Managers of Wealth Americas

Summit Financial Finishes 2024 Strong with Minority Stake in Gordon Asset Management, Representing Over $1.3 Billion in Combined Advisory and Retirement Plan Assets

Summit amplifies presence in the Southeast, bolstering expertise in qualified retirement plans

Payroll provider remote enables companies to pay contractors with stablecoins

Contractor management is one of the fastest-growing capabilities of the Remote platform as businesses shift toward tapping global talent pools and adopting more flexible workforce models.

Corient to Acquire H.M. Payson, Maine’s Largest Registered Investment Advisor

Portland-based firm with $7.9 billion in assets and 170-year legacy to join Corient, expanding its presence in the U.S. Northeast

MA Asset Management announces the launch of interval fund MA Specialty Credit Income Fund (SCISX)

The Fund aims to deliver attractive risk-adjusted returns through various market cycles while providing daily pricing, monthly income distributions and quarterly repurchases.

Merit Acquires Pacific Northwest Firm Overseeing $773M In Assets

The Oregon firm will expand its retirement and group insurance offerings using new technology from Merit.

Why Wall Street says bank stocks are a top play for 2025

The catalysts are clear: a strong economy, expectations of deregulation under President-elect Donald Trump, attractive valuations, and lower interest rates.

Wells Fargo stock backed by Evercore, bets on asset cap lift and capital return growth

The adjustment follows a recent investor meeting with Wells Fargo's Head of Investor Relations, John Campbell, which took place last week.

Billionaire Warren Buffett Bets $120,000,000,000 on Two Assets After Dumping Bank of America, JPMorgan Chase, Wells Fargo

Berkshire initiated its investment in Apple back in 2016 and has adjusted its holdings multiple times, including significant reductions this year.

Why private debt is set to soar in Asia’s $63 trillion credit market

While the asset class has grown more slowly in Asia than in the U.S., UK and Europe

Constellation Wealth Capital Closes Inaugural Fund with More Than $1 Billion in Capital Commitments

Fund exceeded fundraising targets and will continue to focus on making structured minority investments in well-positioned wealth management firms throughout the United States

Morgan Stanley Infrastructure Partners Sells Höegh Evi Stake

Höegh Evi is one of the leading owner-operators of Floating Storage and Regasification Units

Schwab Asset Management Named A Best Place to Work in Money Management for Ninth Year in a Row

The first part consisted of evaluating each nominated company's workplace policies, practices, philosophy, systems and demographics.

State Street Global Advisors Launches Saudi Bond UCITS ETF Offering Investors Exposure to KSA’s Growing Bond Market

Growth of the Saudi bond market has accelerated over recent years, driven in part by the Kingdom’s Vision 2030.

Key takeaways from the Private Client Transatlantic Wealth & Estate Planning conference

The conference covered wealth and estate planning for US citizens or those who have financial interests in US assets.

US equity funds gain sixth weekly inflow on Fed rate cut expectations

They acquired a net $6.36 billion worth of U.S equity funds during the week, after a net $8.82 billion worth of additions in the previous week per LSEG Lipper data.

J.P. Morgan Asset Management Partners with CAIS to Expand Advisor Access to Alternatives

J.P. Morgan Asset Management strategies made available via CAIS to over 2,000 wealth management firms that oversee approximately $6 trillion in end client assets

The Future of Investing: Future of advisory—Embedded advisory and the direct-from-consumer model

The lower-touch advisory model of the future is likely to mimic the open banking approach, where data, activities and products are delivered and enabled via application programming interfaces (APIs).

Wealthy Investors Are Next Growth Point for Alts Managers, but Profiting From This Group Will Prove Tricky

A report from EY says the industry has pivoted to individuals, but tapping and servicing these clients is expensive.

MetLife Investment Management Named a Best Place to Work in Money Management for Fourth Consecutive Year

This marks MIM’s fourth consecutive year on the list.

Modern Wealth Adds $500 Million in AUM With Acquisitions of Fiser Group, Gardey Financial Advisors and LFM Wealth Management

Firm successfully completes 13 acquisitions within 20 months, further expands into Midwest and Southern regions

Alternative Investments