Managers of Wealth Americas

Goldman says China funds to buy US$110 billion of Hong Kong-listed stocks

Southbound inflows have reached US$78 billion this year, surpassing annual net purchases for most years, except in 2020 and 2024: Goldman

Schwab Announces Strategic Investment in Wealth.com to Support Estate Planning Capabilities for Investors

Schwab’s investment will help Wealth.com continue to scale its capabilities to make it easier for financial firms and advisors to provide valuable estate planning services

RBC Global Asset Management Inc. announces fee reductions and changes to certain RBC Funds and appoints new sub-advisor for RBC International Equity Index Fund

As part of these changes, the overall management expense ratios ("MERs") are expected to be equal to or lower than those that are currently charged.

SFA Partners Announces the Recent Additions of Three Wealth Management Teams, $200 Million in Assets Through Strategic Blueprint

Firms selected Strategic Blueprint based on unique culture, entrepreneurial spirit and commitment to transparency

Increasing retail client exposure to private capital investing

Across the United States and Europe, investment management firms can unlock growth by connecting retail investors to private assets through existing product structures

Silicon Valley has the nation's largest wealth gap — just 9 households control more than the bottom half

But it’s also home to a lot of money.

Key takeaways from the BoC’s rate decision from strategists, economists

IG Wealth, Mackenzie Investments, major banks share their insights

Pure Financial Advisors, LLC Deepens Midwest Presence with Acquisition of Fairhaven Wealth Management, LLC

The deal marks Pure's second acquisition of 2025 – its sixth overall – and significantly increases its presence in Chicago and the broader Midwest market.

Manulife Investment Management Closes Manulife Private Equity Partners III in partnership with Ardian

The Fund is the third private equity fund of funds raised by Manulife IM as part of its ongoing effort to provide specialized solutions for investors seeking greater exposure to opportunities in a growing private equity market.

Jamie Dimon argues JPMorgan can help fix the bond chaos if regulators get on board — ‘It’s not relief to the banks, it’s relief to the markets’

JPMorgan Chase CEO Jamie Dimon said the world’s biggest lenders can help, but only if regulations developed to prevent a repeat of the Global Financial Crisis are scaled back.

Merit Joins Fidelity's Wealth Advisor Solutions® Program

$11.7 billion Merit continues to grow, recently completing its thirty-fourth acquisition

TD Bank Group Announces Election of Directors

TD's board composition includes a mix of returning and new directors.

Hedge funds miss out on US equities rally but suffer smaller losses in volatile two days

Global fundamental long/short funds tracked by Goldman Sachs' prime brokerage desk were down 0.7%

Paul Hanratty Honored With 2025 Vanguard Market Development Award

The Vanguard Market Development Award recognizes leaders who have made exceptional strides in advancing the development of insurance in an underserved market or emerging economy.

State Street Global Advisors Announces State Street Target Retirement IndexPlus

The State Street Target Retirement IndexPlus Strategy expands upon traditional target-date strategies

Republic Capital Group advises Constellation Wealth Advisors on the Divestuture of its professional athlete business

Constellation oversees nearly $4.7 billion in assets and supports individuals, families, endowments, and foundations, nationwide with a focus on serving high-net worth business owners.

Guardian and Janus Henderson Announce Multifaceted, Strategic Partnership

The partnership positions Janus Henderson as a top-15 unaffiliated insurance asset manager.

US bank earnings likely to be overshadowed by recession concerns

Banks will probably set aside billions of dollars to cover potential loan defaults over the coming quarters.

Between a BlackRock and a hard place?

And Fink may be using this wording to push for the policies he feels are needed.

Model Portfolios Simplify Wealth Managers’ Messaging with Clients

This integration hinges not only on strategic collaboration but also on conveying ideas and solutions that resonate deeply with advisors and their clients.

Alternative Investments