Managers of Wealth Americas

Canadian Imperial Bank of Commerce stock falls Monday, underperforms market

Canadian Imperial Bank of Commerce closed C$3.19 below its 52-week high of C$95.50, which the company reached on December 11th.

Downing & Co. Elevates Financial Legacy With Expert Estate Planning Services in Portland

The firm offers specialized estate planning services, designed to ensure their clients' wealth is preserved and passed down seamlessly to future generations.

MetLife to Buy Li’s PineBridge in Asset Management Push

MetLife will also pay $200 million subject to achieving certain financial goals in 2025, and an additional $200 million subject to a multiyear earnout.

Sia Partners secures €250 million in funding from Blackstone

Following 25 years of privately-funded growth, Sia Partners has turned to the world of private equity to fast-track its future growth ambitions.

Hedge Funds Cut Nuclear Technology Exposure After 'Hard' Rally

Money managers remain positive about sector’s long-term future as demand for clean energy picks up.

State Street Announces Three Additional Bank Partnerships to Support Minority Depository Institutions and Community Development Financial Institutions

Latest placements mark the completion of the firm’s $100 million initiative that launched earlier in 2024

Setting up a business in the United States

The US has a uniquely large and affluent domestic market that makes it attractive to businesses worldwide.

CAPTRUST Welcomes Campbell Wealth Management & TruNorth Wealth Partners

Campbell is unapologetically a growth-minded organization, just like CAPTRUST.

Captrust Adds $1.97B in Double Deal

Captrust has acquired Virginia-based Campbell Wealth Management and St. Paul, Minn.-based TruNorth Wealth Partners.

Summit Financial Finishes 2024 Strong with Minority Stake in Gordon Asset Management, Representing Over $1.3 Billion in Combined Advisory and Retirement Plan Assets

Summit amplifies presence in the Southeast, bolstering expertise in qualified retirement plans

Payroll provider remote enables companies to pay contractors with stablecoins

Contractor management is one of the fastest-growing capabilities of the Remote platform as businesses shift toward tapping global talent pools and adopting more flexible workforce models.

Corient to Acquire H.M. Payson, Maine’s Largest Registered Investment Advisor

Portland-based firm with $7.9 billion in assets and 170-year legacy to join Corient, expanding its presence in the U.S. Northeast

MA Asset Management announces the launch of interval fund MA Specialty Credit Income Fund (SCISX)

The Fund aims to deliver attractive risk-adjusted returns through various market cycles while providing daily pricing, monthly income distributions and quarterly repurchases.

Merit Acquires Pacific Northwest Firm Overseeing $773M In Assets

The Oregon firm will expand its retirement and group insurance offerings using new technology from Merit.

Why Wall Street says bank stocks are a top play for 2025

The catalysts are clear: a strong economy, expectations of deregulation under President-elect Donald Trump, attractive valuations, and lower interest rates.

Wells Fargo stock backed by Evercore, bets on asset cap lift and capital return growth

The adjustment follows a recent investor meeting with Wells Fargo's Head of Investor Relations, John Campbell, which took place last week.

Billionaire Warren Buffett Bets $120,000,000,000 on Two Assets After Dumping Bank of America, JPMorgan Chase, Wells Fargo

Berkshire initiated its investment in Apple back in 2016 and has adjusted its holdings multiple times, including significant reductions this year.

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