Managers of Wealth Americas

Deals: Bloomridge buys RMB Wealth Management

Plus, RBC buys mortgage fintech, Fiera funds solar energy firm and EQB-PC Financial merger gets key thumbs up

Zelle® and Bank of America Partner to Accelerate Delivery of Charitable Donations to Nonprofits

Zelle launches innovation agenda to work with financial institutions to expand the way the popular person-to-person payment tool can be used

Mosaic bolsters finpro team with trio of underwriting talent

He brings more than 20 years of experience in professional lines and cyber underwriting and previously led the professional liability group at Liberty Mutual / Ironshore

Proskauer Advises Battery Ventures on Closing of $3.25 Billion Fund

The fund will allow Battery to continue backing technology companies globally with a focus on the U.S., Europe and Israel.

Joe Duran's Rise Growth Partners expands to Florida with Cyndeo Wealth deal

Rise's fourth non-control minority staking deal puts it alongside Dynasty Financial Partners as a strategic partner in the $3.1-billion RIA's continued growth.

Osaic Unveils 2026 Osaic Foundation Board

Foundation names 2026 leadership to advance philanthropic mission

NewEdge Advisors Partners with $6 Billion Stonegate Investment Group

Transaction Further Underscores How W-2 and Franchise Models Deliver Advisor Teams Solutions for Practice Liquidity, Strategic Acquisitions, and Succession Planning

The Diamond Podcast for Financial Advisors: Cedarwood Financial Partners' $1.7B Post-Litigation Comeback Story

Todd Vincent and Dylan Ripley share the reality of leaving Edward Jones, defending a two-year lawsuit and still nearly doubling their business.

Bill Ackman tries IPO market again with fund-management share giveaway

Both Pershing Square, the hedge-fund firm, and Pershing Square US, a new closed-end fund, filed to go public with the Securities and Exchange Commission.

State Street Investment Management Launches Investment-Grade Public and Private ABS ETF

The fund’s private ABS allocation may include, but is not limited to, securities sourced by Apollo Global Securities, LLC.

Why this top multi-asset fund has halved its bond allocation since 2022

This rise in popularity has brought about the return of the 60/40 portfolio, which incorporates a 60% weighting to equities and a 40% position in bonds.

BCS Investors Have Opportunity to Join Barclays PLC Fraud Investigation with the Schall Law Firm

Based on this news, Barclays ADSs fell significantly in the next several trading sessions.

PNC Financial Services Group Names Deutsch as Advertising Agency Of Record

We are confident Deutsch has the experience and capabilities to be a strong, strategic partner as we seek new and innovative ways to serve our customers

Very few equity researchers in banks ever exit to hedge funds or private equity firms

They could also bring their analytical skills to private markets with private equity firms.

Hightower Signature Makes First External Acquisition With $5B RIA Journey Strategic

The acquisition provides a significant asset boost to the Hightower Signature W-2 channel, a key growth area for CEO Larry Restieri, and adds Journey Strategic Wealth founder Penny Phillips to Hightower Signature’s leadership team.

Canada Life Insurance completes £80 mn Safeway pension buy-in

The transaction marks the scheme’s sixth buy-in as trustees continue a phased de-risking program.

Hedge fund Millennium hired an ex-Goldman Sachs strat MD from Citadel

One Goldman quant who did just that has emerged at Millennium in New York.

Savant Wealth Secures Largest Acquisition to Date With $3.9B RIA

Heritage Financial, an independent RIA that had grown to $3.9 billion in assets, will adopt the Savant Wealth name while continuing to operate from offices in Massachusetts.

Small caps, enhanced signals: Our new NextGen ETF

Small caps bring very different return drivers to large caps

Advent International completes tbi bank acquisition

The European Central Bank approved the acquisition deal 10 months after it was initially announced.

Alternative Investments