Managers of Wealth Americas

BofA’s president of Global Commercial Banking on best practices for securing the legacy of a multigen family business

Not every family member will be inclined to work in the business.

Large US Treasuries holdings in the Cayman Islands: What’s that about?

Some industry associations counter that such measures could make markets more unstable if they prompt sudden deleveraging.

State Street to Provide Range of Investment Services for Columbia Threadneedle for $431 Billion in Assets

We have enjoyed a successful decades-long relationship with Columbia Threadneedle

David Kowach’s &Partners Scores Another Win From Wells Fargo

The hybrid broker/dealer continues its recruiting streak with the Broadcloth Wealth team, led by David Nickel, who left Wells Fargo Advisors after 34 years.

State Street to Speak at the Barclays Global Financial Services Conference

A recorded replay will be available on the Investor Relations website later that day, for approximately ninety days following the presentation.

MAI Capital Management Announces Strategic Partnership with Evoke Advisors

The combination will create a national firm with approximately $60 billion in assets under management and advisement, bringing together two complementary, industry-leading businesses

SIMA urges reform of Canada's retirement-savings framework

Association says policy must change to make it easier for Canadians to save for retirement

MAI Lands L.A.-Based Evoke Advisors, Creating a $60B+ Firm

Evoke Co-Founder David Hou said the deal will boost the firm's current scale and resources.

Republic Capital Group Serves as Exclusive Investment Banking Advisor to Global Wealth Advisors in Partnership with Merit Financial Advisors

We are excited about our new partnership with Merit and the opportunities it creates for our clients and team

Carlyle to Acquire intelliflo from Invesco

The transaction includes intelliflo’s US-based subsidiaries, including RedBlack, a provider of SaaS-based portfolio rebalancing tools, and intelliflo Portfolio, a Portfolio Management software solution for US Registered Investment Advisors (RIAs).

Grenada seeking partnerships to enhance resilience and sustainable development

At a reception on August 21, Mitchell updated Canadian business leaders on developments in his island and highlighted opportunities for business collaboration.

IPI Wealth Management Unveils Refreshed Brand and New Website, Reinforcing Commitment to Advisors and Clients

As the firm continues to grow, its new brand and digital presence capture both who IPI is today and where it is headed, creating a modern, unified experience for financial professionals and the clients they serve.

Merit, EP Wealth And Mercer Riding Consolidation Wave To Higher Growth

Last week, $20 billion Merit Financial Advisors snapped up Global Wealth Advisors, a Texas hybrid RIA with $860 million in assets.

Wells Fargo reiterates Overweight rating on Target stock despite CEO news

These developments reflect various analyst perspectives on Target’s current financial and strategic positioning.

J.P. Morgan Asset Management Unveils New JPMorgan Equity and Options ETF (JOYT)

Fund expands the firm's category-leading Equity Premium Income Suite

US Bank gatekeepers drop Penn Mutual from $1.6bn fixed income fund

Penn Mutual has been removed as a subadvisor from the First American Multi-Manager Fixed-Income fund.

Merit Financial Advisors buys Texas-based Global Wealth Advisors

The merger brings an additional $860m in client assets under Merit's management.

American Integrity Insurance stock price target raised to $22 by Raymond James

The company maintains impressive profitability metrics, with a gross profit margin of 50.44% in the last twelve months.

Fifth Third Enters Alabama with Ambitious Growth Plan

New Huntsville Financial Center Kicks Off Multi-Year Strategy to Bring 15 Locations to the Heart of the South

Northern Trust to Provide Integrated Trading Solutions for North Dakota Retirement and Investment Office

NDRIO manages investments for more than two dozen SIB client funds

Alternative Investments