Managers of Wealth Americas

Comvest Partners Celebrates 25 Years of Investment Management Leadership

Celebrating 25 years of investment management leadership is extremely rewarding

Warren Buffett Is Selling Bank of America and Citigroup Stock and Is Piling Into This High-Yield Investment Instead

That resulted in $101.1 billion in taxable gains, dwarfing any amount the company realized in the past as well as its normal operating income.

New FinCEN rules every investment adviser should know

For decades, banks and broker-dealers have operated under strict AML requirements.

Apella Wealth Expands East Coast Presence with Addition of Marrella Private Wealth, Adding $518 Million in AUM

As advocates, coaches, and fiduciaries, the Marrella team guides clients in making informed financial decisions at every stage of life.

Wall Street's 2025 stock market forecasts are falling apart for one simple reason

Now, economic growth forecasts are moving lower, and strategists are discussing the likelihood that their year-end targets for the S&P 500 might've been too optimistic.

HDI Global launches Climate Consulting to bolster business resilience

This service allows companies to create targeted strategies to reduce their exposure to acute and chronic physical climate risks in specific locations.

US equity funds see outflows on tech selloff, trade war worries

U.S. small-cap funds experienced the largest weekly outflow since December 18

IncomeWise™ Target Date Strategies to Become Available on Voya Platform

Solution Demonstrates a Shared Continued Commitment to Helping Improve Participant Outcomes

Goodbody Enhances Portfolio Management Workflow with Adoption of Bloomberg AIM

Goodbody was already utilizing Bloomberg to support their Investment Banking Team through the Bloomberg TOMS and RHUB offerings

HEDGE FLOW Hedge funds give up half of 2025 gains in 'challenging' markets, says Goldman Sachs

Stock plunges were felt acutely in the parts of the markets where hedge funds held long bets such as on technology, media and telecommunications companies.

State Street Global Advisors Expands Access to Bridgewater Associates’ All Weather Asset Allocation Approach

SPDR® Bridgewater All Weather ETF Brings Bridgewater’s Investment Process to All Investors

Advisor360° launches new CRM solution for independent RIAs

Tandem is a multi-custodial platform with advanced reporting, secure document management, financial planning integrations, and a modern client portal.

J.P. Morgan Asset Management Releases 2025 Guide to Retirement

13th edition of Guide explores key themes that will impact retirement planning this year, including Social Security and guaranteed income

Why Goldman Sachs and Citi’s trading desks are the best places to work

That's hard to measure, even in jobs as attractive as those in financial services. But if you're a trader, one measure might be your ability to take risk.

Nebo Launches Enterpise Platform

A year after launching Nebo Wealth, the unit of GMO has rolled out a scalable product for larger firms.

JPMorgan Chase invests in FairPlay

Infinity Ventures and Nyca Partners have also invested in FairPlay, which saw a threefold increase in business in 2024.

Chubb to acquire Liberty Mutual’s P&C insurance operations in Thailand and Vietnam

For Chubb, the transaction represents an opportunity to enhance and expands its business.

Fidelity and Regions Bank Score Big Among Financial Services, While Online Investment Industry Stumbles, ACSI Data Show

Online investment, the only one to falter, suffers a 3% decline to a last-place score of 77.

Certain BlackRock Funds Announce Final Results of Tender Offers

The final results of the Tender Offers are provided in the table below.

Neuberger Berman Achieves Significant Asset Based Milestone With Over $1.6 Billion Fundraise for Specialty Finance Fund III

The NB Specialty Finance team manages a high yield, short duration strategy within asset based finance.

Alternative Investments