Managers of Wealth Americas

Advisor Moves to Set $3.4T in Motion This Year

The findings are drawn from The Cerulli Report—U.S. Broker/Dealer Marketplace 2026: Navigating the Impact of Broker/Dealer Consolidation.

KKR to Acquire Gen II Fund Services for More Than $5 Billion from Hg and General Atlantic

The strategic partnership with KKR is intended to support Gen II’s next phase of growth as private market managers increasingly seek scaled, technology-enabled solutions to navigate more complex fund structures, investor needs and regulatory require

Bank of America stock heads into Q3 results after Q2 growth

Bank of America stock enters October 14, 2026, Q3 results after Q2 revenue rose 15 percent to USD 31.6 billion. JPMorgan cut its target to USD 62 on October 2.

Wall Street's merger frenzy takes a third quarter breather: Chart of the Day

In the US, where the downshift was even worse, third quarter M&A activity fell by nearly half to $535 billion.

Concurrent Makes First RIA Platform Acquisition With $5.4B Spire Investment Partners

Concurrent’s RIA platform will gain 30 advisor teams through its deal to acquire Virginia-based Spire Investment Partners.

Savant enters Thousand Oaks as Procyon lands in New Jersey

The deals arrive as the broader RIA M&A market shows early signs of cooling after a record first half.

Volo: Women taking ownership of investing, retirement planning

Women are capable, resilient and increasingly successful.

State Street Recognized By Euromoney Awards 

For more than 45 years, Euromoney's FX Awards have recognized leading providers of foreign exchange services worldwide

Rockefeller Global Investment Management Celebrates Two-Year Anniversary of Opportunistic Municipal Bond ETFs with Continued Benchmark Outperformance

The ETFs are managed by veteran portfolio managers Scott Cottier, CFA, Mark DeMitry, CFA, and Michael Camarella, CFA who joined Rockefeller in 2024, after their tenure managing the Invesco Rochester municipal bond strategies.

The Great Wealth Transfer Could Become a Great Wealth Mirage

New Dunham research highlights how inflation and outdated retirement planning could consume assets prior to reaching heirs

Waverly Advisors Acquires Heartwood Wealth Advisors

Richmond-based acquisition expands Waverly’s footprint in Virginia

BlackRock’s CEO Is Backing a $1.5 Trillion Social Security Fund That Needs 75 Years to Work

Fink preempted the objection most readers will arrive with.

Canada slips to 21st in global retirement index as inequality widens

A decade-long slide in Canada's retirement security ranking signals growing pressure on advisors to close the gap between client wealth and retirement readiness

Prudential Wealth Advisors teams up with InvestmentNews for Women Advisor Summit and Women to Watch Awards

The financial advisory industry has long been male-dominated.

Toronto and Vancouver housing bubble risk eases, UBS index finds

After years at the top of global housing bubble rankings, Toronto and Vancouver have cooled considerably but affordability remains a serious constraint

Baron Capital and Allfunds partner for UCITS range distribution

The full suite of the firm’s US and global equity UCITS funds is now available to non-US investors

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.

Alternative Investments