Managers of Wealth Americas

The Union Bank Co. Partners with Osaic Affiliate Savage and Associates

New relationship brings $127 million from LPL to Osaic’s network, provides Union Bank clients access to expanded financial planning and investment services

Morningstar, Inc. Reports Second-Quarter 2025 Financial Results

Through such efforts, we are creating a common language to help investors navigate the convergence of public and private markets.

Advisors object to canceled Schwab letter targeting high-net-worth RIA clients

Schwab intended for its outreach to begin on July 30

Post-asset cap, Wells chases government banking growth

In government banking, “we have felt it, reputationally,” a Wells executive said of the bank’s growth restraint and the issues that prompted it.

Equities stay strong, but fixed income dampens DB pension plan returns in Q2

Canadian equities continued to deliver, and plans with higher domestic allocations reaped the benefits.

State Street Investment Management Debuts Select Sector SPDR Premium Income ETF Suite

Newest Select Sector SPDR ETFs Provide Same Sector Exposure With Enhanced Income Potential

US Bank launches online education hub for small business owners

The new resource hub aligns with a commitment at U.S. Bank to support small businesses, which are a driving force in the economy and a vital source of employment.

Birch Hill, Brookfield to acquire First National Financial

The deal values the company’s equity at C$2.9bn ($2.1bn).

Harrison Street, ABS Investments Launch Private Wealth Divisions

The firms join a growing list of alternative asset managers building teams to target financial advisors.

iA Financial Corporation to acquire RF Capital Group Inc.

Strengthening iA’s position in the Canadian independent wealth management space

Arm price target raised to $194 from $150 at Morgan Stanley

A potential shift to chip making is gaining traction with investors and has “become a focus across all our investor discussions,” says the analyst, who would view “such a shift as transformative.”

US banks Pinnacle and Synovus unite in $8.6bn merger

The transaction, which is expected to close in Q1 2026, aims to create the largest bank in Tennessee and the largest bank holding company in Georgia.

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

Alternative Investments