Managers of Wealth Americas

CAPTRUST Strengthens Pacific Northwest Presence with Pacific Sage Partners

The eight-person team has built its business around a holistic approach to wealth management.

Captrust Acquires $1.1B Pacific Northwest RIA

Captrust is expanding its Pacific Northwest footprint, acquiring Edmonds, Wash.-based Pacific Sage Partners and its $1.1 billion in client assets and eight advisors.

Jump Expands Claude Integration With New Advisor Skills

Jump broadens its Anthropic partnership, rolling out skills meant to transform advisor-client conversations into organized follow-up tasks, recaps and commitment tracking.

Apella Wealth brings Kilner Capital Advisors into its network

The move increases Apella’s presence in the Mid-Atlantic.

Envestnet Custom Model Solutions Gives RIAs a White-Labeled Path to Outsourced Model Management

Program Pairs Asset Manager-Built Models with Outsourced Trading, Billing, and Reporting

Captrust Adds $3B Ex-Truist Wealth Team in North Carolina

The 13-person team was formerly affiliated with broker/dealer Truist Investment Services, a subsidiary of Truist Financial Corporation.

US equity funds post inflows for a second straight week

Nearly 24% ⁠of S&P 500 companies have reported, with roughly 82% topping analysts' average estimates, according to LSEG data.

Insurers ‘unlocking trillions’ for AI infrastructure

That was the word from Financial Times United States private equity and deals editor Antoine Gara in a webinar about the changing insurance industry.

Healthspan Wealth Launches Platform for Advisors

Founders Thomas West and Suzanne Schmitt built the AI-driven tool to help advisors coordinate health and longevity planning across families, care teams and other professionals.

Investment lessons from New York

The event centred on private markets, artificial intelligence, infrastructure and global capital flows, all of which have direct relevance for investors in Cayman and across the Caribbean.

Wealth advisors stress planning, purpose as retirement approaches

Wade said retirees must prepare both financially and emotionally for the transition away from a regular paycheck.

Citizens Financial Group, Inc. Reports Third Quarter 2026 Net Income of $636 million, up 29% YoY, and EPS of $1.41, up 34% YoY and 8% QoQ

We continued to deliver attractive revenue and earnings growth in the third quarter

Alternative Investments

CAPTRUST Strengthens Pacific Northwest Presence with Pacific Sage Partners

Captrust Acquires $1.1B Pacific Northwest RIA

Jump Expands Claude Integration With New Advisor Skills

Apella Wealth brings Kilner Capital Advisors into its network

Envestnet Custom Model Solutions Gives RIAs a White-Labeled Path to Outsourced Model Management

Captrust Adds $3B Ex-Truist Wealth Team in North Carolina

US equity funds post inflows for a second straight week

Insurers ‘unlocking trillions’ for AI infrastructure

Healthspan Wealth Launches Platform for Advisors

Investment lessons from New York

Wealth advisors stress planning, purpose as retirement approaches

Citizens Financial Group, Inc. Reports Third Quarter 2026 Net Income of $636 million, up 29% YoY, and EPS of $1.41, up 34% YoY and 8% QoQ

Premier to promote financial services in New York and Toronto

Apella Wealth Expands Northeast Presence with Blue Spark Capital Advisors

Advisor Moves to Set $3.4T in Motion This Year

KKR to Acquire Gen II Fund Services for More Than $5 Billion from Hg and General Atlantic

Bank of America stock heads into Q3 results after Q2 growth

Wall Street's merger frenzy takes a third quarter breather: Chart of the Day

Concurrent Makes First RIA Platform Acquisition With $5.4B Spire Investment Partners

Savant enters Thousand Oaks as Procyon lands in New Jersey