Managers of Wealth Americas

Wealth Management Invest: Breaking Down Semi-Liquid Funds with StepStone CEO Bob Long

StepStone Private Wealth's CEO details how and why the company uses semi-liquid evergreen funds over other private market investment vehicles.

Sovereign wealth funds are positioning portfolios for growth

Growth in the sector has been astonishing, especially in the Middle East.

World’s largest investment managers see assets hit $128 trillion in return to growth

The research also reveals the continued evolution of active vs. passive assets under management among the largest investment managers.

BNY Mellon partners with Mizuho to boost trade

It seeks to reduce the complexities and costs associated with cross-border transactions.

Here’s Why Madison Investors Fund Sold Brookfield Asset Management Ltd.

A skyline of modern office towers built with investments from the alternative asset manager.

Hazeltree bolsters zConnect platform with Necto APIs

Necto's extensive network of banking APIs complements Hazeltree's existing connectivity

Apex Group expands footprint in Latin America

Apex said this strategic move gave the company an opportunity to enter the Andean Latin American market with a leading partner.

Private Equity Dominates RIA Deal Activity in Q3

Private-equity backed RIAs and private equity firms accounted for most of the third quarter’s deal activity, according to Echelon Partners

The one big bank that had a challenging week

The stock of the nation’s third-largest lender fell 5% on the day of its third-quarter earnings announcement despite beating expectations and showing revenue growth across all five of its divisions.

Apollo CEO Rowan Sees Private and Public Markets Converging

Competition and liquidity will boost demand for private assets, Apollo's CEO said at the CAIS Alternative Investment Summit.

Head of Fidelity-Owned Group of 1,700 Family Offices Departs

The new executive will also oversee Finteract, a similar community serving financial advisory professionals,

Credit Union Wealth Group Launches Managed Direct Bond Investments for Member Portfolios

Credit unions may see a valuable opportunity to grow member wallet share by consolidating assets held at third-party brokerages and TreasuryDirect.

Pathstone to Merge With Hall Capital to Create $100B AUM Firm

Following its purchase of $45 billion Hall Capital Partners, private equity-backed Pathstone will now have a national footprint with 23 offices and over 750 team members.

Einhorn: “We Are Likely to Underperform”

Greenlight Capital remains leery of the bull market.

Naviter Wealth and Wealth Advisor Growth Network Pull Off Rare Succession Plan for Second Generation and Clients

In less than five years, private RIA serving families with significant wealth grows assets exponentially, credits WAGN with critical support

New Schwab Asset Management Study: ETF Investors Keep Calm and Carry On Amid Market and Political Uncertainty

ETFs make up 27% of ETF investor portfolios today; 65% plan to increase ETF investments in the next year, according to Schwab Asset Management’s 2024 ETFs and Beyond study

BNY Appointed by WisdomTree to Provide ETF Servicing, Custody, Accounting, Fund Administration and Securities Lending across U.S.-listed Products

WisdomTree is expanding its long-standing relationship with BNY as a sub-advisor and distributor of its ETFs

Alternative Investments