Managers of Wealth Americas

Raymond James Sees 15% Post-Midterm Rally, Warns Of Tax Risks

Adam and the Raymond James investment team place greater weight on economic growth, corporate earnings and Federal Reserve policy than on political outcomes.

Asset manager profit margins under pressure as infrastructure costs climb

New PwC research finds firms spending more to maintain old systems than build new ones, with the gap set to widen through 2030.

Blackstone and Leading Canadian Institutional Investors Announce $3.1B Investment in Mitsubishi Corporation’s Interest in LNG Canada

Investor group includes CPP Investments, OMERS, IMCO and PSP Investments

Wealth Firms Urge Patience on Anthropic IPO

Advisors see muted client interest in Anthropic's IPO and recommend a patient, long-term approach to buying shares.

State Street Investment Management Launches SPYMX Mutual Fund Share Class of SPYM, its Low-Cost S&P 500® ETF

New share class is purpose-built for retirement plans to provide SPYM’s scale and liquidity within a ’40 Act mutual fund structure

Envestnet eyes RIA benefits of Vestmark deal

Terms of the acquisition have not been disclosed, although the deal is expected to close in the fourth quarter.

CAPTRUST Strengthens Pacific Northwest Presence with Pacific Sage Partners

The eight-person team has built its business around a holistic approach to wealth management.

Captrust Acquires $1.1B Pacific Northwest RIA

Captrust is expanding its Pacific Northwest footprint, acquiring Edmonds, Wash.-based Pacific Sage Partners and its $1.1 billion in client assets and eight advisors.

Jump Expands Claude Integration With New Advisor Skills

Jump broadens its Anthropic partnership, rolling out skills meant to transform advisor-client conversations into organized follow-up tasks, recaps and commitment tracking.

Apella Wealth brings Kilner Capital Advisors into its network

The move increases Apella’s presence in the Mid-Atlantic.

Envestnet Custom Model Solutions Gives RIAs a White-Labeled Path to Outsourced Model Management

Program Pairs Asset Manager-Built Models with Outsourced Trading, Billing, and Reporting

Captrust Adds $3B Ex-Truist Wealth Team in North Carolina

The 13-person team was formerly affiliated with broker/dealer Truist Investment Services, a subsidiary of Truist Financial Corporation.

US equity funds post inflows for a second straight week

Nearly 24% ⁠of S&P 500 companies have reported, with roughly 82% topping analysts' average estimates, according to LSEG data.

Insurers ‘unlocking trillions’ for AI infrastructure

That was the word from Financial Times United States private equity and deals editor Antoine Gara in a webinar about the changing insurance industry.

Healthspan Wealth Launches Platform for Advisors

Founders Thomas West and Suzanne Schmitt built the AI-driven tool to help advisors coordinate health and longevity planning across families, care teams and other professionals.

Investment lessons from New York

The event centred on private markets, artificial intelligence, infrastructure and global capital flows, all of which have direct relevance for investors in Cayman and across the Caribbean.

Wealth advisors stress planning, purpose as retirement approaches

Wade said retirees must prepare both financially and emotionally for the transition away from a regular paycheck.

Citizens Financial Group, Inc. Reports Third Quarter 2026 Net Income of $636 million, up 29% YoY, and EPS of $1.41, up 34% YoY and 8% QoQ

We continued to deliver attractive revenue and earnings growth in the third quarter

Premier to promote financial services in New York and Toronto

The premier will also participate in a reinsurance briefing and meet with senior executives from reinsurance and investment businesses.

Apella Wealth Expands Northeast Presence with Blue Spark Capital Advisors

Adds Approximately $261 Million in AUM

Alternative Investments