Managers of Wealth Americas

Osaic adds $453m Oregon-based advice firm to its network

Pilot Rock is an eight-person advice team based in Medford, Oregon

Obsidian Planning Solutions

The acquisition would bolster Merit's expertise in business succession planning and enhance Obsidian’s operational scale.

Elevation Point Selects Vestmark for Comprehensive Portfolio Management and Trading Solutions

Elevation Point to leverage Vestmark’s SMA and UMA platforms, Advisor as Portfolio Manager capabilities, and tax management services, among other industry-leading technology solutions.

State Street Investment Management Enhances Its Low-Cost State Street® SPDR® Portfolio ETF™ Suite

Launch of State Street® SPDR® Portfolio Ultra Short T-Bill ETF (SPTU) Provides Investors with Low-Cost Access to Treasurys that Mature in a Year or Less

State Street Investment Management Enhances Its Low-Cost State Street SPDR Portfolio ETF Suite

Launch of State Street SPDR Portfolio Ultra Short T-Bill ETF Provides Investors with Low-Cost Access to Treasurys that Mature in a Year or Less

Fidelis Capital: Focusing on Returns Net of Fees, Taxes and Inflation

Why the firm often eschews working with third-party asset managers on fixed-income and equity investments.

Systematic hedge funds hit with daily losses in October, says Goldman Sachs

Losses stemmed from crowded trades and a sell-off where funds, seeking to curtail losses, rushed to dump bets simultaneously.

Cetera Snags $1.1B Commonwealth Team

King Financial Network will join Cetera’s Summit Financial channel partly due to the broker/dealer adding Fidelity custodial services as an option.

Citizens Financial Group (CFG): Evaluating If Shares Remain Undervalued After Recent Momentum

CFG’s latest boost adds to a solid stretch, as momentum has built notably throughout 2024.

Truist Securities raises Genmab stock price target to $49 on Merus acquisition

Truist Securities views petosemtamab as a potential blockbuster asset that could provide a significant offset to the expected future decline in Darzalex royalties for Genmab.

PNC Investments to Rebrand as PNC Wealth Management

New name reflects the business' broader scope of solutions and focus on advisory

JPMorganChase unveils J.P. Morgan Personal Investing

The new platform aims to merge J.P. Morgan’s global investment expertise, built over 150 years, with cutting-edge digital innovation.

Fifth Third Bancorp to buy Comerica for $10.9 billion in all-stock deal

When the deal closes, which both banks expect will happen at the end of the first quarter of 2026, it will create the ninth-largest U.S. bank — with roughly $288 billion in assets.

Cayman Finance showcases the Cayman Islands insurance sector in North America

At the end of September, Cayman Finance joined healthcare risk leaders at the American Society for Healthcare Risk Management (ASHRM) 2025 in Charlotte.

Independent Broker/Dealers Lead Channel Growth

The greater scale of the largest IBDs creates larger total inorganic growth opportunities that have helped to fuel the channel’s growth

BMO Capital Raises Royal Bank of Canada (RY) PT to C$203

Stronger trading revenue and improved Corporate & Investment Banking income also contributed to the outperformance, BMO observed.

Brookfield Wealth Solutions Signs First Reinsurance Agreement in Japan with Dai-ichi Frontier Life

This agreement marks the first Japan-based reinsurance agreement for Brookfield Wealth Solutions after it established a representative office in Tokyo earlier this year.

Carlyle and BECON Investment Management Announce Strategic Distribution Partnership in Latin America and US Offshore Markets

The partnership aims to meet the increasing demand for alternative investments among qualified and high-net-worth investors in the region.

What Role Do Wealth Managers Play Amid Economic Uncertainty?

Community banks that offer wealth management can play a notable role in easing customers’ anxiety amid economic and financial uncertainty.

Dynasty Financial Partners Closes $125 Million Credit Facility to Support Growth Initiatives and Ongoing Innovation

Commitments from UMB Bank, Flagstar, J.P. Morgan, and Goldman Sachs Add to Dynasty’s Fortress Balance Sheet Position

Alternative Investments