Managers of Wealth Americas

MAI Lands L.A.-Based Evoke Advisors, Creating a $60B+ Firm

Evoke Co-Founder David Hou said the deal will boost the firm's current scale and resources.

Republic Capital Group Serves as Exclusive Investment Banking Advisor to Global Wealth Advisors in Partnership with Merit Financial Advisors

We are excited about our new partnership with Merit and the opportunities it creates for our clients and team

Carlyle to Acquire intelliflo from Invesco

The transaction includes intelliflo’s US-based subsidiaries, including RedBlack, a provider of SaaS-based portfolio rebalancing tools, and intelliflo Portfolio, a Portfolio Management software solution for US Registered Investment Advisors (RIAs).

Grenada seeking partnerships to enhance resilience and sustainable development

At a reception on August 21, Mitchell updated Canadian business leaders on developments in his island and highlighted opportunities for business collaboration.

IPI Wealth Management Unveils Refreshed Brand and New Website, Reinforcing Commitment to Advisors and Clients

As the firm continues to grow, its new brand and digital presence capture both who IPI is today and where it is headed, creating a modern, unified experience for financial professionals and the clients they serve.

Merit, EP Wealth And Mercer Riding Consolidation Wave To Higher Growth

Last week, $20 billion Merit Financial Advisors snapped up Global Wealth Advisors, a Texas hybrid RIA with $860 million in assets.

Wells Fargo reiterates Overweight rating on Target stock despite CEO news

These developments reflect various analyst perspectives on Target’s current financial and strategic positioning.

J.P. Morgan Asset Management Unveils New JPMorgan Equity and Options ETF (JOYT)

Fund expands the firm's category-leading Equity Premium Income Suite

US Bank gatekeepers drop Penn Mutual from $1.6bn fixed income fund

Penn Mutual has been removed as a subadvisor from the First American Multi-Manager Fixed-Income fund.

Merit Financial Advisors buys Texas-based Global Wealth Advisors

The merger brings an additional $860m in client assets under Merit's management.

American Integrity Insurance stock price target raised to $22 by Raymond James

The company maintains impressive profitability metrics, with a gross profit margin of 50.44% in the last twelve months.

Fifth Third Enters Alabama with Ambitious Growth Plan

New Huntsville Financial Center Kicks Off Multi-Year Strategy to Bring 15 Locations to the Heart of the South

Northern Trust to Provide Integrated Trading Solutions for North Dakota Retirement and Investment Office

NDRIO manages investments for more than two dozen SIB client funds

InvestNext Named PropTech Breakthrough's "Investment Management Platform of the Year"

Prestigious Annual Awards Program Recognizes Breakthrough Innovation in the Global Real Estate Technology Industry

CPP Investments Net Assets Total $731.7 Billion at First Quarter Fiscal 2026

All figures in Canadian dollars unless otherwise noted.

Corient Adds Dallas-Based Messick Peacock & Associates Advisory Team

Team with $1.54 billion in assets and deep roots in the Texas business community joins Corient

CI Financial and Mubadala Capital Announce Completion of Take-Private Transaction by Mubadala Capital

The transaction valued CI’s equity at approximately C$4.7 billion and implies an enterprise value of approximately C$12.1 billion.

Dynasty Financial Partners and Abacus Global Management Announce Minority Investment

Deepening the Firms’ Partnership and Alignment for Growth

Eagle Point Securities oversees $2bn funds as sole dealer manager

The investment strategies include portfolio debt securities, regulatory capital relief transactions and collateralised loan obligation securities.

Coller Capital Leads $3 Billion Continuation Vehicle Closed by TPG Twin Brook

The transaction supports long-term alignment between TPG Twin Brook and its LP base

Alternative Investments