Managers of Wealth Americas

Petershill at Goldman Sachs Alternatives Announces That It Has Entered Into A Definitive Agreement To Sell Its Non-Control Ownership Stake In Kayne Anderson Real Estate

Kayne Anderson Real Estate manages approximately $22 billion of assets across real estate equity and debt strategies and has built a leading position in specialist sectors supported by structural, long-term demographic and secular demand tailwinds.

Vanguard Adds T. Rowe Price as Advisor to Multiple Active Equity Funds

The firm’s addition reflects Vanguard’s continued focus on working with high-quality, differentiated active managers with its rigorous oversight framework to support long-term investor outcomes.

Commerce Bank to Acquire Nolan & Associates, Adding Investment Banking Capabilities for Middle-Market Clients

The two firms have built a relationship grounded in mutual trust and a shared commitment to client service, creating strong alignment leading to this transaction.

Empower to Acquire Milliman’s Retirement Administration Business

The transaction also includes more than 800 employees who will join Empower

Kestra Investment Management Surpasses $5 Billion in Assets Under Management

AUM milestone achieved one year ahead of internal goal, as President and CIO Kara Murphy is named a 2026 Wealth Management Industry Awards finalist

Sovereign investors with $29 trillion pivot to energy assets, flag dollar fears

The race to build energy-hungry AI infrastructure added to the appeal, the report by the global investment management firm found.

BlackRock portfolio managers are cortisolmaxxing to enter a "positive stress mindset"

She said the program is opt-in only and that the data is confidential; it also won't be used to affect decisions like pay rises and promotions.

Job hoppers more likely to keep retirement plan access, EBRI finds

Millennial workers retain coverage after switching employers more often than boomers did.

Australia's Drummond Capital Partners Secures Investment from Kudu Investment Management

Drummond's founders, Tom Schubert and Nick Reddaway, will remain majority owners and Drummond will continue to operate under the same leadership team, investment framework and client service model.

Harbourfront Wealth agrees C$1.775bn investment from Berkshire Partners

Audax Private Equity, the firm’s current capital partner, will retain a sizeable stake in Harbourfront after the transaction is completed.

Premier expands financial services relationships in Chicago

Chicago is an important market for the Cayman Islands because of its depth in offerings.

Edward Jones Offers Carefull Fraud Protection Free to Clients

The St. Louis firm made a minority investment in Carefull through Edward Jones Ventures; nearly one in four Americans reported being victims of fraud, research shows.

State Street Investment Management Expands Low-Cost Core Suite with New Nasdaq® 100 ETF

State Street® SPDR® Portfolio Nasdaq® 100 ETF (QNDX) offers access to large-cap market leaders at 10 bps

JPM launches two new global equity active ETFs

The two new ETFs will offer investors exposure to global equities and non-US equities

The Goldman Sachs & hedge fund guys advising Andy Burnham. What to say when you're stealing $5m from CFA Institute

Deep economic insights in Burnham's government may therefore come from elsewhere.

Wells Fargo revamps S&P 500 target for the rest of 2026

Wall Street expected the Fed to open the door to rate cuts, but Wells Fargo instead cited profits, not policy easing, as the reason stocks continued climbing.

Modera Wealth Management Expands Florida Presence with Northstar Transaction

The firm joins Modera to support long-term succession, client service and advisor growth, adding $311.6 million in assets to the growing RIA

Blackstone Launches SablePointe Credit Strategies to Expand Origination Capabilities Across Asset-Based Lending and Specialty Credit Markets

The platform complements BXCI’s scale, capital, and global reach with specialized industry knowledge and structuring expertise.

New ETF Launches Far Exceed Closures

Active ETFs have dominated the new product landscape, with 953 strategies launched in 2025, accounting for 84% of all new ETFs last year.

Baker Tilly to acquire Anchin, move headquarters to New York City

The full-service firm provides accounting, tax, and advisory services to privately held companies, investment funds, and high-net-worth individuals and families.

Alternative Investments