Managers of Wealth Americas

Buckeye Strong: 210 Years of Investing in Ohio’s Future

With deep roots in Ohio, JPMorganChase is helping drive the state’s next chapter of economic growth.

LPL Financial, Raymond James land advisors managing $470M

Michigan father-son team with nearly 50 years of combined experience joins LPL, while a New Jersey advisor moves from Ameriprise to RJFS.

LPL Financial lands $1.6B Conte Wealth Advisors from Cambridge

A third-generation Pennsylvania firm with 24 advisors and $1.6 billion in client assets has left Cambridge Investment Research.

JLL facilitates sale of premier Northern California senior housing portfolio

Transaction highlights Affinius Capital and Alliance Residential Company’s track record of creating an institutional-quality senior housing portfolio in demographically superior markets

Wall Street Firms Reap Windfall From South Korea’s Stock-Market Boom

By comparison, the combined second-quarter net profit of 10 major Korean securities firms rose 141% from a year earlier and 37% from the previous quarter.

The Battle for Latin American Financial Talent

The Latin American investor is changing at the same time as the industry’s architecture.

Why Bank of America strategist Michael Hartnett says the trade is still long gold

Investors also directed $25.4 billion into cash, $23.8 billion into bonds and $16.1 billion into equities.

Bessent could tap near $1 trillion Treasury General Account to fund bond buybacks, sources said

The Treasury surprised markets last week by doubling the size of bond buybacks, but the impact on yields was short-lived because of skepticism over the firepower available to Bessent.

Suzano upgraded at Bank of America as pulp market approaches cyclical bottom

BofA raised its forecast for the bottom in hardwood pulp prices to $550 a metric ton from $520.

Omaha-based RIA Stevens Capital Partners nears $1B, buys Dallas CPA firm

The deal to acquire a 300-client tax firm sets up much-needed succession for its 80-year-old founder, while joining a widening trend of tax service integration among RIAs.

Franklin Templeton Announces Closing of Inaugural US$1.5 Billion Collateralized Fund Obligation

Transaction expands institutional access to Franklin Templeton’s private markets capabilities across secondaries and private credit

Apriem Advisors Earns National Recognition Across Industry Awards, Highlighting Leadership and Client Centered Growth

Firm and leadership recognized by USA Today, AdvisorHub, Los Angeles Times, Financial Advisor Magazine, and Forbes in 2026

Goldman Sachs to buy real estate investment firm for $410M

The acquisition of LCN Capital Partners, set to close by the end of the year, marks the second nine-figure-or-higher transaction for Goldman in the past week.

Dimensional’s Meinke: Do IPOs make good investments?

Newly listed companies often capture investors’ attention, but evidence suggests it pays to be patient

Fund manager have rarely been this bullish about stocks, says Bank of America survey

Cash levels at 3.5% have rarely been this low since the turn of the millennium and the allocation to stocks is also a five-year high.

Mack & Co. Unveils New Brand Identity, Website and Global Headquarters

New identity reflects the firm's evolution and the growth of its global advisory and investment management business

Maridea Wealth Management Acquires Park Ridge Financial, Expanding Chicago Presence

Founder Rick Pucci brings a full-service, personalized approach to financial planning to Maridea's Chicago office

MAI Capital Management Expands Into Atlanta Market Through Acquisition of Waypoint Wealth Counsel

Acquisition brings approximately $490M in AUM as MAI broadens its presence in strategic U.S. markets

O’Reilly LLC Joins Millenia Investments, Affiliates With Osaic

St. Louis-area firm overseeing approximately $250 million in client assets joins Millenia Investments in full-circle succession story

VastAdvisor Closes $1 Million SAFE Round

Funding will accelerate the product roadmap and support VastAdvisor's go-to-market plan.

Alternative Investments