Managers of Wealth Americas

Merit Joins Fidelity's Wealth Advisor Solutions® Program

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

TD Bank Group Announces Election of Directors

TD's board composition includes a mix of returning and new directors.

Hedge funds miss out on US equities rally but suffer smaller losses in volatile two days

Global fundamental long/short funds tracked by Goldman Sachs' prime brokerage desk were down 0.7%

Paul Hanratty Honored With 2025 Vanguard Market Development Award

The Vanguard Market Development Award recognizes leaders who have made exceptional strides in advancing the development of insurance in an underserved market or emerging economy.

State Street Global Advisors Announces State Street Target Retirement IndexPlus

The State Street Target Retirement IndexPlus Strategy expands upon traditional target-date strategies

Republic Capital Group advises Constellation Wealth Advisors on the Divestuture of its professional athlete business

Constellation oversees nearly $4.7 billion in assets and supports individuals, families, endowments, and foundations, nationwide with a focus on serving high-net worth business owners.

Guardian and Janus Henderson Announce Multifaceted, Strategic Partnership

The partnership positions Janus Henderson as a top-15 unaffiliated insurance asset manager.

US bank earnings likely to be overshadowed by recession concerns

Banks will probably set aside billions of dollars to cover potential loan defaults over the coming quarters.

Between a BlackRock and a hard place?

And Fink may be using this wording to push for the policies he feels are needed.

Model Portfolios Simplify Wealth Managers’ Messaging with Clients

This integration hinges not only on strategic collaboration but also on conveying ideas and solutions that resonate deeply with advisors and their clients.

RBC Indigo Asset Management Inc. announces approval of fund mergers

The Independent Review Committee of the RBC Indigo Terminating Funds provided their approval or a positive recommendation

State Street Global Advisors Announces Strategic Partnership and Investment in Ethic

SSGA and Ethic also announced a strategic partnership to deliver customized investment solutions at scale to SSGA’s institutional and financial intermediary clients.

Envestnet, Interactive Brokers launch innovative investment solutions in Canada

Direct indexing and predictions market launches highlight focus on Canadian market

S&P sell-off to worsen, warn Wall Street trading desks

Goldman, BofA among those sounding the alarm.

Mercer Advisors Expands in Memphis With Acquisition of Vishria Bird Financial Group

Values-based financial planning firm strengthens $70 billion RIA's footprint in Tennessee

Wealth Enhancement acquires $581M team in first North Dakota location

It marks the firm's third addition to its nationwide footprint in just a week

Shareholders' group slams Goldman execs' $80M bonuses

Solomon and Waldron's rewards deemed 'poor practice' by ISS

The Vistria Group's Real Estate Debut Exceeds $2.5 Billion AUM in Two Years

Vistria Housing Fund, LP Portfolio Now Exceeds 7,000 Units Nationwide

LPL Financial to Buy Commonwealth Financial for $2.7B

The independent broker/dealer known for its small, boutique culture will be absorbed into the largest IBD in the United States.

No longer ‘traditional’: Fink talks up BlackRock’s $27bn alts investment

Larry Fink clearly wants the whopping $27bn investment in private assets deals to be fruitful, as he dedicates a large slug of his annual letter to alts.

Alternative Investments