Managers of Wealth Americas

Cetera Adds $265M Growth-Minded Team to Tax Channel

They cited Cetera as their choice for its back-office support and growth-oriented approach, including assistance with their goal of recruiting advisors.

Bank of Canada's forecast for third-quarter growth is looking iffy, these economists warn

The Bank of Canada, in its October Monetary Policy Report, said it expects fourth-quarter GDP to expand at an annualized rate of one per cent.

TD Expands Access to Affordable Everyday Banking for Indigenous Peoples

The no-monthly-fee option will be available to Indigenous Peoples from Canada, complementing TD's ongoing initiatives to provide enhanced access to advice, and increased opportunities for economic inclusion.

TD Asset Management Inc. Launches Advisor Series for TD Managed Assets Program (MAP) Exchange-Traded Fund (ETF) Portfolios

The new Advisor Series for TD MAP ETF Portfolios delivers cost-effective, all-in-one investment solutions for Canadian advisors and their clients.

Lazard Sustainable Private Infrastructure Fund Completes Sale of Shawton Energy

This transaction is the inaugural realisation of the SPI investment portfolio, delivering an approximate 20% internal rate of return (IRR) for the Lazard SPI Fund.

Pinnacle Financial And Morris State Bancshares To Merge In Major Georgia Community Banking Combination

Executives from both organizations emphasized that customers will continue to interact with familiar bankers, benefit from localized decision-making, and gain access to expanded services.

First Republic Bank’s collapse pushed JPMorgan in new directions (and colors)

The country’s largest bank has spent 16 months rebranding defunct branches to cater to a new niche of clients.

Canada’s economy steadied in Q3 after trade-led contraction in Q2

Manufacturing and wholesale sales volumes rebounded by an annualized 6 ½ % in Q3 to partially reverse large declines (-11.7% and -9%, respectively) in Q2.

The Future of Wealth Management Depends on Next Generation Talent

With a wave of retirements looming, shifting client expectations, and a rapidly evolving economic landscape, establishing a strong talent pipeline is not just good business — it’s essential.

Monogram Wealth Partners, With $700 Million in Assets Under Advisement, Joins Arkadios Capital

The firm's partners have guided clients through multiple economic cycles and policy shifts, offering stability and insight across generations.

GTCR Announces Acquisition of Fiduciary Trust Company

Firm partners with CEO Austin Shapard to enhance service offerings and build upon independent wealth manager and trust company's 140-year history

Michael Burry, Famous for the Film The Big Short, Shuts Down the Hedge Fund Scion Asset Management

The investor had spent around $9.2 million on the purchase of approximately 50,000 put options on Palantir, and noted that the options would allow him to sell shares of the tech company at $50 each in 2027

Clearlake to Acquire Pathway Capital Management

The acquisition represents a significant expansion of Clearlake's private markets platform, adding complementary capabilities and reinforcing its position as a leading diversified alternative asset manager with assets under management growing to $185

Broadridge and Xceptor combine to offer unified tax platform

With this partnership, Xceptor Tax will be integrated with Broadridge’s Global Tax & Client Reporting Solution to create an end-to-end solution for multi-jurisdictional tax relief-at-source, tax reclaims, and digital regulatory filing.

Three theories on the global financial situation: debt, growth, and AI dynamics

This is because another factor is driving the stock market: artificial intelligence and the prospect of falling interest rates.

US-UK Investment Flows and Jersey’s Critical Role

What are critical considerations for US investors when it comes to the practicalities of how investments can be structured?

Diversify Continues Growth with $650M Harding Financial out of Boston

Harding's arrival follows the recently announced additions of Boston Wealth Advisory Group, a $170 million team out of Boston, and $450 million Inventa Wealth Advisors based in Salt Lake City.

Acuity Knowledge Partners Integrates S&P Capital IQ Data to Drive Next-Gen Insights in Agentic AI Powered Agent Fleet

The collaboration brings company intelligence, financials, estimates, transactions and professional data into Agent Fleet.

Morgan Stanley Investment Management launches private markets Eltif

The strategy targets high-conviction opportunities spanning private equity, private credit, real assets and select public investments.

RBC and DoorDash extend program to deliver new and greater value for more Canadians

RBC is delighted to deepen our relationship with DoorDash

Alternative Investments