Managers of Wealth Americas

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.

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