Managers of Wealth Americas

Northern Trust Pension Universe Data: Canadian Pension Plan Returns Rise in Q2

The Canadian bond market also finished the quarter in positive territory.

Advisor moves: LPL loses a team to Raymond James, picks up Morgan Stanley breakaways

Two advisory teams managing nearly $1 billion in assets have moved platforms, expanding the cohort of independents.

U.S. Bank enhances onboarding for alts

Enhancing investor onboarding is just the beginning,” Flanagan added.

Erste Asset Management introduces first ETFs

Eligible companies must meet liquidity and price history requirements and, for the developed markets index, specified country and currency eligibility criteria.

Budget pressures have 1-in-3 Canadians considering cutting back on insurance, despite many not knowing what they're putting at risk

TD Insurance survey finds 84% say they don't fully understand their coverage, highlighting a major insurance confidence gap

State Street to Expand Its Presence in Latin America with Santander CACEIS Latam Securities Services

Our success in servicing the world’s largest and most sophisticated global investors is built on our deep local presence and expertise around the globe.

Investors are rotating into financial stocks. The Fed's next move could determine how far the rally runs.

"I think the move higher that we've seen this month is well justified," said Brock Weimer, an investment-strategy analyst at Edward Jones, pointing to the bank earnings reported so far.

CME Group partners with FutureSports to introduce world's first futures on sports indexes

The first monthly and quarterly cash-settled FSPI futures will begin trading this summer, pending regulatory review, with details to be announced in the coming weeks.

Waverly Advisors Acquires InVista, Adding $332M in AUM

The Birmingham-based RIA continues its expansion in Alabama with the acquisition of Montgomery-based InVista Advisors, joining from LPL Financial.

F.L.Putnam Announces Strategic Minority Investment from Bixby Wealth Solutions

Investment provides FLP with additional capital to support advisor growth, enhance the client experience, and accelerate the firm's national expansion

State Street to Expand Latin America Footprint with Santander CACEIS Latam Securities Services

Transaction will establish a leading asset-servicing platform across Brazil, Mexico and Colombia, expanding custody, fund administration, and banking services for institutional investors

Hightower Ranked No. 4 on Financial Advisor Magazine’s America’s Top RIAs 2026 List

Hightower’s move to No. 4 from No. 5 in the prior year’s ranking reflects the firm’s continued growth and commitment to supporting advisors through a model designed to help them scale their practices while continuing to deliver personali

State Street to Expand Latin America Footprint with Santander CACEIS Latam Securities Services

Upon closing, State Street plans to retain the business's experienced local teams

EQT raises Perpetual bid to about A$2.6bn

Perpetual’s board said it is reviewing the latest approach with its financial and legal advisers.

Private equity bidding war targets $160bn RIA in $7bn deal

Carlyle and Bain Capital are said to be the final bidders for Wealth Enhancement Group as PE appetite for independent wealth managers intensifies.

Lincoln Property Company Surpasses $2 Billion in 2026 Capital Formation, Anchored by Strategic Family Office Partnerships

Two strategic family office investments lead commitment of $400 million to support continued expansion of Lincoln’s real estate investment platform

La Caisse, Cinven to acquire Optio Group

U.K.-based insurance MGA platform has strong European base, growth potential, partners say

Wellington, Vanguard and Blackstone launch public-private market funds

The three-firm alliance debuts two closed-end funds giving wealth management clients simplified access to private equity, real estate and credit.

NewEdge Capital Group Expands Envestnet Partnership to Incorporate Structured Note Strategies Within Unified Managed Accounts

NewEdge Investment Solutions’ SNIP and SNAP Solutions Can Now Be Accessed in One Account Alongside Other Investment Strategies

U.S. Banks Post Strong 2Q26 Results on Capital Markets Strength

Fifth Third was a notable exception, with lower returns due to integration charges tied to its acquisition of Comerica.

Alternative Investments