Managers of Wealth Americas

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.

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

Increasing retail client exposure to private capital investing

Across the United States and Europe, investment management firms can unlock growth by connecting retail investors to private assets through existing product structures

Alternative Investments