Managers of Wealth Americas

14 Steward Partners Advisors Named to InvestmentNews' 2026 5-Star Financial Planners List

Recognition underscores the firm's bench depth and commitment to holistic, client-centered financial planning

Yes, Citadel Securities made some advance internship offers to Harvard students

Last month, we understand that the firm met directly with students at Harvard University, and extended internship offers to them as a result.

Private credit in Canada keeps rolling despite deepening U.S. turmoil

Canadian institutional investors say their private credit exposure is limited

Where hedge fund Citadel's portfolio managers are mostly found now (not Miami)

Citadel's recently filed annual ADV form for 2025 highlights this state of affairs.

Mackenzie Investments Selects OneVest's Operating System to Advance its Digital Transformation for Advisors and Investors

Mackenzie to leverage OneVest's highly configurable platform to launch a modern suite of advisor, investor, and onboarding solutions.

BRC Group plans B. Riley Securities buyout, wealth unit merger

The combination aims to consolidate the company’s financial services platform under a single investment banking and wealth management entity.

Advisors better not give up on organic growth even if M&A stays hot

Wealth managers relying on technology while waiting for a juicy PE-backed acquisition best not overlook the importance of good old organic growth.

Mackenzie taps OneVest to power next phase of advisor and client digital overhaul

Asset manager rolls out new portals and infrastructure aimed at reducing friction and boosting scale.

President and CEO Alex David Named to Wealth Solutions Report’s Top Black Industry Leaders of 2026

David is one of five industry leaders selected for this distinction.

Bipartisan retirement reform should now address investment access

Even after the progress made from SECURE 1.0 and 2.0 legislation, the landscape of retirement plans – particularly around collective investment trusts, 401(k)s, and 403(b) plans – remains lopsided.

iCapital, Envestnet Expand UMA Access for Alternatives, Structured Products

Envestnet advisors can now integrate iCapital’s alternative investments into UMA portfolios, streamlining access to private market solutions.

UK state-backed fund Nest invests £450mn in US private credit

Workplace pension scheme targets 30% allocation to private markets by 2030 despite growing strains on asset class

Modern Wealth Management Acquires $1.2B Legacy Wealth Management

The firm offers financial planning, investment management, estate and tax planning, and retirement planning to ultra-high-net-worth clients, including pilots, professional guardians, and trustees.

State of Alaska Department of Revenue Sells 191,010 Shares of Wells Fargo & Company $WFC

Legacy Bridge LLC boosted its holdings in Wells Fargo & Company by 3.0% in the 4th quarter.

Canadian asset manager lands $3.88bn for new secondaries fund

Market for secondaries continues to grow

Corient Announces Acquisition of Vivaldi Capital Management

Firm strengthens its private partnership model and adds $5.6 billion in client assets

US banks could release $320 billion in capital with new draft rules, analysts say

Morgan Stanley expects the banks to begin giving preliminary ranges of capital they will be able to release once the rules are implemented, during the first-quarter ‌earnings ⁠calls.

State Street Expands Long Partnership With Thornburg to Support New ETF Share Classes

The announcement marks only the second active ETF share-class servicing mandate in the US, with State Street serving as provider, underscoring momentum among active managers seeking greater flexibility in how they deliver their strategies to investors.

$2.4 Billion Advisory Team Launches Evertern Wealth in Naples, Florida

Veteran Advisors Jason Stephens and Mic Lundon Establish Boutique Family Office Advisory Firm Serving High-Net-Worth Families

LGT Capital Partners expands US venture capital platform with core fund investing team of Sapphire Partners

Integration of US-based venture capital fund investment team strengthens LGT Capital Partners’ global venture platform and expands its US presence

Alternative Investments