Managers of Wealth Americas

MAI Capital Management Expands Presence in Florida With Addition of Liberty Private Client

Acquisition adds $245 million in AUM as the firm continues its strategic growth trajectory

Treasury Prime Joins U.S. Bank Connected Partnership Network to Expand Access to Embedded Banking Technology

Partnership strengthens Treasury Prime’s industry-leading bank network, bringing powerful subledger and AI reconciliation tools to treasury clients

BMO First North American Bank to Issue Labelled Indigenous Bond in Support of Indigenous-Owned Businesses and Indigenous Communities

Proceeds from the offering will be allocated toward Indigenous-owned enterprises and Indigenous communities, as outlined in BMO's Sustainable Bond Framework (the "Framework").

Alliancebernstein Holding L.P. Announces Third Quarter Results

Leveraging our extensive investment expertise and robust distribution capabilities, we remain committed to delivering exceptional service to our clients.

Chubb Reports Third Quarter

Underwriting income on both a published and current accident year ex-catastrophe basis was supported by solid premium growth and underwriting margin improvement.

Hargreaves Lansdown adds Franklin Templeton strategy to US fund

Putnam US Large Cap Value Equity Strategy was made available to UK investors earlier this year

Cerulli: Younger Workers Expect to Use 401(k)s as Primary Retirement Income

Another study found that spikes in healthcare and housing costs can draw down retirement assets.

Savant Wealth Management Ranks 12th on Barron’s 2025 Top 100 RIA Firms

With its annual Top 100 RIA Firms list, Barron’s seeks to recognize advisory firms that exemplify excellence

Arch and Archway Group Partner to Enhance Alternative Investment Management

Integration of leading family office technology platforms will streamline reporting and private investment management workflows for ultra-high-net-worth (UHNW) investors

BlackRock hits $13.46tn in assets under management in Q3 2025

The asset manager saw its net income rise to $1.9bn, up from $1.7bn in the corresponding quarter of the prior year.

Andrew Palmer to Receive CIO’s 2025 Lifetime Achievement Award

Palmer was educated at the University of Maryland

Erie Strategic Ventures invests in Atomic and Feathery to advance innovation in insurance and financial technology

Erie Insurance's corporate venture capital arm expands its portfolio with two startups focused on embedded brokerage and AI-powered data solutions

Steward Partners Celebrates Advisors Recognized in InvestmentNews' Rising Stars List

The InvestmentNews Rising Stars list, launched in 2024, celebrates the next generation of talent shaping the future of financial advice.

US-China trade stakes escalate

Since a meeting in Geneva in May 2025, the US and China had consistently put off imposing mutually-threatened import duties and restrictions.

Goldman Sachs and Houlihan Lokey lead in M&A advisory for Q1-Q3 2025

With regard to deal volume, Houlihan Lokey topped by offering advisory services on 240 deals.

Wells Fargo Team Forms California-Based RIA

A father-son team launched Ticino Wealth in Mission Viejo, California, with $388 million in client assets.

Ares Management Raises $5.3 Billion for Infrastructure Secondaries Strategy

Final Fund Close Exceeds $2 Billion Target

Wall Street's biggest banks are riding high as earnings season begins

Revenue from core lending, trading, and the dealmaking divisions is set to climb across the board.

Blackstone in talks about £1bn Tritax Big Box deal

The American investment giant is nearing a deal to sell logistics assets to Tritax Big Box Reit which could involve it receiving equity in the London-listed company, Sky News learns.

Wells Fargo Chief Equity Strategist Says One Trade Matters Above All Else, Forecasts Earnings Beat Incoming for Stocks

In a new CNBC interview, Oshung Kwon says Wells Fargo’s machine learning models predict that AI-related firms will spearhead a Q3 earnings beat.

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