Managers of Wealth Americas

Central Family Advisors joins with Prime Quadrant, Expanding Multi-Family Office Presence in New York

Both firms are independently operated and committed to fiduciary, unbiased advice for the families they serve.

Summit Wealth Group moves into Pacific Northwest with $224M Oregon deal

Colorado-based RIA Summit Wealth Group acquires Portland's Financial Investment Team, expanding to 12 offices in six states.

Wealth Enhancement Announces Acquisition of Arbor Capital Management, an Independent RIA with over $345 Million in Client Assets

The partnership establishes Wealth Enhancement's first location in Alaska and brings the firm's total client assets to more than $161.7 billion.

Wealth Enhancement Announces Acquisition of Dickerson Jackson & Associates, a Hybrid RIA with over $376 Million in Client Assets

This partnership brings the firm's total client assets to more than $161.4 billion.

Higginbotham expands into retirement and wealth with Two West

Broker is adding retirement and wealth management capability as commercial P&C premiums post their first quarterly decline since 2017

Sun Life and Wilton Re in strategic partnership

Our partnership with Wilton Re enhances our scale and presence in insurance asset management

Apollo Funds and KKR Announce Strategic Partnership to Support Atlantic Aviation’s Continued Growth

The transaction values Atlantic Aviation at nearly $10 billion.

FTSE Russell and 21shares Announce Global Benchmark Partnership Across US, European, and Australian ETP Suites

Strategic initiative standardizes index architecture across 21shares’ worldwide product lineup, building on transitions successfully completed in Europe and Australia earlier this year

Buckeye Strong: 210 Years of Investing in Ohio’s Future

With deep roots in Ohio, JPMorganChase is helping drive the state’s next chapter of economic growth.

LPL Financial, Raymond James land advisors managing $470M

Michigan father-son team with nearly 50 years of combined experience joins LPL, while a New Jersey advisor moves from Ameriprise to RJFS.

LPL Financial lands $1.6B Conte Wealth Advisors from Cambridge

A third-generation Pennsylvania firm with 24 advisors and $1.6 billion in client assets has left Cambridge Investment Research.

JLL facilitates sale of premier Northern California senior housing portfolio

Transaction highlights Affinius Capital and Alliance Residential Company’s track record of creating an institutional-quality senior housing portfolio in demographically superior markets

Wall Street Firms Reap Windfall From South Korea’s Stock-Market Boom

By comparison, the combined second-quarter net profit of 10 major Korean securities firms rose 141% from a year earlier and 37% from the previous quarter.

The Battle for Latin American Financial Talent

The Latin American investor is changing at the same time as the industry’s architecture.

Why Bank of America strategist Michael Hartnett says the trade is still long gold

Investors also directed $25.4 billion into cash, $23.8 billion into bonds and $16.1 billion into equities.

Bessent could tap near $1 trillion Treasury General Account to fund bond buybacks, sources said

The Treasury surprised markets last week by doubling the size of bond buybacks, but the impact on yields was short-lived because of skepticism over the firepower available to Bessent.

Suzano upgraded at Bank of America as pulp market approaches cyclical bottom

BofA raised its forecast for the bottom in hardwood pulp prices to $550 a metric ton from $520.

Omaha-based RIA Stevens Capital Partners nears $1B, buys Dallas CPA firm

The deal to acquire a 300-client tax firm sets up much-needed succession for its 80-year-old founder, while joining a widening trend of tax service integration among RIAs.

Franklin Templeton Announces Closing of Inaugural US$1.5 Billion Collateralized Fund Obligation

Transaction expands institutional access to Franklin Templeton’s private markets capabilities across secondaries and private credit

Apriem Advisors Earns National Recognition Across Industry Awards, Highlighting Leadership and Client Centered Growth

Firm and leadership recognized by USA Today, AdvisorHub, Los Angeles Times, Financial Advisor Magazine, and Forbes in 2026

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