Managers of Wealth Americas

Polar Asset Management Partners Acquires Castlefield Associates Inc.

Prior to founding Castlefield, Mr. Schindler spent 18 years at the Ontario Teachers’ Pension Plan

Osaic Super OSJ Affiliated Advisors Lands 30 New Teams in Q1

Founder and President Rita Robbins says disruption and the desire for personalized support have helped attract advisor teams with about $1.5 billion in client assets.

Blackstone, Vanguard, Wellington to Launch Private Markets Fund

The companies have laid out plans for an interval fund, which will be managed Wellington and draw its investments from all three firms.

First Rate Launches Alts Data Management Solution to Revolutionize Wealth Management Operations

Empowering wealth management firms with the tools they need to streamline alternative asset management, reduce errors, uncover hidden insights, and make informed decisions faster - enabling them to thrive in an increasingly complex investment landscape.

Global Wealth Management Named on USA TODAY's Best Financial Advisory Firms 2025 List, #1 Advisory Firm in Southeast Florida

This recognition follows recent strategic growth milestones for GWM, including opening a new office in Palm Beach County and its expansion into Florida's West Coast with the acquisition of Gulf Coast Financial Planning in Lakewood Ranch/Sarasota.

$3.7 Billion Merger Launches Balefire, a New Brand and Business Growth Strategy

The new entity brings together over 60 professionals with complementary skillsets, offering comprehensive wealth management, strategic tax planning, and corporate solutions.

Investment Roundup: Hamilton Lane Launches VC Fund; GSAM Custom Public/Private Model Portfolios Go Live

In addition, Venturi Private Wealth taps Opto to bolster its private markets investment management capabilities.

Mariner expands in Ohio with Hyre Personal Wealth Advisors

This acquisition establishes Mariner's second office in Columbus and eighth location in Ohio.

Wells Fargo, NU Holdings Garner Heavy Retail Buzz Over Past Week — Here’s Why

The bank also cleared its twelfth consent order since 2019 earlier last week in its latest bid to lift a $1.95 trillion asset cap imposed on the bank by the Federal Reserve in 2018 due to its compliance issues.

World’s Largest Asset Manager Buys 1.3 Million Nio Shares in Q1

Despite the quarterly increase, BlackRock’s overall stake in Nio has declined significantly throughout 2024.

Ackman's Pershing Square to boost Howard Hughes stake with $900 mln investment

Howard Hughes had rejected Ackman's previous offer of $900 million for 10 million shares

Key 2025 strategies for business growth in South Florida

Despite the widespread optimism, local businesses should remain cautious as the economy adjusts to new tariffs.

A. J. Gallagher sees net earnings hit $709m in Q1’25 on strong segment growth

Meanwhile, net earnings in the firm’s risk management segment in Q1 2025 were $41.1 million, up from $39.3 million in Q1 2024.

Chubb, Zurich, National Indemnity Launch Excess Casualty Facility

This facility coverage solution will be available in the U.S. and will begin underwriting business immediately with coverage effective starting July 1, 2025.

Apollo Closes its Debut Secondaries Fund at $5.4 Billion, Exceeding Target

Brings Total Capital Raised Across Apollo S3 Platform to Nearly $10 Billion Since 2022 Launch

Lido Advisors to Partner with Copperwynd Financial

Scottsdale HQ'd RIA with Over $720M in RAUM and Longstanding Presence in the Southwest

Great Hill Makes First Investment in RIA Market

California-based Mission Wealth will continue to be majority owned by its employees, as it sells a minority stake to Great Hill Partners.

Prudential confident of meeting guidance after first quarter growth

The new business margin improved to 36% from 34%, Prudential added.

Morningstar, Inc. Reports First-Quarter 2025 Financial Results

The Company also accelerated its stock repurchases in the quarter.

Mission Wealth Announces a Strategic Investment from Great Hill Partners in Celebration of 25 Years of Excellence

The partnership will fuel Mission Wealth's industry-leading organic growth, enhance its client service offering, and support the firm's national expansion plans.

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