Managers of Wealth Americas

FTSE Russell, StepStone to Team Up on Private Market Indices

The two firms said they want to help investors better benchmark the performance of their private markets portfolios.

Moelis CEO-designate joins Wall Street in signaling dealmaking rebound after tariff pause

Investor sentiment soured and stock markets slid after U.S. President Donald Trump's "Liberation Day" tariff threats, stalling risk appetite and slowing deal activity.

US insurers take $1.1bn hit amid first-quarter losses

The figures are based on data submitted by insurance companies as of May 29

401(k) Record Keepers Facing Existential Moment

The biggest opportunities, challenges and threats discussed at the 2025 RPA Record Keeper Roundtable.

Faltering Confidence in US Markets Underpins Bullish Forecasts for Gold Prices

Investors have become increasingly wary about the impacts the tariffs are having on economic growth and inflation both in the US and globally, and, as such, gold is proving a convenient safe haven in the meantime.

HUB International Strengthens Wealth Management Services With Acquisition Of Veripax Wealth Management, In California

They specialize in risk-focused wealth management, retirement income planning and strategic financial planning.

3iQ and Criptonite AM launch data-driven digital asset strategy on SIX

The Multi-Factor AMC’s strategy objective is to capture multi-day and short-term market trends, using quantitative analytics to make data-driven investment decisions using advanced statistical models.

New York real estate investment manager requires consolidated Yardi reporting for new mega development in Florida

The client faced the task of entering the Florida sub-market with a transformational development project while establishing a new back-office team skilled in fund, property and development accounting operations.

Why Charles Schwab Is Taking a Slow-Go Approach to Alternative Investments

Schwab recently launched an alternative investment offering for retail investors—but the company set a high bar to participate.

Proposed USA Tax on International Money Transfers Sparks Global Concern

Triple Threat from US “Revenge Tax”, Risk of Further Dollar Selling

AndPartners Tops $25B in Client Assets to Start 2025: An ambitious start for a new wealth management firm aimed at changing the industry for the better

Unlike many of its competitors, &Partners is employee- and advisor-owned with a very broadly distributed equity base.

Goldman Sachs insiders say Justin Gmelich is causing them concern at Millennium

He only became co-chief investment officer of Millennium in 2023 when a previous incumbent - Bobby Jain - left to found his own hedge fund.

Merit expands into Utah with acquisition of RCM Investments

The acquisition, whose financial terms were not shared, adds $281m in assets to Merit’s portfolio.

Merit expands into Utah with acquisition of RCM Investments

The acquisition, whose financial terms were not shared, adds $281m in assets to Merit’s portfolio.

BlackRock Plans Private Markets Expansion to Court Europe’s Rich

In recent months, BlackRock for the first time began rolling out model portfolios to retail wealth clients in the US that include private equity and credit funds.

US equity funds see weekly redemptions on trade tensions

Investors pulled a net $5.46 billion worth of capital from U.S. equity funds during the week, adding to the previous week's $11.02 billion net sales, data from LSEG Lipper showed.

US regime shift leaves bonds with a licence to thrill

It is confirmation that one of the most trusted assumptions in modern portfolio theory is losing its grip.

3 Components Of Holistic Wealth Management That Can Make Or Break Your Legacy

Addressing these gaps requires you to evaluate your current advisory practice.

Professional Guidance, Planning and Income Solutions Most-Wanted Retirement Benefits Amid Volatility: Morgan Stanley Retirement Study

Results show that while more employees are participating in their workplace retirement plans, they are also responding to economic uncertainty

BMO Financial Group reports Q2 profit of $1.96B as revenue also rises

“The economic backdrop in North America continues to be challenged by the uncertain environment,” said chief executive Darryl White on an earnings call.