Managers of Wealth Americas

Lazard Announces Results of Cash Tender Offer of Lazard Group LLC

The terms and conditions of the Tender Offer were described by Lazard Group in an Offer to Purchase

Blackstone spends huge amounts protecting its staff

Senior executives like Schwarzman benefit from the services of "close protection agents" assigned to keep them safe.

Strategists Warn U.S. Equity Valuations are Starting to Overheat

While broader leadership can be constructive for market health, the source of that leadership matters.

BlackRock Sees 50-Basis-Point Fed Rate Cut in September 2025

His comments align with BlackRock’s institutional market outlook, which anticipates a resumption of rate cuts in the fourth quarter, reinforcing a broader market consensus that the Fed is moving toward a more accommodative stance.

LPL Closes Commonwealth Deal, Pushes Final Integration to Q4

LPL CEO Rich Steinmeier expects to retain 90% of Commonwealth Financial Network’s advisors.

How fund managers have succeeded in beating the market again

The previous high-water mark for global active fund managers to hang their rather battered hats on came in December 2021, when 40% of them beat a passive alternative over a five-year period.

North Dakota Growth Fund Receives Additional $150 Million Commitment and Announces Two New Investments

M25 is an early-stage venture firm investing solely in tech startups headquartered in the Midwest.

Wells Fargo Reiterates a Buy Rating on Citigroup

While we acknowledge the potential of C as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk.

The Union Bank Co. Partners with Osaic Affiliate Savage and Associates

New relationship brings $127 million from LPL to Osaic’s network, provides Union Bank clients access to expanded financial planning and investment services

Morningstar, Inc. Reports Second-Quarter 2025 Financial Results

Through such efforts, we are creating a common language to help investors navigate the convergence of public and private markets.

Advisors object to canceled Schwab letter targeting high-net-worth RIA clients

Schwab intended for its outreach to begin on July 30

Post-asset cap, Wells chases government banking growth

In government banking, “we have felt it, reputationally,” a Wells executive said of the bank’s growth restraint and the issues that prompted it.

Equities stay strong, but fixed income dampens DB pension plan returns in Q2

Canadian equities continued to deliver, and plans with higher domestic allocations reaped the benefits.

State Street Investment Management Debuts Select Sector SPDR Premium Income ETF Suite

Newest Select Sector SPDR ETFs Provide Same Sector Exposure With Enhanced Income Potential

US Bank launches online education hub for small business owners

The new resource hub aligns with a commitment at U.S. Bank to support small businesses, which are a driving force in the economy and a vital source of employment.

Birch Hill, Brookfield to acquire First National Financial

The deal values the company’s equity at C$2.9bn ($2.1bn).

Harrison Street, ABS Investments Launch Private Wealth Divisions

The firms join a growing list of alternative asset managers building teams to target financial advisors.

iA Financial Corporation to acquire RF Capital Group Inc.

Strengthening iA’s position in the Canadian independent wealth management space

Arm price target raised to $194 from $150 at Morgan Stanley

A potential shift to chip making is gaining traction with investors and has “become a focus across all our investor discussions,” says the analyst, who would view “such a shift as transformative.”

US banks Pinnacle and Synovus unite in $8.6bn merger

The transaction, which is expected to close in Q1 2026, aims to create the largest bank in Tennessee and the largest bank holding company in Georgia.

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