, consistent with the last several years.

Aon Announces New U.S. Reinsurance Specialty Distribution Capability

A dedicated leadership team will oversee the segment, working together to enhance how Aon engages its specialized expertise, strengthen connectivity with carrier and MGA partners, and improve the delivery of solutions to clients.

Chubb and Safe Harbor Marinas Announce Insurance Partnership Across 150+ Marinas and Shipyards

Collaboration provides members with access to comprehensive recreational marine coverage

Envestnet Tamarac enables RIAs to scale advice with greater transparency and client engagement

First Quarter Technology Release Enhances Embedded Trading Oversight, Reporting Flexibility, and Mobile Client Experience

Chubb reveals details of $20bn US-backed shipping insurance plan

The offering will apply to vessels that meet eligibility criteria provided by the U.S. Government.

State Street to Support Dimensional Fund Advisors’ First-Ever ETF Share Class Rollout for U.S. Mutual Funds

This global expertise enables consistent, scalable support for Dimensional’s U.S. launch.

US Banks Poised for Capital Requirement Relief

Analysts suggest that parsing the complex draft rules will take time. Initial observations indicate that the changes will differentially reward banks based on their specific business models.

Summit Stakes $1.2B RIA Signet Financial Management

Signet, also a Merchant-backed RIA, represents the second-largest firm Summit has onboarded to date.

New RIA Headquarters Aren’t Following Demand

While states like South Carolina and Arizona are seeing the most growth in working-age and retirement-age Americans, California and New York ranked high for new RIAs, according to a new AdvizorPro report.

JPMorgan Makes Bold Push to Offload Huge LBO Debt

They’ve also seen the US war with Iran, which has pushed up oil prices and stoked fears about rising inflation.

WisdomTree to Acquire Atlantic House Holdings Limited, Expanding Global ETF Lineup with Defined Outcome and Derivatives Capabilities

Expands WisdomTree’s Models and Portfolio Solutions capabilities and strengthens UK distribution presence

Alternative Investments

Evergreen Funds Hit $534.6 Billion Despite Headwinds

BitGo Holdings Announces Fourth Quarter and Full Year 2025 Financial Results

Insurers Remain Confident Amid Rising Macro Concerns

Aon Announces New U.S. Reinsurance Specialty Distribution Capability

Chubb and Safe Harbor Marinas Announce Insurance Partnership Across 150+ Marinas and Shipyards

Envestnet Tamarac enables RIAs to scale advice with greater transparency and client engagement

Chubb reveals details of $20bn US-backed shipping insurance plan

State Street to Support Dimensional Fund Advisors’ First-Ever ETF Share Class Rollout for U.S. Mutual Funds

US Banks Poised for Capital Requirement Relief

Summit Stakes $1.2B RIA Signet Financial Management

New RIA Headquarters Aren’t Following Demand

JPMorgan Makes Bold Push to Offload Huge LBO Debt

WisdomTree to Acquire Atlantic House Holdings Limited, Expanding Global ETF Lineup with Defined Outcome and Derivatives Capabilities

Morgan Stanley And BlackRock Limit Withdrawals—Is Private Credit Gating A Crisis Or Market 'Stabilizer'?

Deals: Bloomridge buys RMB Wealth Management

Zelle® and Bank of America Partner to Accelerate Delivery of Charitable Donations to Nonprofits

Mosaic bolsters finpro team with trio of underwriting talent

Proskauer Advises Battery Ventures on Closing of $3.25 Billion Fund

Joe Duran's Rise Growth Partners expands to Florida with Cyndeo Wealth deal

Osaic Unveils 2026 Osaic Foundation Board