Managers of Wealth Americas

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

Warren Buffett's Berkshire Hathaway keeps selling more Bank of America stock

BofA is still up 16% so far this year, trailing rivals Goldman Sachs (GS), JPMorgan Chase (JPM), and Citigroup (C). Its stock was down slightly Wednesday morning.

TD Direct Investing Celebrates 40 Years of Excellence in Self-Directed Investing

Innovating and delivering legendary client experiences since 1984

Bonus-Starved Bankers Are Jumping Ship for Private Credit Riches

At least 20 senior bankers in Europe — Gillam and Khaled among them — have switched sides since rate rises upended capital markets

Trinity Financial Partners Hits Growth Milestone with SEI

Commitment to Goals-Based Wealth Management and Tax-Optimization Bolsters Growth

REDW Advisors & CPAs acquires Hatcher Financial

The acquisition increases REDW's Phoenix office team to 114 members and nearly 350 across its broader network.

The Retirement Planning Group Acquires Parrott Wealth Management

Established wealth management firm overseeing nearly $200 million represents fourth acquisition of 2024 for Cetera's employee-based RIA, The Retirement Planning Group

$2.3bn Parcion Private Wealth pursuing minority investor -sources

The Seattle-area RIA, a product of a 2019 UBS breakaway, has retained Advisor Growth Strategies to help it find institutional capital.

Kingswood Acquires $1B Eudaimonia Group

The deal adds 17 advisors to Kingswood’s RIA, as well as a turnkey asset management platform.

North Shore Bank and Abington Bank Complete Merger

Creates a premier community bank with over $3 billion in assets and 25 branches serving eastern Massachusetts.

Domain Timber Advisors Selected by Fulcrum Asset Management to Drive Sustainable Investments in U.S. Forestland

Collaboration to emphasize financial and ESG goals through FSC-certified forestland investments

Milliman analysis: Public pension funded ratio rises to 82.0% in August after fourth straight month of market gains

Milliman PPFI plans gain $72 billion in funding thanks to estimated returns of 1.5%

Homeowners & renters insurance costs surpass inflation, leads to record shopping rates: J.D. Power

Among home insurance customers who receive an insurer-initiated rate increase, 37% are likely to shop for a new policy, according to J.D. Power.

Gold Trades Near Record Before US Data That May Offer Fed Clues

Bullion’s 27% rally this year has also been supported by robust purchasing by central banks and haven demand amid ongoing conflicts in the Middle East and Ukraine.

Alternative Investments