Managers of Wealth Americas

David Giroux nominated for 2025 U.S. Morningstar outstanding portfolio manager award in allocation category

Award nomination is seventh of Giroux's illustrious career

Vanguard’s Multi-Class Active ETF Filing Signals Increased Cost Competition in Active Fixed Income

Vanguard does not appear to view itself as just an index fund manager but rather as a firm that can dramatically lower costs for investors in both indexed and active strategies.

Cetera Sends Second Open Letter to Commonwealth Advisors

Cetera Wealth Management President Todd Mackay draws on conversations the broker/dealer has had with Commonwealth advisors to continue a case they should jump before the LPL acquisition is finalized.

How Advisors Can Build (and Lose) Trust with 401(k) Plan Sponsors

Declining plan fees increase the potential for conflicts of interest not eliminated by fiduciary status.

Aidentified Unveils New Product Tiers, Enhanced User Experience, and Welcomes Dan Cavanaugh as Head of Wealth Management

These updates mark a major milestone in the company's evolution as it continues to scale in support of financial professionals and institutions nationwide.

Canadian households ended first quarter wealthier, despite headwinds

Market volatility and economic uncertainty aside, total assets grew again in Q1

Investors shun long-term US bonds as hopes for aggressive Fed rate cuts fade

But soft consumer and producer price readings in May, which so far have yet to show the effects of higher tariffs on inflation, have fanned expectations that the Fed could resume cutting rates soon.

BlackRock sets $400bn fundraising goal for private investment growth

The company's 2030 vision was outlined as it seeks to challenge competitors such as Blackstone, Apollo Global Management, and KKR in the alternative asset space.

Private markets gain favour as institutions rethink US exposure

The research house also noted that institutional investors are drawn to private markets for the greater direct influence they offer over company operations and the prospect of fewer regulatory restrictions.

Private equity took Jamie Dimon's warnings to heart. Here's why.

Even Apollo's CEO, Marc Rowan, seemed to credit Dimon for his firm's decision.

Vanguard’s SEC Application Ramps Up Competition in Dual-Share ETF Race

The asset manager, known for its low fees and prior experience with dual shares, could be a formidable competitor if the SEC approves a hybrid structure for actively managed mutual funds.

Inland Launches Institutional Asset Management Platform

Vertically Integrated Platform Designed to Provide Asset Management Service to Institutional Investors in Alternative Commercial Real Estate Sectors

Carson expands in Colorado with Wambolt & Associates acquisition

Founded by Greg Wambolt in 2010, Wambolt & Associates manages around $570m in assets.

Private markets go retail: insights from industry leaders on the shift to access and inclusion

He pointed to technology as a key enabler.

Wealth Management Firm West Pine 43 LLC Announces Executives America Trust's (EAT)

This approach ensures that clients not only receive financial guidance but also receive a holistic level of service marked by heightened communication and transparency with their trusted advisors.

Apollo delays hiring junior bankers after pressure from Jamie Dimon

Private equity group’s boss Marc Rowan says he feels ‘compelled to agree’ with recent criticism

FTSE Russell, StepStone to Team Up on Private Market Indices

The two firms said they want to help investors better benchmark the performance of their private markets portfolios.

Moelis CEO-designate joins Wall Street in signaling dealmaking rebound after tariff pause

Investor sentiment soured and stock markets slid after U.S. President Donald Trump's "Liberation Day" tariff threats, stalling risk appetite and slowing deal activity.

US insurers take $1.1bn hit amid first-quarter losses

The figures are based on data submitted by insurance companies as of May 29

401(k) Record Keepers Facing Existential Moment

The biggest opportunities, challenges and threats discussed at the 2025 RPA Record Keeper Roundtable.

Alternative Investments