Managers of Wealth Americas

Longevity Unlocked — Retiring In The Age Of Aging

Greater longevity has been compounded by falling birth rates across much of the developed world

EP Wealth Partnership Boosts Opto's Client Total to Over 250 RIAs

Opto is aiming to capture the RIA segment serving high-net-worth and ultra-high-net-worth investors.

EPAM Announces Agreement to Acquire First Derivative, Expanding Global Financial Services Practice

Strategic Acquisition will Enhance Capabilities in Capital Markets, Banking Operations and Asset Servicing, Strengthening Client Offerings Globally

Sun Life and MFS strengthen 42-year wealth management partnership

MFS focuses on long-term investing to counter inflation's impact, supporting Sun Life's client growth

Osaic Expands Educational Offerings for Financial Professionals

Wealth Advisor Academy offers financial professionals the resources and best practices to increase their enterprise value and enhance the client experience

Memphis Team Managing $650 Million in Assets Joins Prospera Financial Services

The firm provides financial planning and multi-generational wealth management with a focus on client advocacy.

AE Wealth Management's President, Chris Radford, Named Finalist for Executive Leader of the Year at 2024 ThinkAdvisor Luminaries Awards

This accolade highlights Radford's exceptional leadership and innovative contributions within the financial services industry.

Calamos Named 2024 "Alternative Investment Asset Manager of the Year" by WealthManagement.com

This recognition is a testament to our team's ability to navigate an ever-changing financial landscape and provide advisors and investors with strategies that help achieve long-term success.

Investment Management Client Services Building a Culture Around Staying the Course

Dominguez and Rancourt work with various types of institutional clients

Janus Henderson Completes Victory Park Capital Acquisition

The transaction was previously announced in August 2024.

Citizens Continues California Expansion with Addition of Two Bay Area Private Banking Offices and SoCal Private Banking Team

Expands Legacy of Community Commitment by Launching Partnership Program Awarding $50,000 Grant Focused on Mental Health and Well-Being in San Francisco

Morgan Stanley Investment Management Closes 1GT Climate Private Equity Fund at $750 Million

The growth-oriented fund invests in companies seeking to mitigate climate change

State Street Wins Full Fund Service Mandate with Coller Capital

The full service appointment follows State Street’s initial work with Coller Capital on the US launch of its innovative global Private Wealth Secondaries Solutions (PWSS) business in February 2024

BBVA and KKR set up strategic venture

$200m is invested by BBVA in its global climate strategy through the formation of a strategic partnership with KKR.

$700M Team Leaves Equitable to Launch RIA With Dynasty Support

A team of 14 professionals has launched Matauro, which will use Fidelity for custody and Purshe Kaplan Sterling Investments for brokerage business.

New order: investing in resilience as geopolitical map is remade

At the same time, some increasingly affluent emerging market economies are becoming dissatisfied with their status as rule-takers.

Warren Buffett owns an ETF that could soar 160%. Here's how ASX investors can get on board

Even Warren Buffett loves certain ETFs.

3650 REIT Secures Nearly $430M in Capital Commitments from Temasek, CalSTRS and Leading RIA

Enhances capital formation team with strategic hires of Jared Carney and Patrick Repko

State Street Global Advisors Launches Industry’s First Actively Managed Corporate and Municipal Target Maturity ETFs

The SPDR SSGA MyIncome Suite Provides Active Exposure to Corporate and Municipal Bonds With Defined Maturity Dates

JLL announces plans to strengthen its building operations and digital leasing capabilities

Delivering client outcomes by unifying similar capabilities and putting best-in-class intelligence into action

Alternative Investments