Managers of Wealth Americas

Bank of America boosts its stake in Abivax

Bank of America (BofA) told the AMF that it crossed above, on September 2, 2026, indirectly through the companies it controls, the 5% thresholds of Abivax's share capital and voting rights.

Evercore expects softer third-quarter investment banking and trading guidance

Margin balances remained relatively stable despite some deleveraging associated with artificial intelligence-related positions during July.

New Mountain exits Lincoln Investment stake

During the period of ownership, New Mountain worked with the Forst family on plans to update the company’s operating systems.

Ty J. Young Wealth Management acquires Washington-based insurance firm

This is at least the third annuity book acquisition the company has announced in three weeks

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.

Alternative Investments