Managers of Wealth Americas

Choreo Makes First Acquisition Under New CEO

Choreo's acquisition of affiliated RIAs Northeast Financial Group and Herbein Financial Group, with $1.3 billion in combined assets, represents its first deal since 2023, as it redoubles M&A efforts.

No fear of ‘cockroaches’? Private credit funds raise billions as investors look past warnings

Bridgewater founder Ray Dalio has also cautioned of mounting stress in venture capital and private credit markets

State Street Completes First Eurex Repo Trade for MN

State Street can now enable the buy-side to access the liquidity benefits of clearing, without some of the onerous onboarding, operational, and custodial requirements of a direct membership of a Central Securities Depository.

Raymond James Breakaway Launches RIA in Chicago

The team, led by Benjamin Cohen, has created Cohen Capital Advisors, with Fidelity and Schwab as custodians.

Retirement plan sponsors slow-walk private asset adoption, new report finds

The selling points of private investments are potentially higher returns over time and diversification.

AIG to leverage CVC’s investment expertise in new strategic partnership

Concurrently, AIG intends to allocate up to $2 billion to SMAs and Funds managed by CVC, with an initial $1 billion to be deployed through 2026.

Regulatory Volatility Keeps JPMorgan Cautious on Capital One Financial (COF)

While the target hike was positive, JPMorgan flagged elevated near-term volatility for card issuers following U.S. President Donald Trump’s proposal to cap credit card interest rates at 10% for one year.

Community Financial System, Inc. Significantly Expands Its Wealth Management Services With Acquisition of ClearPoint Federal Bank & Trust

The all-cash transaction is valued at $40 million

Retirement savings hit record $48.1T as Americans keep investing

New data reveals surging IRA and 401(k) balances powering historic growth in US retirement wealth.

Deutsche Bank expands support for PayPal to strengthen global payment capabilities

This collaboration builds on the considerable volume that Deutsche Bank already processes annually for PayPal, providing scalability and resilience.

Fidelis Capital Selects Opto Investments to Elevate its Private Markets Program for UHNW Families

Multi-family office leverages Opto platform to expand private markets access, deliver more personalized investments for ultra-high-net-worth client base

Retail Channel Marketshare Gains Ground, Nearing Parity with Institutional

Retail and institutional channel assets reach all-time high

Integrated Adds Kansas-Based Advisors With $300M From Keating

Pisces Wealth and Hillside Wealth join Integrated from Keating Financial Advisory Services, an RIA that broke away from Raymond James over the summer.

Pearson and Deloitte announce new alliance

Pearson and Deloitte alliance to equip enterprises and government organisations with AI-powered learning and address the global skills gap

CIO maintains a positive outlook on US equities

Upcoming bank earnings are likely to remind investors of robust fundamentals.

American exodus fuelling prime London property growth

This represented a continuation of trends established in previous years as there was also a sharp rise in 2024 when the number of US expatriates jumped by 47.8 per cent compared to 2023.

The Mather Group announces partnership with Hogan-Knotts

Founded in 1979, The Hogan-Knotts Financial Group delivers financial planning, investment management, and advisory services.

State Street Supports Columbia Threadneedle UCITS ETF Launch

The first active exchange-traded funds issued by Columbia Threadneedle Investments in Europe

Morgan Stanley Capital Partners Completes the Sale of Alliance Technical Group

These initiatives broadened Alliance’s capabilities, enhanced its technical depth, and positioned the company as a differentiated partner to customers navigating increasingly complex environmental standards.

Blackrock: why ETFs have new heights to reach

Despite market volatility, exchange-traded funds continue to soar.

Alternative Investments