Managers of Wealth Americas

Bluerock real estate fund debuts on NYSE and slides sharply

The fund now trades with the ticker symbol BPRE.

Mercer Advisors Expands in Idaho With Addition of McConnell Financial Advisors

Female-led firm broadens $90B RIA’s reach across Boise and Sun Valley, advancing a personalized approach designed to empower women to achieve financial freedom

Goldman Sachs, T. Rowe Debut First Four Joint Models

The model portfolios combine mutual funds and ETFs and are geared toward mass affluent and high-net-worth investors.

Global equity funds draw largest weekly inflow in five weeks

Investors acquired global equity funds of a net $12.9 billion, the highest for a week since $22.72 billion net additions in the week through November 5.

360 Financial Celebrates 30 Years as Fiduciary, Award-Winning Wealth Management Firm in Minnesota

360 Financial has been honored with multiple awards including Forbes Best-in-State Wealth Advisors

Engel & Völkers Reveals Lifestyle Priorities Are Shaping Global Investment and Migration Trends

The global experts at Engel & Völkers Private Office anticipate that lifestyle factors will continue to shape residency decisions of UHNWIs in the coming years.

Bank of America says this corner of the market is the best 'run-it-hot' trade for investors in 2026

"We say long commodities the best 'run it hot' trade in '26, and long despised oil/energy without question the best 'run-it-hot' contrarian trade," the team said.

Retail investors who have a significant stake must be disappointed along with institutions after Stockland's (ASX:SGP) market cap dropped by AU$507m

Every investor in Stockland should be aware of the most powerful shareholder groups. With 52% stake, retail investors possess the maximum shares in the company.

Smartleaf Asset Management Surpasses $6.75 Billion in Assets Under Management

SAM represents a new type of sub-advisor, a new type of TAMP.

Patria to buy majority stake in Brazilian CLO manager Solis Investimentos

Patria partner José Augusto Teixeira said the acquisition strengthens the firm’s position in a “large, underserved and rapidly growing” credit market

T. Rowe Price Transitions to Charles River’s Enterprise Multi-Asset Investment Management Platform

This latest milestone marks the transition from proprietary infrastructure to Charles River’s cloud-based platform, delivering enhanced efficiency and scalability.

Bill Gates to unveil major investment at Abu Dhabi Finance Week as global leaders converge

Asset managers and global investors managing $63tn in AUMs set to attend four-day annual showcase

SIFMA Encouraged by SEC Plan to Ease Path for Small Company IPOs

During an annual state of the industry briefing, SIFMA leaders backed SEC Chair Paul Atkins’ call for easier reporting requirements for smaller companies to help facilitate more IPOs, along with fewer regulatory burdens for already public companies.

Janes Capital Partners Advises American Casting Company on its Strategic Investment by Arcline

The Company’s rapid prototyping capabilities and end‑to‑end process control establish ACC as a trusted supplier on the most demanding aerospace and defense programs, from marquee aircraft engines to next-generation unmanned systems.

Private credit and life insurers: Is there a problem?

At present, however, there are three major concerns around these holdings.

Goldman Sachs Announces Agreement to Acquire Innovator Capital Management

Acquisition will add $28 billion in assets under supervision (AUS)1 to Goldman Sachs Asset Management’s broad range of custom portfolio solutions and active ETF capabilities

Goldman Sachs acquires ETF firm for $2 billion in latest deal to bolster asset management division

“By acquiring Innovator, Goldman Sachs will expand access to modern, world-class investment products.”

State Street Investment Management Becomes the Distributor for Select Sector SPDR® ETF Franchise

This change does not impact the funds’ investment objective or investment strategy.

Associated Banc-Corp to acquire American National in $604 million all-stock merger

As of September 30, 2025, American National reported total assets of $5.3 billion, total loans of $3.8 billion and total deposits of $4.7 billion.

Pinnacle, Synovus merger receives federal regulatory approval

The companies announced Tuesday a greenlight from the Federal Reserve System Board of Governors.

Alternative Investments