Managers of Wealth Americas

Maridea Wealth Management Acquires Park Ridge Financial, Expanding Chicago Presence

Founder Rick Pucci brings a full-service, personalized approach to financial planning to Maridea's Chicago office

MAI Capital Management Expands Into Atlanta Market Through Acquisition of Waypoint Wealth Counsel

Acquisition brings approximately $490M in AUM as MAI broadens its presence in strategic U.S. markets

O’Reilly LLC Joins Millenia Investments, Affiliates With Osaic

St. Louis-area firm overseeing approximately $250 million in client assets joins Millenia Investments in full-circle succession story

VastAdvisor Closes $1 Million SAFE Round

Funding will accelerate the product roadmap and support VastAdvisor's go-to-market plan.

Vanguard launches customizable model portfolios for advisors

New model portfolios give financial advisors flexibility to personalize client allocations while keeping expense ratios at a fraction of the industry average.

US blockchain fintech Chaince Digital agrees $16.2m share sale

With each share valued at $0.58, the fintech has agreed to sell 30,560,000 shares to "certain investors", per a company statement.

National Bank of Canada partners Multifonds to consolidate fund and ETF services

The Canadian bank joins a partner portfolio which also includes Citi, HSBC, and Standard Chartered.

Merit Financial Advisors Acquires $900M Commonwealth Team

With the addition of The Bridgeway Group, Merit Financial Advisors has now acquired Commonwealth teams overseeing about $4.7 billion in client assets.

US bank Erebor nears $1.5bn funding round at $8bn valuation – report

The new valuation would represent a sharp increase from earlier this year

Wall Street's biggest bank just raised its expectations for the stock market

The strategists also increased their guidance for earnings per share to $365 in 2026, representing a 35% boost compared to last year, and $420 for 2027, which would be a 15% rise versus this year's estimate.

RBC reopens US$10 billion zero-tech bond fund with deals surging

The RBC fund doesn’t own any debt of hyperscalers or software, hardware and IT services companies

Bank of America Expands Partnership With Big Brothers Big Sisters of Essex, Hudson & Union Counties to Grow Mentoring and Workforce Development Programming

Nationally Recognized as Big Brothers Big Sisters of America’s “Agency of the Year,” B B B S E H UBBBSEHU Will Connect Thousands of New Jersey Youth Annually to Career Pathways, Higher Education, and Economic Opportunities with B of AsBo

SEIA Continues to Evolve to Meet the Increasingly Complex Needs of High-Net-Worth Clients Through Expanded Tax and Family Office Capabilities

The firm launches SEIA Tax Services, expands family office capabilities and introduces a refreshed brand identity to support a more integrated, specialized planning experience.

Northern Trust Pension Universe Data: Canadian Pension Plan Returns Rise in Q2

The Canadian bond market also finished the quarter in positive territory.

Advisor moves: LPL loses a team to Raymond James, picks up Morgan Stanley breakaways

Two advisory teams managing nearly $1 billion in assets have moved platforms, expanding the cohort of independents.

U.S. Bank enhances onboarding for alts

Enhancing investor onboarding is just the beginning,” Flanagan added.

Erste Asset Management introduces first ETFs

Eligible companies must meet liquidity and price history requirements and, for the developed markets index, specified country and currency eligibility criteria.

Budget pressures have 1-in-3 Canadians considering cutting back on insurance, despite many not knowing what they're putting at risk

TD Insurance survey finds 84% say they don't fully understand their coverage, highlighting a major insurance confidence gap

State Street to Expand Its Presence in Latin America with Santander CACEIS Latam Securities Services

Our success in servicing the world’s largest and most sophisticated global investors is built on our deep local presence and expertise around the globe.

Investors are rotating into financial stocks. The Fed's next move could determine how far the rally runs.

"I think the move higher that we've seen this month is well justified," said Brock Weimer, an investment-strategy analyst at Edward Jones, pointing to the bank earnings reported so far.

Alternative Investments