Managers of Wealth Americas

Carson Group Creates Home Office Teams for W-2, Independent RIA Channels

One of the most active RIA acquirers has recently created dedicated business lines for its W-2 and independent channels to help focus team members and drive growth, according to CEO Burt White.

Creative Planning rebrands SageView post-acquisition

The mega-RIA has integrated SageView Advisory Group into its retirement division and rebranded it under the name Creative Planning Institutional Consulting.

Pimco Sees First Cracks in the Private Credit Boom

At first glance, corporate bonds appear expensive. Credit spreads are close to historical lows.

Verizon, Lockheed Martin to Outsource Pensions to Goldman Sachs Asset Management

The agreements represent a combined $70 billion in OCIO mandates.

Northern Trust Appointed to Support Invesco’s New Index-Tracking Mutual Fund Range

Supporting Invesco’s Distribution of Synthetic Replication Capabilities to European Mutual Fund Investors

113 Ameriprise Financial Advisors Named to the AdvisorHub “Advisors to Watch” Lists

Backed by a longstanding, trusted brand, these capabilities help advisors grow faster, work more efficiently and deliver an exceptional client experience.”

Bartholomew & Company Launches Hybrid RIA, Marking the Next Step in its Long-Term Growth Strategy

The new RIA structure strengthens the firm’s operating platform and enhances its ability to serve clients while preserving the disciplined approach and personalized service that has defined Bartholomew & Company for more than three decades.

Aspyre Wealth Partners Celebrates Team Growth and New Office in Overland Park

Kansas City financial planning and wealth management firm grows professional team serving executives, emerging leaders, and high-earning families.

Retirement & Wealth at Alliant Expands with Acquisition of Retirement Solution Group

Strategic acquisition expands retirement plan consulting expertise and enhances client solutions nationwide

TD Asset Management Inc. and iCapital Network Canada Ltd. Collaborate to Bring a Global Real Estate Strategy to Eligible Canadian Accredited Investors

The launch builds on the firms' existing relationship supporting Canadian private wealth channels and marks the second strategy introduced in Canada through iCapital's platform.

Banco de Bogota highlights regional banking role as investors watch Latin American financials

Analysts observing the region often emphasize the importance of credit discipline and risk management in economies

250 Years After Its Independence, the United States Is the Leading Global Financial Asset

The magnitude of this financial dominance is difficult to match.

AFP Capital leads Chile’s new pension era

Against this backdrop, AFP Capital has deployed a management approach focused on combining technical excellence, investment discipline and close engagement with members and pensioners

State Street Investment Management’s SPYM Selected as Exclusive Default ETF for Trump Accounts

The lowest-cost S&P 500 ETF to drive long‑term investing for America’s next generation

Ten Investment Convictions for H2 2026

The macroeconomic and market conditions continue to support risk assets.

Janus Henderson Completes Take-Private Transaction with Trian, General Catalyst, and QIA

Delivering even better for clients as an innovative private company with long-term focus on investment solutions, client service, technology, and talent

Federal Home Loan Bank of New York Invests $25 Million to Support Affordable Housing Supply in New York City

New York City Housing Development Corporation bond purchase will help create or rehabilitate 1,027 units of affordable housing

CIBC Global Asset Management launches private infrastructure fund with J.P. Morgan Asset Management

It provides exposure to essential physical services that support society and is structured to help insulate investors from traditional macroeconomic and market cycles.

Shoulder Innovations Announces Closing of up to $50 Million Credit Facility

Refinancing Existing Debt with Significantly Improved Terms

Petershill at Goldman Sachs Alternatives Announces That It Has Entered Into A Definitive Agreement To Sell Its Non-Control Ownership Stake In Kayne Anderson Real Estate

Kayne Anderson Real Estate manages approximately $22 billion of assets across real estate equity and debt strategies and has built a leading position in specialist sectors supported by structural, long-term demographic and secular demand tailwinds.

Alternative Investments