Managers of Wealth Americas

Three Teams Managing More Than $600 Million Join Cetera Advisors LLC

Industry-leading teams depart OneAmerica to join Totus Wealth Management amid continued growth

Regions Bank and CRE FinTech Blooma Collaborate to Modernize Lending Workflow

Digital underwriting platform powered by artificial intelligence streamlines CRE lending.

First Miami Bank to be acquired for roughly $116M

This would mark United Community Banks’ second acquisition of 2023. Its purchase of Huntsville, Alabama-based Progress Financial closed in January.

Sequoia Financial Group to Acquire Zeke Capital Advisors, Forming Wealth Manager With $15 Billion in Client Assets

The acquisition will double the size of Sequoia's Family Wealth practice, both in assets under management and in client households, with the combined teams offering a full suite of services to ultra-high-net-worth families and institutions.

US equity rally stalls as Fed stays the course

But Fed officials, too, have been hinting that a higher end point for interest rates may be necessary given the recent robust jobs data, which showed the unemployment rate falling to a 53-year low in January.

Focus Shareholders ‘Frustrated’ by PE Firm’s Offer

Some shareholders say the $4.1 billion price tag for Focus Financial is too low and doesn’t reflect the trajectory and future of the business—and many hope for a way to remain invested.

Charlotte-based Bragg Financial Advisors earns top rank for mutual fund

U.S. News & World Report recently ranked Bragg Financial's Queens Road Small Cap Value Fund at No. 1 of 461 small value funds nationwide.

Wall Street’s Mutual Fund-to-ETF Magic Trick Is Failing to Wow

By converting an existing fund, issuers hope to bring an established track record and assets to the ETF market, giving each strategy a head start.

Hightower Makes Strategic Investment in Bickling Financial Services

Founded in 1984, the firm, which has approximately $625 million in assets under management and three offices in Massachusetts, provides full-service wealth management to individuals and families

Capital One, Bank of America top financial firms winning the most patents in 2022

Capital One Financial received the most patents of any financial company in 2022 with 708 patents in 2022.

Risk Strategies buys Ladmar Group

The firm also offers Medicare products in the small employer and individual market.

Apollo Reports Fourth Quarter and Full Year 2022 Results

We generated record fee related earnings, record normalized spread related earnings, and record organic inflows as our clients recognized our differentiated investing capabilities and entrusted us with their capital.

Metlife Investment Management to buy Raven Capital Management

“MIM will be able to deliver more for our clients and continue to expand our range of capabilities and complementary investment strategies.”

CI Global Asset Management Builds on its Leadership in Alternative Investments with New Multi-Manager Private Markets Solution

CI GAM’s new private markets strategy is now open to investments by other CI GAM funds as part of their less-liquid portfolio sleeve, where appropriate.

Alternative Investments