Managers of Wealth Americas

Apollo Funds Complete Acquisition of Prosol Group

UBS AG served as lead financial advisor to the Apollo Funds

A return to near-record highs is no reason to derisk in equities

Yet the geopolitical backdrop remains unsettled.

Advisors explain how they ensure their HNW clients meet their cash flow needs

Wealth managers explain how even the wealthiest of clients can be strapped for cash and how they work to avoid that from ever happening.

US Banks Drive Dividend Record

Global dividend payouts rose by almost seven percent in the first quarter of 2026.

Should investors review their AI investments?

After the recent rally, we believe investors should take another look at their AI investments.

Arax Lures $1.5B Upstate NY Firm from Wells Fargo

The group is leaving Wells Fargo to join Arax Advisory, a RIA subsidiary of the $43 billion Arax Investment Partners.

RIA Channel Saw Greatest Advisor Gains in 2025

Over 39,000 advisors changed firms in 2025, close to a decade high, with RIA and IBD channels seeing the strongest net gains, according to tracking by ISS MI.

State Street Investment Management and Galaxy Digital Bring Cash Management Onchain

State Street Galaxy Onchain Liquidity Sweep Fund (SWEEP) launches

Brown Advisory and RockCreek Agree to Join Forces

Both firms are united in their commitment to provide continuity in the performance, advice and service they are delivering to their clients.

Are private markets really offering differentiation, or are ETFs, mutuals just as good?

Morningstar report finds semiliquid funds often share holdings, raising questions on diversification.

The unspoken costs of the lengthening fundraise

For private equity fund managers, there is at least one area of life that is moving in the opposite direction: fundraising.

Alliancebernstein Holding L.P. Announces First Quarter Results

First quarter adjusted net income per Unit was $0.83 compared to $0.80 in the first quarter of 2025 and $0.96 in the fourth quarter of 2025.

Waystone Supports Calamos’ Debut of World’s First Autocallable UCITS ETF for Investors Seeking High, Stable, Monthly Income

Hosted on Waystone’s platform, the ETF is domiciled in Ireland and launches with both accumulating and distributing ETF share classes.

14 Steward Partners Advisors Named to InvestmentNews' 2026 5-Star Financial Planners List

Recognition underscores the firm's bench depth and commitment to holistic, client-centered financial planning

Yes, Citadel Securities made some advance internship offers to Harvard students

Last month, we understand that the firm met directly with students at Harvard University, and extended internship offers to them as a result.

Private credit in Canada keeps rolling despite deepening U.S. turmoil

Canadian institutional investors say their private credit exposure is limited

Where hedge fund Citadel's portfolio managers are mostly found now (not Miami)

Citadel's recently filed annual ADV form for 2025 highlights this state of affairs.

Mackenzie Investments Selects OneVest's Operating System to Advance its Digital Transformation for Advisors and Investors

Mackenzie to leverage OneVest's highly configurable platform to launch a modern suite of advisor, investor, and onboarding solutions.

BRC Group plans B. Riley Securities buyout, wealth unit merger

The combination aims to consolidate the company’s financial services platform under a single investment banking and wealth management entity.

Advisors better not give up on organic growth even if M&A stays hot

Wealth managers relying on technology while waiting for a juicy PE-backed acquisition best not overlook the importance of good old organic growth.

Alternative Investments