Managers of Wealth Americas

Dynasty Financial Partners Closes $125 Million Credit Facility to Support Growth Initiatives and Ongoing Innovation

Commitments from UMB Bank, Flagstar, J.P. Morgan, and Goldman Sachs Add to Dynasty’s Fortress Balance Sheet Position

More Seasoned Asset Managers Pivot to ETFs as Institutional Opportunities Thin Out

“It is the fastest growing part of the asset management business, so it’s hard to ignore,” says Westwood’s Brian Casey.

CAIS Expands Fund Menu as Private Markets Become a Core Pillar for Advisor Portfolios

Ares Management, AQR, BlackRock, Blue Owl, Coller, Eldridge, Fortress Investment Group, Franklin Templeton, Goldman Sachs, Golub Capital, Kayne Anderson, Kennedy Lewis, Morgan Stanley Investment Management, Eaton Vance, Nuveen, Veritas, and Vista Equity P

Active ETFs ‘coming of age’ to reshape asset management

Leading managers have made growth in active ETF platforms a strategic priority.

As TCR nears advisors should see it as an opportunity, says Manulife’s Chilcott

The firm’s head of retail intermediary distribution talks with WP

Oxford Financial Group, Ltd.™ Partners with d1g1t to Elevate Reporting and Digital Experience for Ultra High Net Worth Clients

Institutional-Grade Wealth Management Platform Enables Seamless Multi-Account Aggregation and Real-Time Analytics for Complex Portfolios

Broadridge and WealthFeed Partner to Offer End-to-End Advisor Lead Generation and Intelligent Nurturing

New partnership enables advisors to find and automatically nurture investors as they experience key life events

Schwab Wants to Add More Private-Firm Investments, CEO Says

“We would love to see retail investors be able to participate in the growth of private companies in our country,” CEO Rick Wurster said.

Chubb and Endeavor Forge Global Partnership to Empower Entrepreneurs and Support Emerging Market Economic Growth

Chubb is Endeavor's first global insurance partner.

Sagard and Unigestion combine to create a global leader in middle market private equity investment solutions

The transaction is expected to close in early 2026

Broadridge Partners with Kids Help Phone, Empowering Youth Mental Health Across Canada

This partnership with KHP will help expand access to mental health support so that more young people across Canada can reach trusted support in the moments that they need it most.

TradePMR Offers 0.5% Asset Match on New Deposits for RIA Clients

The Asset Match program offers a 50 basis point, or 0.5%, cash match on new assets going into TradePMR accounts, regardless of the account type.

Goldman Sachs Initiates Rolls-Royce with Buy, Citing Strong Cash Flow Outlook

Goldman is positive on the engine aftermarket

Miller Howard Investments Inc. NY Lowers Stake in Royal Bank Of Canada $RY

Caitong International Asset Management Co. Ltd purchased a new stake in Royal Bank Of Canada

Fitch Affirms Fifth Third Bancorp at 'A-'; Outlook Stable

The Stable Outlook reflects Fitch's view that FITB has adequate ratings headroom for moderate credit deterioration based on our view of a weakening economy.

Hedge fund Citadel also charges employees full fees to invest in its funds

These days, though, most hedge funds don't pay bonuses entirely in cash. Like banks, they defer bonuses over a period of years.

PGIM and Partners Group enter strategic partnership to deliver multi-asset solutions

The collaboration was established in response to growing client interest in alternative investments and rising demand for comprehensive investment strategies from trusted partners that offer experience, scale, efficiency, and innovation.

Mosaic refreshes IMI coverage across US, Canada and Bermuda

Furthermore, the modular nature of the product allows Mosaic to provide tailored solutions to clients, as well as innovative solutions where required on individual risks.

Morningstar: Asset Owners Nimbly Navigate a Global Market in Transition

Asset owners continue to set the standard for global investing

Wealthspire Advisors Launches “Find Your People” Program to Empower the Next Generation of Financial Advisors

At its core, Find Your People is a strategic growth initiative that supports early-career and experienced advisors alike

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