Managers of Wealth Americas

Investors eye market ‘clarity’ as stocks rally on shutdown agreement

Global stock markets are trading higher after the U.S. senate approved the first stage of a deal to end the weeks-long federal government shutdown.

Charles Schwab to acquire Forge Global in $660m deal

Forge operates a private market platform that has facilitated more than $17bn in private company share transactions.

Tangerine and Engine by Starling sign agreement to provide next generation banking for millions of Canadians

Engine to provide complete digital banking platform for 2+ million Tangerine clients in Canada

Morningstar and PitchBook to Launch Comprehensive Index Suite for Evergreen Private Market Funds

New indexes deliver a full-service solution—integrating ratings, research, and private market data—to bring transparency and structure to a complex and fast-growing segment of the private markets.

Equitable Holdings Reports Third Quarter 2025 Results

Management net inflows of $1.7 billion, excluding the impact from Equitable’s life reinsurance transaction

Apollo Funds Commit $6.5 Billion to Ørsted’s Hornsea 3 in the UK

Apollo Infrastructure to Become 50-50 Joint Venture Partner in World’s Largest Offshore Wind Farm Project

RIA Platform Uptick Partners to Surpass $1B With Latest Additions

Uptick supports the launch of Coppertree Financial Planning, a $100 million practice out of Edward Jones, and a team of breakaways from an RIA in Kansas City, with $275 million.

Wealth shift redefines art market as next-gen collectors demand values before profit

Younger collectors drive a transformation forcing wealth managers to adapt

Billionaire Ray Dalio And JPMorgan Dump $150M Into Fruitist, The $1B Jumbo Blueberry Startup Crushing Healthy Snack

Distribution includes major chains such as Costco, Giant, Publix, ShopRite, Sprouts Farmers Market, Trader Joe’s, Wakefern, Walmart, and Whole Foods.

MAI Capital Announces Reorganization After Evoke Deal

Rick Buoncore remains chairman and CEO of the now $65 billion RIA, with former Evoke co-founder and head David Hou taking the role of managing partner heading UHNW clients.

$580B Wealthspire RIA Taking Shape After Madison Dearborn Acquisition

The combined RIA will operate under the Wealthspire brand, backed by a fresh $1 billion in debt financing and five firms with a history of collaboration, according to CEO Mike LaMena.

Apollo Funds Complete Acquisition of Stream Data Centers

SDC Positioned to Accelerate Development Across Multi-Gigawatt Hyperscale Pipeline with Apollo Funds’ Capital and Strategic Support

State Street Investment Management Makes Strategic Investment in Coller Capital

This relationship aims to broaden both firms’ reach and unlock new opportunities in the rapidly growing private capital secondaries market

Four Pillars Investment Management Joins Osaic from Commonwealth with $143 Million in Client Assets

Florida advisory team transitions to leverage Osaic’s platform, technology and growth resources

European Managers Say They Will Continue to Tap Institutional Opportunities in the U.S.

An II survey found that private credit and direct lending are top priorities for the next year.

Morgan Stanley to acquire private shares platform EquityZen

The acquisition is intended to strengthen Morgan Stanley’s range of services available to private companies and their stakeholders.

Vestmark Announces Strategic Agreement to Broaden Access to Capital Group Model Portfolios

Capital Group’s suite of ETF, mutual fund and SMA model solutions will now be available with Vestmark’s tax-overlay

KDP Discusses Strategy, Leadership and Financing for Upcoming Transformational Transactions

Announces capital-efficient $7 billion strategic investment co-led by Apollo and KKR to reduce projected net leverage at acquisition close; sets targeted capital structure for each company at separation

Stifel sells non-core broker-dealer in latest move away from independent brokers

The buyer, Equitable, is looking to grow right now.

CIBC achieves top rating by advisors for the 10th year in a row on the 2025 Investment Executive Report Card on Banks

This year, CIBC's average overall Investment Executive rating is 9.3 and achieved a Net Promoter Score of 98.0.

Alternative Investments