Managers of Wealth Americas

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.

American hedge fund in London is paying £418k, 12% less than last year

Sculptor Capital Management posted full year 2023 results for its London subsidiary,

Financial Trust Asset Management Named to PSN Top Guns List of Best Performing Strategies for Q2 2024

Financial Trust Asset Management's separate account strategies won 34 Top Guns awards from Informa Investment Solutions (

ClearList and Delio partner to provide investment infrastructure for private market secondaries

This partnership has led to the launch of ClearList’s ‘master platform’, powered by the Hub and Spoke connectivity model that Delio successfully launched in their Delio Vaults proposition earlier this year.

Aon Company NFP Acquires Judith Heft & Associates

Acquisition will expand client offerings and provide high-touch lifestyle services

How hedge funds can help steady traditional portfolios

This underscores the weakness in traditional portfolios.

Manulife Wealth and Conquest Planning Bring Personalized Financial Planning Tools to Advisors

Manulife Wealth advisors can use Conquest’s SAM to streamline workflows

TD Asset Management Inc. Expands its Lineup with the Introduction of New Mutual Funds and US$ Purchase Options

TD Global Technology Leaders Index Fund is structured to help provide investors seeking exposure to the technology sector

JPMorgan Leads Nearly $1.2 Billion Financing for New York Towers

The deal is one of the largest financings backed by a single asset so far this year.

Aon Company NFP Acquires Judith Heft & Associates

Acquisition will expand client offerings and provide high-touch lifestyle services

Janus Henderson to partner with Anemoy and Centrifuge on its first tokenized fund

Janus Henderson will be serving as a sub-advisor to the LTF, managing the fund’s day-to-day operations and portfolio through Tabula, a wholly owned subsidiary.

Public Pensions See Growth, Diversification in The Private Markets

Panelists at the Council of Institutional Investors' 2024 Fall Conference discuss how their allocations to alternatives have evolved since the global financial crisis.

Bluespring Wealth Partners Wins 2024 WealthManagement.com Industry Award for Best Ownership Transition Offering

Bluespring’s Successor Academy recognized as standout succession solution, empowering the next generation of wealth managers to grow while maintaining firm legacies

Alternative Investments