Managers of Wealth Americas

Goldman Sachs & JPMorgan lost rates sales staff in post-bonus moves

The exits come after Goldman Sachs also lost Scott Rubner from its West Palm Beach team last month.

Rise Growth-Backed Bleakley Transitions 80% of AUM to Equity Partnership

Bleakley Financial Group, which became Rise Growth’s first RIA investment last year, has also acquired two firms with about $1 billion in assets in the first quarter of 2025.

Asia hedge funds outperform US peers as markets sell off

Asian hedge funds that bet on stock rises and falls, tracked by Morgan Stanley, were up 2.8% year-to-date, while the U.S. ones lost 2.6%.

Overland Advantage and Wells Fargo Lead Senior Secured Credit Facilities to MaxiTransfers

MaxiTransfers is a money service business specializing in the US-LATAM corridor, serving the Latin American community in the U.S. since the early 2000's.

VeriQuant Asset Management Announces Strategic Partnership with CLS Capital Group, Secures $10 Million in First Funding Raise

Grounded in Principles, Driven by Innovation.

Beacon Hill Wealth Management: One of Canada's Leading Cross-Border Investment Firms

Expert cross-border wealth management for Americans in Canada.

Abacus Life rebrands as Abacus Global Management

Company expands its financial services and global reach

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

Alternative Investments