Managers of Wealth Americas

Capital Group to Add Adviser Support in NY, LA Hubs

The active manager intends to fill about 130 support roles over the next two years.

NorthRock Partners Expands Across the Midwest with Addition of Vantage Financial Partners, Surpassing $12 Billion in Assets Under Management

The partnership expands NorthRock's Personal Office® model across five new Midwest locations while strengthening the firm's growing national footprint.

New AI Risk Platform Launches for Financial Advisors

UX Wealth unveils riskDNA, a free AI-native platform offering risk intelligence, portfolio analytics and CRM for financial advisors, funded by asset managers.

Aviva Investors brings flagship Global Equity Income strategy to institutional and wealth management firms in Canada

The overall strategy aims to invest in companies that can pay growing dividends with a focus on opportunities outside of traditional income sectors, which can either be used as a standalone allocation or to complement other global equity holdings.

Carlyle to Acquire Majority Stake in MAI Capital Management

The new investment strengthens MAI’s capital base, supports advisors, and provides continuity for clients and teams

Deals & Moves: Beacon Pointe Acquires Two RIAs with $695M in AUM

In addition, Americana Partners bought NRT Consulting, Cyndeo added a Merrill team soon after Rise Growth investment, and Raymond James’ institutional unit made moves.

Evergreen Funds Hit $534.6 Billion Despite Headwinds

Despite some challenges, the funds delivered healthy net returns.

BitGo Holdings Announces Fourth Quarter and Full Year 2025 Financial Results

Successfully expanded market share while executing against strategy focused on global expansion, client growth, and product innovation

Insurers Remain Confident Amid Rising Macro Concerns

Amid these concerns, 88% of insurers expect the S&P 500 Index to climb higher in 2026, and 62% plan to increase their allocation to private assets this year, consistent with the last several years.

Aon Announces New U.S. Reinsurance Specialty Distribution Capability

A dedicated leadership team will oversee the segment, working together to enhance how Aon engages its specialized expertise, strengthen connectivity with carrier and MGA partners, and improve the delivery of solutions to clients.

Chubb and Safe Harbor Marinas Announce Insurance Partnership Across 150+ Marinas and Shipyards

Collaboration provides members with access to comprehensive recreational marine coverage

Envestnet Tamarac enables RIAs to scale advice with greater transparency and client engagement

First Quarter Technology Release Enhances Embedded Trading Oversight, Reporting Flexibility, and Mobile Client Experience

Chubb reveals details of $20bn US-backed shipping insurance plan

The offering will apply to vessels that meet eligibility criteria provided by the U.S. Government.

State Street to Support Dimensional Fund Advisors’ First-Ever ETF Share Class Rollout for U.S. Mutual Funds

This global expertise enables consistent, scalable support for Dimensional’s U.S. launch.

US Banks Poised for Capital Requirement Relief

Analysts suggest that parsing the complex draft rules will take time. Initial observations indicate that the changes will differentially reward banks based on their specific business models.

Summit Stakes $1.2B RIA Signet Financial Management

Signet, also a Merchant-backed RIA, represents the second-largest firm Summit has onboarded to date.

New RIA Headquarters Aren’t Following Demand

While states like South Carolina and Arizona are seeing the most growth in working-age and retirement-age Americans, California and New York ranked high for new RIAs, according to a new AdvizorPro report.

JPMorgan Makes Bold Push to Offload Huge LBO Debt

They’ve also seen the US war with Iran, which has pushed up oil prices and stoked fears about rising inflation.

WisdomTree to Acquire Atlantic House Holdings Limited, Expanding Global ETF Lineup with Defined Outcome and Derivatives Capabilities

Expands WisdomTree’s Models and Portfolio Solutions capabilities and strengthens UK distribution presence

Morgan Stanley And BlackRock Limit Withdrawals—Is Private Credit Gating A Crisis Or Market 'Stabilizer'?

This follows a similar move by BlackRock, which limited withdrawals from its $26 billion HLEND fund after redemption requests hit 9.3% of net asset value.

Alternative Investments