Managers of Wealth Americas

AssetMark to Add Private Markets Capabilities

The TAMP provider will launch product enhancements in the fourth quarter to support the inclusion of private funds in discretionary accounts and UMAs.

Uncertain market conditions pushing institutional investors to fixed income, international equities: expert

The firm’s most recent asset allocation insights report found a global market that’s seeing steepening yield curves amid economic uncertainty brought on by U.S. tariff policy.

Brookwood Financial Partners, LLC expands global reach with new london office

Strengthens Access to International Investors Across Europe, the Middle East, and Asia

AllianceBernstein Holding L.P. Announces Second Quarter Results

The firm's cash distribution per Unit of $0.76 is payable on August 14, 2025

Chubb Reports Second Quarter Per Share Net Income

Book value per share and tangible book value per share excluding AOCI increased 3.4% and 4.5%, from March 31, 2025.

Investment Planning Counsel Acquires De Thomas Wealth Management

This strategic acquisition supports IPC’s broader vision to expand its footprint and continue providing advisors with the independence, tools, platforms, and support they need to deliver an exceptional client experience.

Bluespring Wealth Partners Acquires Halcyon Wealth Advisors

This acquisition is part of a broader consolidation strategy and includes the merger of Halcyon into existing Bluespring firm LifeBridge Financial Group.

CC Capital and OneIM Enter Scheme Implementation Deed with Insignia Financial Limited, Australia's Leading Diversified Wealth Management Group

CC Capital and OneIM to acquire Insignia Financial Limited for A$4.80 per share via a scheme of arrangement, a 56.9% premium to Insignia's last undisturbed close

This one big money move sets rich retirees apart

Getting retirement right goes way past hoping for the best.

Cerulli: More Advisors Affiliating With RIA Consolidators

These consolidators are increasingly shifting toward centralization, a common strategy at the large broker/dealers and wirehouses, Cerulli says.

BNY Investments launches adaptive risk overlay fund

The Fund will be managed by portfolio manager Lars Middleton, who will draw on Newton’s longstanding multi-asset expertise and capabilities developed over three decades of managing both tactical and systematic hedging solutions.

Morgan Stanley market making head leaves for HFT firm

CRB quants have a bit of a divisive representation in banking due to their influence being great at some banks and minimal at others.

Summit Financial Fuels Rapid National Growth with Investments in Four Advisory Firms

Crow Financial, Everest Consultants, Heritage Wealth Partners, and LPF Advisors join Summit’s expanding network to enhance client solutions, drive innovation, and boost growth.

Steward Partners Snags $500M Advisor From Truist

Advisor Mike Wood makes his first move out of bank-affiliate practices to join $40 billion Steward Partners in Norfolk, Va.

Sophie DeCouto to lead Alcor’s new American office

Spearheading the new office is Sophie DeCouto, the chief executive officer of Alcor USA.

How to get a job in a hedge fund

How, though, do hedge funds make money in a falling market?

Summit Financial Adds Four Firms Totaling $1.2B

The Merchant-backed $20 billion RIA has made 11 total deals in 2025.

TD Asset Management Inc. announces mergers and terminations to its investment fund line-up

None of the Discontinuing Funds or Continuing Funds will bear any of the costs or expenses of the Mergers. Such costs will be borne by TDAM.

Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand

Connecticut-based Innovative CPA Group has launched an RIA arm offering wealth management, including alternative investments.

Elevation Points Stakes $1B Raymond James Breakaway

Two second-generation advisors and their fathers are starting up the $1 billion Waycrest Wealth with a minority investment from Elevation Point.

Alternative Investments