Managers of Wealth Americas

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.

Stifel Boosts CEO Kruszewski’s Pay 30% to $15 Million

Stifel’s compensation committee cited Kruszewski’s leadership “through rapidly changing market conditions with stability and significant growth,” according to the proxy.

Capital Group and KKR Launch Their First Two Public-Private Investment Solutions

Capital Group and KKR are already working on additional strategies and expect to deliver two equity-focused strategies

Goldman says China funds to buy US$110 billion of Hong Kong-listed stocks

Southbound inflows have reached US$78 billion this year, surpassing annual net purchases for most years, except in 2020 and 2024: Goldman

Schwab Announces Strategic Investment in Wealth.com to Support Estate Planning Capabilities for Investors

Schwab’s investment will help Wealth.com continue to scale its capabilities to make it easier for financial firms and advisors to provide valuable estate planning services

RBC Global Asset Management Inc. announces fee reductions and changes to certain RBC Funds and appoints new sub-advisor for RBC International Equity Index Fund

As part of these changes, the overall management expense ratios ("MERs") are expected to be equal to or lower than those that are currently charged.

SFA Partners Announces the Recent Additions of Three Wealth Management Teams, $200 Million in Assets Through Strategic Blueprint

Firms selected Strategic Blueprint based on unique culture, entrepreneurial spirit and commitment to transparency

Jamie Dimon argues JPMorgan can help fix the bond chaos if regulators get on board — ‘It’s not relief to the banks, it’s relief to the markets’

JPMorgan Chase CEO Jamie Dimon said the world’s biggest lenders can help, but only if regulations developed to prevent a repeat of the Global Financial Crisis are scaled back.

Merit Joins Fidelity's Wealth Advisor Solutions® Program

$11.7 billion Merit continues to grow, recently completing its thirty-fourth acquisition

Alternative Investments