Managers of Wealth Americas

Canada’s economy steadied in Q3 after trade-led contraction in Q2

Manufacturing and wholesale sales volumes rebounded by an annualized 6 ½ % in Q3 to partially reverse large declines (-11.7% and -9%, respectively) in Q2.

The Future of Wealth Management Depends on Next Generation Talent

With a wave of retirements looming, shifting client expectations, and a rapidly evolving economic landscape, establishing a strong talent pipeline is not just good business — it’s essential.

Monogram Wealth Partners, With $700 Million in Assets Under Advisement, Joins Arkadios Capital

The firm's partners have guided clients through multiple economic cycles and policy shifts, offering stability and insight across generations.

GTCR Announces Acquisition of Fiduciary Trust Company

Firm partners with CEO Austin Shapard to enhance service offerings and build upon independent wealth manager and trust company's 140-year history

Michael Burry, Famous for the Film The Big Short, Shuts Down the Hedge Fund Scion Asset Management

The investor had spent around $9.2 million on the purchase of approximately 50,000 put options on Palantir, and noted that the options would allow him to sell shares of the tech company at $50 each in 2027

Clearlake to Acquire Pathway Capital Management

The acquisition represents a significant expansion of Clearlake's private markets platform, adding complementary capabilities and reinforcing its position as a leading diversified alternative asset manager with assets under management growing to $185

Broadridge and Xceptor combine to offer unified tax platform

With this partnership, Xceptor Tax will be integrated with Broadridge’s Global Tax & Client Reporting Solution to create an end-to-end solution for multi-jurisdictional tax relief-at-source, tax reclaims, and digital regulatory filing.

Three theories on the global financial situation: debt, growth, and AI dynamics

This is because another factor is driving the stock market: artificial intelligence and the prospect of falling interest rates.

US-UK Investment Flows and Jersey’s Critical Role

What are critical considerations for US investors when it comes to the practicalities of how investments can be structured?

Diversify Continues Growth with $650M Harding Financial out of Boston

Harding's arrival follows the recently announced additions of Boston Wealth Advisory Group, a $170 million team out of Boston, and $450 million Inventa Wealth Advisors based in Salt Lake City.

Acuity Knowledge Partners Integrates S&P Capital IQ Data to Drive Next-Gen Insights in Agentic AI Powered Agent Fleet

The collaboration brings company intelligence, financials, estimates, transactions and professional data into Agent Fleet.

Morgan Stanley Investment Management launches private markets Eltif

The strategy targets high-conviction opportunities spanning private equity, private credit, real assets and select public investments.

RBC and DoorDash extend program to deliver new and greater value for more Canadians

RBC is delighted to deepen our relationship with DoorDash

State Street Investment Management Announces Changes to ETF Lineup

Trading of all shares will be suspended on each Liquidating ETF’s principal U.S. listing exchange at the open of market on May 13, 2026.

Private Investment Fund Managers’ Assets Surge in the U.S.

More than half (52%) of global private investment fund assets are held in funds domiciled in the United States, according to Ocorian’s Global Assets Monitor

Osaic loses multi-billion dollar asset firm Priority Financial Group to United Planners' Financial Services of America

Priority Financial Group, with an RIA of $3.1 billion in assets, is moving its broker-dealer operations to United Planners' Financial Services of America, an advisor-owned firm.

Mercer Advisors Deepens Tax Capabilities With Addition of Beach Freeman Lim & Cleland

Tax specialist firm expands Mercer Advisors’ Southern California footprint, strengthens family office platform to meet growing demand for sophisticated tax planning

SEI Investments Company (SEIC) Delivers Solid Q3 Results following $100M Net Sales Event

The firm, overseeing around $1.8 trillion in assets as of September 30, offers financial tech, operations, and asset management services.

Morgan Stanley launches the analysts’ dream job. Gen Z bankers turn their misery into content

The only real downside is that you have to put your name on “Buy” and “Sell” recommendations, which can be quite embarrassing if they turn out to be wrong.

State Street to Extend Strategic Relationship with Intesa Sanpaolo

Integration of Intesa Sanpaolo’s technology services strengthens State Street’s position as a primary securities services provider in Europe

Alternative Investments