Managers of Wealth Americas

One of the largest advisory firms in the US is now in Canada

Firm offers services to financial services, tech, and consumer businesses

Goldman Sachs ETF Accelerator Announces First Fund Launched in EMEA Through the Platform

Ultramarin and Baader Bank leverage Goldman Sachs ETF Accelerator to launch AI-driven active ETF.

Franklin Templeton Launches Suite of Tax-Managed Active and Passive SMAs at UBS

Additionally, Franklin Managed Options Strategies Team Introduces Options Overlay Capabilities at UBS

Eaglebrook Celebrates Five Years, Establishes Brand as Leading Digital Asset Investment Platform for Independent Wealth Managers

Since its founding in 2019, Eaglebrook’s crypto SMA solution has expanded its service offering to be trusted by over 700 financial advisors at more than 70 RIAs nationwide

Back to Work, Jim Dickson Launches Minority RIA Investment Firm

With lessons learned from his previous experience running Sanctuary, Dickson's Elevation Point was formed with United Atlantic Capital’s Mark Penske and launches with the acquisition of Mount Yale Capital Group.

TD and MPOWER Financing Collaborate to Help Simplify the Banking Experience for International Students in Canada

New relationship leverages the strengths of each organization to help promising students, from around the world, access world-class banking and financing products

Fisher Investments to Spin Out $4.75B 401(k) Business

The new company, Fisher Retirement Solutions, will be run by Ken Fisher’s son, Nathan Fisher.

Arkadios Capital Lands $850MM Advisory Group From LPL Financial

Gulf Coast Wealth is a prime example of the challenges facing the financial industry.

Morgan Stanley at Work Insights Spotlight Increasing Focus on Workplace Financial Benefits, With Equity Compensation Key

Findings show equity plans in particular continue to gain popularity as a strategic method to attract, retain and motivate top talent.

Kingswood U.S. Assembles Group of Former U.S. Military Leaders to Launch Kingswood Defense Group

Latest Expansion of Firm's In-House Investment Banking Team will Support Companies in the National Defense and Aerospace Sectors

Apex Group issues new Holdco PIK Notes with an incremental $1.1bn from Carlyle and Goldman Sachs

This commitment endorses Apex’s sustainable growth strategy

TD Announces Non-Viability Contingent Capital AT1 Limited Recourse Capital Notes Issue

The LRCNs will be registered with the U.S. Securities and Exchange Commission (the "SEC").

Three Sixty Wealth Joins Carson Group's Growing Partner Network

Partnership Helps Firm Address Increased Demand for Personalized Wealth Management

Redwood Investment Management's Redwood Real Estate Income Fund Celebrates Outstanding First Year

$230+ Million in Investor Capital Raised in First Year of CREMX

Slate Asset Management Completes Approximately €425 Million of Senior Debt Refinancings for Its European Essential Real Estate Portfolio Year to Date

Slate completed the refinancings at five- and seven-year terms at compelling rates, which were also more favorable than initial underwriting.

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