Managers of Wealth Americas

State Street Investment Management Expands MyIncome Suite as Assets Top $1 Billion

New ETFs extend target maturity bond suite across corporate, high yield and municipal bond exposures

RBC Capital Markets Recognized as Canada Derivatives House of the Year by Global Capital

Award recognizes RBC's innovation, client excellence and derivatives expertise across Canadian markets

Merrill to Sell Advisor Data to Asset Managers

The fee schedule will apply uniformly across all of the fund managers offering products on Merrill’s platform.

Knighthead Bolsters Its Commitment to Latin America and the Offshore Market with the Appointment of Shane Cunningham

The executive highlighted that the addition will strengthen the firm’s collaboration with distribution partners in both Latin America and the non-resident client segment, while adding specialized expertise and insights to its international platform.

Concurrent Investment Advisors Welcomes Winstone Wealth Partners

Winstone taps Concurrent to support long-term growth and elevate the client experience

Macro hedge funds may have made large losses (again). Only JPMorgan traders are thriving

Macro hedge funds lost money in March, when funds like Caxton, Taula and Brevan Howard's Master Fund fell 15%, 9.6% and 6% in the month in the immediate fallout from the Iranian war.

Milford Street Captive Insurance unveils new legal claims analysis

New York State has more than 1,100,000 active claims, making it the most litigious state in the union.

Canada investment summit opens amid energy sovereignty push

Prime Minister Mark Carney courts global capital in Toronto as a Fraser Institute report urges bold action on export diversification

Bank of America sends strong warning to stock market investors

Investors are moving money out, and the shift happened fast.

PNC Workplace Advantage to Help Employers Strengthen Benefit Offerings While Supporting Employees' Financial Confidence

The new PNC program elevates workplace banking with meaningful rewards and personalized financial support and education

What's Powering Bank of America's Strong Capital Return Strategy?

Net interest income (NII) rose 9%, while growth in trading, asset-management and investment banking (IB) fees further strengthened the company's earnings base.

Bank of America boosts its stake in Abivax

Bank of America (BofA) told the AMF that it crossed above, on September 2, 2026, indirectly through the companies it controls, the 5% thresholds of Abivax's share capital and voting rights.

Evercore expects softer third-quarter investment banking and trading guidance

Margin balances remained relatively stable despite some deleveraging associated with artificial intelligence-related positions during July.

New Mountain exits Lincoln Investment stake

During the period of ownership, New Mountain worked with the Forst family on plans to update the company’s operating systems.

Ty J. Young Wealth Management acquires Washington-based insurance firm

This is at least the third annuity book acquisition the company has announced in three weeks

Central Family Advisors joins with Prime Quadrant, Expanding Multi-Family Office Presence in New York

Both firms are independently operated and committed to fiduciary, unbiased advice for the families they serve.

Summit Wealth Group moves into Pacific Northwest with $224M Oregon deal

Colorado-based RIA Summit Wealth Group acquires Portland's Financial Investment Team, expanding to 12 offices in six states.

Wealth Enhancement Announces Acquisition of Arbor Capital Management, an Independent RIA with over $345 Million in Client Assets

The partnership establishes Wealth Enhancement's first location in Alaska and brings the firm's total client assets to more than $161.7 billion.

Wealth Enhancement Announces Acquisition of Dickerson Jackson & Associates, a Hybrid RIA with over $376 Million in Client Assets

This partnership brings the firm's total client assets to more than $161.4 billion.

Higginbotham expands into retirement and wealth with Two West

Broker is adding retirement and wealth management capability as commercial P&C premiums post their first quarterly decline since 2017

Alternative Investments