Managers of Wealth Americas

TD Bank Group provides insurance catastrophe information

The Bank's internal threshold may change from time to tim

Ashton Thomas Private Wealth Welcomes Kobo Wealth Conservancy, Establishing Hawaii Presence

This deal continues Ashton Thomas’ rapid expansion across the United States, establishing the firm’s presence in Hawaii for the first time.

Apollo Reports Second Quarter 2025 Results

Apollo issued a full detailed presentation of its second quarter ended June 30, 2025 results

Dakota Wealth's DAK ETF: Elevating Portfolio Management

The core investment philosophy of the Dakota Active Equity Team revolves around the artful combination of qualitative insight and quantitative analysis in investment management.

Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management

This month’s AUM reflected the positive impact of markets and flat preliminary long-term net inflows, inclusive of $3 billion of long-term net outflows at Western Asset Management.

AmEx forms partnership with restaurant POS firm Toast

In addition, both companies will explore opportunities to leverage Toast capabilities to offer differentiated benefits that enhance the guest and American Express® Card Member experience.

Aspen Standard Wealth Acquires MG Financial, a $1.1 Billion AUM RIA Based in Boston

MG Financial is the fourth RIA that Aspen has acquired since launching in 2024.

OlivePoint Capital Acquires Amazon-Leased Industrial Property in Raleigh, NC on Behalf of a Family Office

The acquisition highlights OlivePoint’s continued ability to deliver tailored real estate investment solutions

Lazard Announces Results of Cash Tender Offer of Lazard Group LLC

The terms and conditions of the Tender Offer were described by Lazard Group in an Offer to Purchase

Blackstone spends huge amounts protecting its staff

Senior executives like Schwarzman benefit from the services of "close protection agents" assigned to keep them safe.

Strategists Warn U.S. Equity Valuations are Starting to Overheat

While broader leadership can be constructive for market health, the source of that leadership matters.

BlackRock Sees 50-Basis-Point Fed Rate Cut in September 2025

His comments align with BlackRock’s institutional market outlook, which anticipates a resumption of rate cuts in the fourth quarter, reinforcing a broader market consensus that the Fed is moving toward a more accommodative stance.

LPL Closes Commonwealth Deal, Pushes Final Integration to Q4

LPL CEO Rich Steinmeier expects to retain 90% of Commonwealth Financial Network’s advisors.

How fund managers have succeeded in beating the market again

The previous high-water mark for global active fund managers to hang their rather battered hats on came in December 2021, when 40% of them beat a passive alternative over a five-year period.

North Dakota Growth Fund Receives Additional $150 Million Commitment and Announces Two New Investments

M25 is an early-stage venture firm investing solely in tech startups headquartered in the Midwest.

Wells Fargo Reiterates a Buy Rating on Citigroup

While we acknowledge the potential of C as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk.

The Union Bank Co. Partners with Osaic Affiliate Savage and Associates

New relationship brings $127 million from LPL to Osaic’s network, provides Union Bank clients access to expanded financial planning and investment services

Morningstar, Inc. Reports Second-Quarter 2025 Financial Results

Through such efforts, we are creating a common language to help investors navigate the convergence of public and private markets.

Advisors object to canceled Schwab letter targeting high-net-worth RIA clients

Schwab intended for its outreach to begin on July 30

Post-asset cap, Wells chases government banking growth

In government banking, “we have felt it, reputationally,” a Wells executive said of the bank’s growth restraint and the issues that prompted it.

Alternative Investments