Managers of Wealth Americas

Wealthspire Advisors Launches “Find Your People” Program to Empower the Next Generation of Financial Advisors

At its core, Find Your People is a strategic growth initiative that supports early-career and experienced advisors alike

State Street Investment Management Expands Actively Managed Target Maturity ETFs Suite

Funds are actively managed using a risk-aware, top-down approach combined with bottom-up security selection that seeks to overweight the most attractive sectors and issuers

State Street Investment Management and WNBA Announce Multi-Year Partnership

State Street Investment Management’s sponsorship program aims to educate and inspire millions of WNBA fans to take action and invest

Mentenova and SEI Partner for Global Equity Investments

Science-backed, Data-driven Process Powered by Technology to Deliver Better Outcomes for South African Investors

Osaic Raises Curtain on ConnectED 2025, Flagship Conference for Advisors, featuring Keynote Chip and Joanna Gaines

Largest annual conference convenes more than 5,000 financial professionals for three days of innovation, insights and advisor-focused announcements

Mills Wealth Advisors Welcomes Fifth Certified Financial Planner to Team

The CFP certification indicates broad-based planning competency and a commitment to ethical standards.

Capital Group Expands on its Long Tradition of Philanthropy with Launch of the Community Wealth Council

New, multi-year fellowship program includes financial advisor mentoring and funding for nonprofits to champion financial education

US financial giants boost investments and jobs in Edinburgh

The investment from BlackRock is part of a £7bn commitment the firm is making to the UK over the next five years.

Warren Buffett Shares His Top Strategy to Safeguard Your Wealth Against Inflation

Wage growth for scarce, highly skilled, high‑quality expertise typically outruns inflation.

State Street’s Fund Connect ETF Executes First Application Programming Interface (API) Order in Australian-Domiciled ETF

Milestone underscores continued global expansion of Fund Connect ETF’s API capabilities

SEC Close to Making Decision About Dual-Share-Class Funds

Every major fund firm, including BlackRock Inc. and State Street Corp., is waiting for the SEC’s greenlight.

ETFs consolidate as the core of investment portfolios

Manuel Felipe Garcia Ospina from Skandia, talks to Citywire Americas about the influence of ETFs in modern portfolios and why are gaining traction among investors.

ETFs consolidate as the core of investment portfolios

Manuel Felipe Garcia Ospina from Skandia, talks to Citywire Americas about the influence of ETFs in modern portfolios and why are gaining traction among investors.

CI Global Asset Management to Acquire Forge First, an Alternative Asset Manager with $1 Billion in AUM

The company is led by co-founders and industry veterans Andrew McCreath, Chief Executive Officer, and Fatima Hirani, Chief Operating Officer and Chief Financial Officer. Keenan Murray serves as Chief Investment Officer.

Wall Street's record rise spurs growth of covered call strategies

In the covered call trade, investors sell calls on the stocks they own to earn extra premium income.

Morgan Stanley Investment Management Raises JPY131 Billion for North Haven Real Estate Japan Strategy Fund I

The majority of the JSF investor base is comprised of Japanese pension funds and financial institutions, paired with foreign sovereign wealth funds.

Towards a lower rate era

Traditionally independent, the Fed now faces pressure from President Trump, who is seeking to align it with the administration’s priorities

Wellspring Financial Advisors Rebrands as Wellspring Family Office

The firm reinforces its commitment to serving the integrated planning and lifestyle needs of multi-generational, ultra-high-net-worth families

iCapital Announces Strategic Investment in Tangible Markets, Partners to Deliver Scalable Liquidity Solutions for Alternative Investment Funds

Strategic investment underscores iCapital’s commitment to create a more robust secondary market experience.

1789 Capital seeks $1bn for South Florida real estate push with Trump Jr. on board

CEO Harvey Schwartz has prioritised businesses such as AlpInvest, credit, and real estate in his simplification drive across Carlyle’s $465bn platform.

Alternative Investments