Managers of Wealth Americas

3 Components Of Holistic Wealth Management That Can Make Or Break Your Legacy

Addressing these gaps requires you to evaluate your current advisory practice.

Professional Guidance, Planning and Income Solutions Most-Wanted Retirement Benefits Amid Volatility: Morgan Stanley Retirement Study

Results show that while more employees are participating in their workplace retirement plans, they are also responding to economic uncertainty

BMO Financial Group reports Q2 profit of $1.96B as revenue also rises

“The economic backdrop in North America continues to be challenged by the uncertain environment,” said chief executive Darryl White on an earnings call.

NYC Pensions Sell $5B in Private Equity Secondaries to Blackstone

The sale received interest from more than 80 potential bidders.

Global Banks Need Bold Transformation to Unlock Growth in a Fast-Shifting Landscape

Most banks are frustrated with slow value realization from AI and GenAI.

Summit Adds Partner Firms From Raymond James, Northwestern Mutual

Summit Financial takes minority stakes in Montgomery, Ala.-based Parsons Broach Financial Services and Edina, Minn.-based Grandview Square Financial.

Ackman's hedge fund Pershing Square bets on Amazon, exits Canadian Pacific

With a value of over $2 trillion, Amazon is one of the world's most valuable companies and has long featured on Ackman's list of most admired businesses.

Acquisition of specialist real estate investment manager IP Generation

Julian Biggins, Joint CEO of MA Financial, said: “IP Generation has an impressive track-record in securing assets, raising capital and delivering strong returns to its investors.

Steward Partners Adds $700M-Georgia-Based Moore’s Wealth

Steward Partner’s latest acquisition expands its presence in the Southeast and prompted it to add Fidelity as a custodian at the request of the father-and-son leadership team at Moore’s Wealth.

IQ-EQ acquires U.S. based South Watch LLC

The South Watch partners, Paul Timmins, Kirby Richards and David Loescher, will continue to lead the business ensuring continuity of the day-to-day delivery of services for its clients.

Capital One Finalizes $35 Billion Discover Purchase

The deal, finalized Sunday (May 18), creates the largest credit card issuer in terms of loan volume in the U.S.

Hines Private Wealth Solutions Successfully Completes $194 Million DST

DST offering was designed with investors’ wealth preservation and estate planning needs in mind

Proptech Innovator Roofstock Launches Short-Term Rental Management Division With Investment in Casago

This strategic expansion reflects Roofstock’s commitment to delivering a unified platform of proprietary data and institutional-grade tools for real estate investors of all sizes to research, acquire, manage, and optimize rental properties—whe

State Street Global Advisors Forms Strategic Relationship With smallcase

Announcement follows SSGA’s investment in smallcase

Goldman Sachs' new head of macro trading also came from a hedge fund

It's not clear why Dangoor deserted his career as a senior portfolio manager at SPX.

CI Global Asset Management Announces May 2025 Distributions for the CI ETFs

The CI Distribution Reinvestment Plan (DRIP) will automatically reinvest cash distributions into the CI ETF making the distribution.

CI Global Asset Management Announces May 2025 Distributions for the CI ETFs

The ex-dividend date for all ETFs is May 26, 2025.

Apollo Hybrid Funds to Acquire PowerGrid Services from The Sterling Group

Investment Will Support Leading Provider of Electric Utility Maintenance and Construction Services in its Mission to Address Growing US Power Demand and Needed Grid Improvements

VanEck launches tokenized money market fund with Securitize

The British Virgin Island fund targets institutional and qualified investors with minimum subscriptions starting at $100,000 for investments on Avalanche, BNB Chain, and Solana, and $1,000,000 on Ethereum.

Citi Sells Private Market Funds Unit to Fintech Giant iCapital

As part of the sale, 20 Citi employees are set to join New York-based iCapital, which has some 1,800 employees.

Alternative Investments