Managers of Wealth Americas

JPMAM launches two new sustainable ETFs

T3MP specifically invests in companies that JPMAM believes are poised to benefit from growing demand for climate change solutions.

State Street Global Advisors Extends Proxy Voting Choice to More Investors

State Street Global Advisors’ clients in separately managed accounts already have the ability to either vote their own shares directly or delegate proxy voting of their shares to the firm’s asset stewardship team.

Crystal Capital Partners Named Alternative Investments Platform of the Year by Wealth Solutions Report

Prestigious Industry Award Recognizes Leading Alternative Investment Platforms Helping Financial Advisors Align Alternative Assets with High-Net-Worth Clients

Hightower Facilitates Strategic Merger Between Hightower Bellevue and $350 Million Sovereign Wealth Advisors in Washington

Sovereign Wealth Advisors specializes in financial and retirement income planning, investment management, tax management and estate planning

The $115 Billion Thematic ETF Boom Lives On Even as Losses Mount

More than half of thematic funds are trading below their launch price.

Arthur J. Gallagher & Co. Acquires Mahowald Insurance, LLC

Founded in 1930, Mahowald is a retail insurance agency offering commercial and personal products, employee benefit packages and risk management services for clients across the Midwest.

Abundance Asset Management Launches 506C Fund With a Mission to Safely Outperform the Market

Abundance Asset Management has unveiled the Abundance Asset Management Fund, a 506C fund that applies the Abundance Strategy.

Kestra Private Wealth Services Welcomes HF3 Wealth Partners

Alexandria, Virginia-based firm sought freedom and resources to deliver a top-notch, client-centric approach

RBC Global Asset Management Inc. announces November sales results for RBC Funds, PH&N Funds and BlueBay Funds

Mutual fund sales results information is based on preliminary data from the Investment Funds Institute of Canada and only include Canadian prospectus qualified mutual funds.

First Fidelity Bank launches digital wealth management services with Unifimoney - enabling customers to bank and invest

First Fidelity Bank customers can choose to self direct invest in traditional or alternative assets, access financial planning software and education and content through their existing online banking channel.

Mission Wealth Selected to Inc's 2022 Best In Business List

Mission Wealth has been named to the Inc. 2022 Best in Business list in the Prosperous and Thriving category.

Regions Bank Announces Creation of Franchise Lending Team

Led by 36-year industry veteran Peter Salas, initiative expands Regions’ specialized banking capabilities for small businesses.

Lincoln Financial Group named to Newsweek’s list of Most Trustworthy Companies

The company has been ranked third of 21 in the Financial Services industry among 400 honorees total spanning 22 industries

Mercer Advisors Acquires Vintage Financial Services, LLC

Expanding Mercer Advisors' Michigan Presence

New business wins drive growth of Apex Group’s Miami office

Apex Group in Miami provides the Group’s full single-source solution to asset managers, financial institutions, private clients and family offices, with a focus on the delivery of services to clients in the Miami, Florida and Latin American markets.

Raymond James enters deal to acquire Solus Trust

Acquisition aims to establish Canada's Leading Independent Trust Services Firm

Recession is likely in 2023, but U.S. markets could change course more quickly than investors might assume, RBC Wealth Management suggests

The most important objective for investors is to review portfolios and bring them in line with long-term strategic allocation recommendations

Alternative Investments