Managers of Wealth Americas

Alternative investments can support a pension-style portfolio for high-net-worth clients

But due diligence and relative weighting matter

StoneX Signs Letter of Intent to Acquire Intercam’s U.S. Wealth Management Entities

The parties are working toward finalizing terms and entering into a definitive agreement in the near future.

Global M&A powered by larger deals in first half, bankers show appetite for megadeals

Trump's tariff policies, kicked off by his self-styled "Liberation Day" on April 2, cast a chill over the markets

Scotia Global Asset Management announces fund closures

Mutual funds are not guaranteed or insured by the Canada Deposit Insurance Corporation or any other government deposit insurer, their values change frequently and past performance may not be repeated.

Merit Financial Advisors Partners with AMP Wealth Management and Expands Its Midwest Footprint

Based in Whitefish Bay, Wisconsin, AMP specializes in investment management and initially focused on serving dental professionals but has expanded to affluent individuals and small businesses.

$12B Hybrid RIA The AmeriFlex Group Transitions to Cambridge From Osaic

The AmeriFlex Group made the move because Cambridge could support its new affiliations, including a W-2 model for advisors who want to sell and stay, and a pure RIA-only option.

Nuveen Private Capital Named 2025 “Institutional Direct Lender Firm of the Year” in the 16th Annual International M&A Awards

The team will be honored at a black-tie gala on Tuesday, September 16th in New York City.

State Street Appointed Servicing Provider for COtwo Advisors’ First US-Listed Physical Carbon Allowance ETP

The fund is designed to offer a tax-efficient, transparent, and accessible vehicle for carbon allowance investing, with trading available on NYSE Arca.

Acrisure Re expands to West Coast with new San Francisco office

Souza, who joined Acrisure Re in 2016, will maintain his leadership responsibilities in New York in close partnership with Marc Piccione, ensuring collaboration and continuity across both offices.

State Street Appointed Servicing Provider for COtwo Advisors’ First US-Listed Physical Carbon Allowance ETP

For more than 30 years, State Street has been at the forefront of ETF innovation

Demand for Luxury Real Estate Holds Strong; More Affluent Home Buyers Paying in Cash Amid Rate Pressures

As market conditions stabilize and inventory levels improve, many Coldwell Banker affiliated agents report that luxury home buyers are holding fast to their wish lists

Vanguard to split fund management biz into 2 units

The $10.4tn firm has disclosed plans to restructure its fund advisory business across Vanguard Capital Management and Vanguard Portfolio Management.

Apollon Expands Midwest Prescence With $1.7B AUM Firm Chornyak

The transaction deepens Apollon’s presence in the Midwest, and brings the firm’s total assets to around $9.4 billion.

Apella Wealth Expands National Presence with Addition of Iron Horse Wealth Management, Adding $574 Million in AUM

The entire Iron Horse team will join Apella, and Dennis Markway will assume the role of Regional Director.

Carson Group Fully Acquires Carson Wealth Office In Salt Lake City

Expanded relationship supports new business initiatives and opportunities for growth

HEDGE FLOW Hedge fund leverage reaches five-year high, buying bank stocks, Goldman Sachs says

The U.S. Federal Reserve held interest rates steady on Wednesday last week and indicated they were in no rush to cut interest rates.

CoinShares: Investors Look to Advisors for Risk Assessment on Digital Assets

The firm’s recent survey found that Bitcoin, crypto ETFs remain preferred methods to allocate to digital assets.

Citizens Financial Group: Rate Positioning Offsets Private Bank Gains

With updated financials and a new rate outlook, now is a good time to revisit CFG.

BofA sees $4,000 gold price on US debt concerns, not war

In April, the yellow metal soared to an all-time high of $3,500 as an unprecedented tariff war ignited by the US rocked the global markets.

NFSG Corporation Announces National Expansion Plans

NFSG’s national expansion opens the door for independent advisors coast to coast. We supply the technology, portfolio solutions, and brand strength they need to scale so they can stay laser-focused on clients.

Alternative Investments