Managers of Wealth Americas

Credit Union Wealth Group Launches Managed Direct Bond Investments for Member Portfolios

Credit unions may see a valuable opportunity to grow member wallet share by consolidating assets held at third-party brokerages and TreasuryDirect.

Pathstone to Merge With Hall Capital to Create $100B AUM Firm

Following its purchase of $45 billion Hall Capital Partners, private equity-backed Pathstone will now have a national footprint with 23 offices and over 750 team members.

Einhorn: “We Are Likely to Underperform”

Greenlight Capital remains leery of the bull market.

Naviter Wealth and Wealth Advisor Growth Network Pull Off Rare Succession Plan for Second Generation and Clients

In less than five years, private RIA serving families with significant wealth grows assets exponentially, credits WAGN with critical support

New Schwab Asset Management Study: ETF Investors Keep Calm and Carry On Amid Market and Political Uncertainty

ETFs make up 27% of ETF investor portfolios today; 65% plan to increase ETF investments in the next year, according to Schwab Asset Management’s 2024 ETFs and Beyond study

BNY Appointed by WisdomTree to Provide ETF Servicing, Custody, Accounting, Fund Administration and Securities Lending across U.S.-listed Products

WisdomTree is expanding its long-standing relationship with BNY as a sub-advisor and distributor of its ETFs

Charter Hall Group FY24 Results

FY25 distribution per security guidance is for 6% growth over FY24.

CI Global Asset Management Launches Asset Allocation Mutual Funds, Providing Low-Cost All-in-One Portfolios

The six asset allocation mutual funds are designed to suit a range of investor risk tolerances, from conservative to growth.

Future-proofing your multi-strategy hedge fund

Multi-strategy funds are popular for their consistent returns, scalability, and inherent diversification

CI Global Asset Management Announces Distribution Change for CI Canadian Banks

The risk rating change is based on the risk classification methodology mandated by the Canadian Securities Administrators

Venture capital investors wary of dealmaking despite stock market momentum, report says

"AI companies are commanding the most attention in venture," the report said.

Longevity Unlocked — Retiring In The Age Of Aging

Greater longevity has been compounded by falling birth rates across much of the developed world

EP Wealth Partnership Boosts Opto's Client Total to Over 250 RIAs

Opto is aiming to capture the RIA segment serving high-net-worth and ultra-high-net-worth investors.

EPAM Announces Agreement to Acquire First Derivative, Expanding Global Financial Services Practice

Strategic Acquisition will Enhance Capabilities in Capital Markets, Banking Operations and Asset Servicing, Strengthening Client Offerings Globally

Sun Life and MFS strengthen 42-year wealth management partnership

MFS focuses on long-term investing to counter inflation's impact, supporting Sun Life's client growth

Osaic Expands Educational Offerings for Financial Professionals

Wealth Advisor Academy offers financial professionals the resources and best practices to increase their enterprise value and enhance the client experience

Memphis Team Managing $650 Million in Assets Joins Prospera Financial Services

The firm provides financial planning and multi-generational wealth management with a focus on client advocacy.

AE Wealth Management's President, Chris Radford, Named Finalist for Executive Leader of the Year at 2024 ThinkAdvisor Luminaries Awards

This accolade highlights Radford's exceptional leadership and innovative contributions within the financial services industry.

Calamos Named 2024 "Alternative Investment Asset Manager of the Year" by WealthManagement.com

This recognition is a testament to our team's ability to navigate an ever-changing financial landscape and provide advisors and investors with strategies that help achieve long-term success.

Investment Management Client Services Building a Culture Around Staying the Course

Dominguez and Rancourt work with various types of institutional clients

Alternative Investments