Managers of Wealth Americas

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

Goldman Sachs to buy real estate investment firm for $410M

The acquisition of LCN Capital Partners, set to close by the end of the year, marks the second nine-figure-or-higher transaction for Goldman in the past week.

Dimensional’s Meinke: Do IPOs make good investments?

Newly listed companies often capture investors’ attention, but evidence suggests it pays to be patient

Fund manager have rarely been this bullish about stocks, says Bank of America survey

Cash levels at 3.5% have rarely been this low since the turn of the millennium and the allocation to stocks is also a five-year high.

Mack & Co. Unveils New Brand Identity, Website and Global Headquarters

New identity reflects the firm's evolution and the growth of its global advisory and investment management business

Maridea Wealth Management Acquires Park Ridge Financial, Expanding Chicago Presence

Founder Rick Pucci brings a full-service, personalized approach to financial planning to Maridea's Chicago office

MAI Capital Management Expands Into Atlanta Market Through Acquisition of Waypoint Wealth Counsel

Acquisition brings approximately $490M in AUM as MAI broadens its presence in strategic U.S. markets

O’Reilly LLC Joins Millenia Investments, Affiliates With Osaic

St. Louis-area firm overseeing approximately $250 million in client assets joins Millenia Investments in full-circle succession story

VastAdvisor Closes $1 Million SAFE Round

Funding will accelerate the product roadmap and support VastAdvisor's go-to-market plan.

Vanguard launches customizable model portfolios for advisors

New model portfolios give financial advisors flexibility to personalize client allocations while keeping expense ratios at a fraction of the industry average.

US blockchain fintech Chaince Digital agrees $16.2m share sale

With each share valued at $0.58, the fintech has agreed to sell 30,560,000 shares to "certain investors", per a company statement.

National Bank of Canada partners Multifonds to consolidate fund and ETF services

The Canadian bank joins a partner portfolio which also includes Citi, HSBC, and Standard Chartered.

Merit Financial Advisors Acquires $900M Commonwealth Team

With the addition of The Bridgeway Group, Merit Financial Advisors has now acquired Commonwealth teams overseeing about $4.7 billion in client assets.

US bank Erebor nears $1.5bn funding round at $8bn valuation – report

The new valuation would represent a sharp increase from earlier this year

Wall Street's biggest bank just raised its expectations for the stock market

The strategists also increased their guidance for earnings per share to $365 in 2026, representing a 35% boost compared to last year, and $420 for 2027, which would be a 15% rise versus this year's estimate.

RBC reopens US$10 billion zero-tech bond fund with deals surging

The RBC fund doesn’t own any debt of hyperscalers or software, hardware and IT services companies

Bank of America Expands Partnership With Big Brothers Big Sisters of Essex, Hudson & Union Counties to Grow Mentoring and Workforce Development Programming

Nationally Recognized as Big Brothers Big Sisters of America’s “Agency of the Year,” B B B S E H UBBBSEHU Will Connect Thousands of New Jersey Youth Annually to Career Pathways, Higher Education, and Economic Opportunities with B of AsBo

SEIA Continues to Evolve to Meet the Increasingly Complex Needs of High-Net-Worth Clients Through Expanded Tax and Family Office Capabilities

The firm launches SEIA Tax Services, expands family office capabilities and introduces a refreshed brand identity to support a more integrated, specialized planning experience.

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

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

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