Managers of Wealth Americas

Wells Fargo revamps S&P 500 target for the rest of 2026

Wall Street expected the Fed to open the door to rate cuts, but Wells Fargo instead cited profits, not policy easing, as the reason stocks continued climbing.

Modera Wealth Management Expands Florida Presence with Northstar Transaction

The firm joins Modera to support long-term succession, client service and advisor growth, adding $311.6 million in assets to the growing RIA

Blackstone Launches SablePointe Credit Strategies to Expand Origination Capabilities Across Asset-Based Lending and Specialty Credit Markets

The platform complements BXCI’s scale, capital, and global reach with specialized industry knowledge and structuring expertise.

New ETF Launches Far Exceed Closures

Active ETFs have dominated the new product landscape, with 953 strategies launched in 2025, accounting for 84% of all new ETFs last year.

Baker Tilly to acquire Anchin, move headquarters to New York City

The full-service firm provides accounting, tax, and advisory services to privately held companies, investment funds, and high-net-worth individuals and families.

BlackRock sheds another 200 jobs, adopting regular cycle of cuts

The company is eliminating just under 1% of its workforce

Cetera Financial Snags $490M Team from Commonwealth

Tupelo Wealth Partners provides “comprehensive” financial planning and wealth management, retirement planning, saving, tax, and legacy planning.

Is Bank of New York Stock Outperforming the Nasdaq?

Companies with a market cap of $10 billion or more are typically referred to as “big-cap stocks.”

Lancashire expands US platform with three new lines

Lancashire Insurance US has launched financial lines and inland marine and environmental liability offerings, doubling the operation's underwriting capabilities from three product areas to six.

Employee Ownership Doesn't Guarantee Motivation

RIA executives say economic incentives align interests and show commitment, but firms must still prioritize culture and client care to drive true engagement.

Edelman CEO Sees Space for Alts in 401(k) Plans, With Personalized Guidance

Edelman Financial Engines CEO Ralph Haberli detailed how the firm seeks to connect workplace savers with personalized financial advice when the circumstances merit, including for alternative investments.

Reindustrialization of Europe and the US – 2026

How organizations are rebalancing resilience, investment, and industrial competitiveness

Scotia Global Asset Management makes sub-adviser changes

There will be no changes to the investment objectives of the funds as a result.

Rudy Adolf’s Second Act

Adolf on his partnership with Andreessen Horowitz on E3Tech, aiming to consolidate plumbing and electrical firms using AI and M&A strategies he perfected in wealth management.

Future of Finance 2026: Time to Shift Gears?

Return on equity has risen sustainably above cost of capital across most markets, and price-to-book ratios have improved accordingly.

Wellington Management Acquires Hartford Funds from The Hartford

The transaction will transform a strategic partnership spanning more than 40 years into a single firm with greater scale, broader commercial reach, and enhanced long-term growth potential

Carlyle Completes Acquisition of Majority Stake in MAI Capital Management

Investment expands upon relationship formed in 2021, providing MAI with the resources and strategic backing to accelerate growth

RFG Advisory Expands Advisor Access to Alternatives and Structured Investments Through iCapital Partnership

Integration into RFG’s ClickONE platform streamlines advisor access and enhances the client experience

Schonfeld plans Zurich hedge fund base

The firm has recruited former Millennium Management portfolio managers Yohan Hwang and Pierre Kling for the Swiss office.

Pathstone Expands Philadelphia Presence Through Combination with Mill Creek Capital

The addition of Mill Creek, which advises approximately $12 billion in assets, deepens Pathstone's regional presence and further strengthens Pathstone's talent pool, services and capabilities aimed at serving ultra-high-net-worth families, singl

Alternative Investments