Managers of Wealth Americas

Cantor Fitzgerald and Silverstein Properties Announce Joint Venture with Turnbull Development, LLC for Opportunity Zone Development in Summerville, SC

This highly anticipated project will have immediate and long-lasting impacts on Summerville and provide a connected, community-oriented environment where people can live, convene, and enjoy.

Hedge funds react to geopolitical uncertainty

Goldman Sachs says funds dumped European stocks last month.

Stone Ridge adds $400m in mutual ILS fund assets, reaching $4.4bn

Stone Ridge Asset Management’s mutual ILS fund strategies had seen their assets under management fall to as low as $2.5 billion back in 2022.

EP Wealth Advisors Announces Acquisition of Dallas-Based Sloan Investment Management, LLC

The partnership with Sloan demonstrates EP Wealth’s commitment to strategic M&A growth

JTC Evolves Americas Proposition to Drive Further Growth

JTC first established a private client presence in the US in 2012

Kovitz set to exceed $24B AUM as new combination is announced

Focus Financial firm is preparing for another major tie-up.

Janus Henderson: The US election’s effect on markets

78% of mass affluent and high-net worth investors concerned about US election

First Trust Announces Timing of Reorganization of First Trust High Income Long/Short Fund with and into abrdn Income Credit Strategies Fund

Upon the completion of the reorganization, which is expected to be tax-free, the assets of FSD will be transferred to, and the liabilities of FSD will be assumed by, ACP.

Manulife Investment Management partners with Foundry Commercial

Manulife Investment Management and Foundry Commercial establish industrial outdoor storage partnership

Former Sanctuary CEO Debuts RIA Venture

Jim Dickson’s new investment vehicle venture, Elevation Point, aims to serve as a “value-aligned growth partner” for independence-seeking advisors and RIAs.

One of the largest advisory firms in the US is now in Canada

Firm offers services to financial services, tech, and consumer businesses

Goldman Sachs ETF Accelerator Announces First Fund Launched in EMEA Through the Platform

Ultramarin and Baader Bank leverage Goldman Sachs ETF Accelerator to launch AI-driven active ETF.

Franklin Templeton Launches Suite of Tax-Managed Active and Passive SMAs at UBS

Additionally, Franklin Managed Options Strategies Team Introduces Options Overlay Capabilities at UBS

Eaglebrook Celebrates Five Years, Establishes Brand as Leading Digital Asset Investment Platform for Independent Wealth Managers

Since its founding in 2019, Eaglebrook’s crypto SMA solution has expanded its service offering to be trusted by over 700 financial advisors at more than 70 RIAs nationwide

Alternative Investments