Managers of Wealth Americas

Multigenerational team from Baird moves to Raymond James

The advisor trio, a father and his two sons, are joining the firm’s employee advisor unit in Indiana after managing more than $290M.

State Street Announces Agreement with Taurus to Deliver Full Service Digital Platform for Institutional Investors

Agreement will add tokenization and digital custody services to firm’s existing Fund Administration and Accounting capabilities for Digital Assets

European fund performance significantly lags behind US peers after T+1

Post T+1 analyses of passive S&P 500 funds show European returns are 14-20 basis points lower than their US equivalents

Investors look to Powell's Jackson Hole speech for clues about Fed’s first cut

He made it clear during a July 31 press conference that a 25 basis point cut was possible next month but downplayed the idea of doing something bigger, such as 50 basis points.

Warren Buffett Just Sold This Stock -- But I Think He's 100% Wrong

There are a few reasons I'm a fan of Capital One.

TD Asset Management Inc. Announces TD ETF Distributions

TD ETFs are managed by TD Asset Management Inc., a wholly-owned subsidiary of The Toronto-Dominion Bank.

Global money market funds draw second weekly inflow amid US economic uncertainty

Riskier equity funds reversed a downward trend, gaining about $857 million in net inflows in the week to Aug. 14, after losing a substantial net $4.56 billion the previous week.

Highwood Asset Management Second Quarter 2024 Earnings: EPS Beats Expectations, Revenues Lag

Looking ahead, revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Oil and Gas industry in Canada.

Stone delivers a consistent quarter with strong TPV growth and advancements in credit and banking

The company reported adjusted net income of R$ 497 million, a 54% increase over the same period last year.

Conway, Opto to Bring Vintage Private Markets Funds to RIAs at Lower Minimums

The two firms will be offering clients vintage private market funds.

Secondaries Are Gaining a Foothold Among Financial Advisors

Funds that include secondary investments in private assets are a good gateway for investors new to alternative assets and are growing in popularity.

Waterfall Asset Management Expands Partnership with Onity Through Transfer of Reverse Mortgage Assets

This transaction is an exciting development for Waterfall

Summit Financial Adds Meeder Wealth Management

Addition of Meeder’s $400 million wealth management arm validates Summit as industry-leading pathway to growth for registered investment advisors (RIAs)

Hove Capital Management Expands to North America and Canada, Bringing 27 Years of Expertise in Fixed Rate Bonds and Wealth Management

The expansion into North America and Canada represents a new chapter in Hove Capital Management's storied history, allowing the firm to extend its acclaimed services to a broader audience.

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