Managers of Wealth Americas

Volatility fuels rise of direct indexing and private markets in high-net-worth portfolios

Customization and private markets reshape high-net-worth portfolio strategy.

Pave Finance integrates with Fidelity to automate wealth management for RIAs

The wealth management space is set to double in size2 over the next decade, and independent RIAs have the potential to claim vast swathes of market share.

Helping EB-5 Stand Out from Other Visa Programs

Industry leaders are engaged in raising awareness among Congressional leaders to reauthorize the program, ideally with a permanent version, to allow EB-5 to continue impacting American communities.

Fixed-Income ETF Use and Product Development Efforts Accelerate

Advisor familiarity is driving flows; ETF issuers respond to unmet demand

State Street and QNB Group Sign Strategic Agreement to Launch New Custody Servicing Model

Strengthening State Street’s Growth in Qatar and QNB’s International Presence

Ascentis Holdings Unites Three Firms as Single Platform

The restructured company combines wealth management, asset management and independent advisor services under one roof with plans for organic growth.

OneDigital Adds Private Investments to DC Plan Program

The investments, including private equity and private credit, will be available only through advisor-managed portfolios.

Choreo Makes First Acquisition Under New CEO

Choreo's acquisition of affiliated RIAs Northeast Financial Group and Herbein Financial Group, with $1.3 billion in combined assets, represents its first deal since 2023, as it redoubles M&A efforts.

No fear of ‘cockroaches’? Private credit funds raise billions as investors look past warnings

Bridgewater founder Ray Dalio has also cautioned of mounting stress in venture capital and private credit markets

State Street Completes First Eurex Repo Trade for MN

State Street can now enable the buy-side to access the liquidity benefits of clearing, without some of the onerous onboarding, operational, and custodial requirements of a direct membership of a Central Securities Depository.

Raymond James Breakaway Launches RIA in Chicago

The team, led by Benjamin Cohen, has created Cohen Capital Advisors, with Fidelity and Schwab as custodians.

Retirement plan sponsors slow-walk private asset adoption, new report finds

The selling points of private investments are potentially higher returns over time and diversification.

AIG to leverage CVC’s investment expertise in new strategic partnership

Concurrently, AIG intends to allocate up to $2 billion to SMAs and Funds managed by CVC, with an initial $1 billion to be deployed through 2026.

Regulatory Volatility Keeps JPMorgan Cautious on Capital One Financial (COF)

While the target hike was positive, JPMorgan flagged elevated near-term volatility for card issuers following U.S. President Donald Trump’s proposal to cap credit card interest rates at 10% for one year.

Community Financial System, Inc. Significantly Expands Its Wealth Management Services With Acquisition of ClearPoint Federal Bank & Trust

The all-cash transaction is valued at $40 million

Alternative Investments