Managers of Wealth Americas

Cerulli: More Advisors Affiliating With RIA Consolidators

These consolidators are increasingly shifting toward centralization, a common strategy at the large broker/dealers and wirehouses, Cerulli says.

BNY Investments launches adaptive risk overlay fund

The Fund will be managed by portfolio manager Lars Middleton, who will draw on Newton’s longstanding multi-asset expertise and capabilities developed over three decades of managing both tactical and systematic hedging solutions.

Morgan Stanley market making head leaves for HFT firm

CRB quants have a bit of a divisive representation in banking due to their influence being great at some banks and minimal at others.

Summit Financial Fuels Rapid National Growth with Investments in Four Advisory Firms

Crow Financial, Everest Consultants, Heritage Wealth Partners, and LPF Advisors join Summit’s expanding network to enhance client solutions, drive innovation, and boost growth.

Steward Partners Snags $500M Advisor From Truist

Advisor Mike Wood makes his first move out of bank-affiliate practices to join $40 billion Steward Partners in Norfolk, Va.

Sophie DeCouto to lead Alcor’s new American office

Spearheading the new office is Sophie DeCouto, the chief executive officer of Alcor USA.

How to get a job in a hedge fund

How, though, do hedge funds make money in a falling market?

Summit Financial Adds Four Firms Totaling $1.2B

The Merchant-backed $20 billion RIA has made 11 total deals in 2025.

TD Asset Management Inc. announces mergers and terminations to its investment fund line-up

None of the Discontinuing Funds or Continuing Funds will bear any of the costs or expenses of the Mergers. Such costs will be borne by TDAM.

Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand

Connecticut-based Innovative CPA Group has launched an RIA arm offering wealth management, including alternative investments.

Elevation Points Stakes $1B Raymond James Breakaway

Two second-generation advisors and their fathers are starting up the $1 billion Waycrest Wealth with a minority investment from Elevation Point.

Ethos and Origin Partner to Offer Free Budgeting and Wealth Management

New benefit gives Ethos policyholders access to Origin’s AI-driven personal finance management platform, including budgeting and financial planning, as well as spend and investment tracking

Ex-Intel CEO backs Trump's sovereign wealth fund plan — and says it can help the US keep up with China in the tech race

He argued private markets can't provide the long-term capital US tech breakthroughs need.

True North Advisors Expands West Coast Presence with Acquisition of Blue Investment Partners

Strategic Transaction Adds $353M in AUM, Enhancing Investment Opportunities and Accelerating Growth in Northern California

The Mather Group, Brand Asset Management announce deals

Consolidation continues in US wealth management industry.

Merrill Ordered to Pay Clients Nearly $3.7M Over PE Investments

The FINRA panel also unanimously declined to expunge the customer dispute from the record of the former Merrill advisor involved in the matter, although she wasn’t named as a party to the arbitration.

Partners Group opens office in Miami

The Miami office is Partners Group's sixth office in the Americas and brings the firm's total number of offices worldwide to 23.

L&G and Blackstone announce strategic partnership to accelerate growth ambitions

L&G’s annuities business will leverage Blackstone’s private credit origination platform to access a pipeline of diversified investment-grade assets, predominantly from the US.

Halo Investing Expands Suite of Investment Capabilities with Launch of Advanced Wealth Solutions

Designed for the modern advisor, the offering empowers financial professionals to scale their practice and deepen client relationships with institutional-caliber investment capabilities

Composition Wealth Adds Two Advisory Teams; Reaches $9.5B in AUM

National wealth management firm's two new advisory teams strengthen Bay Area presence and enter Columbus, Ohio market

Alternative Investments