Managers of Wealth Americas

Altruist to Launch Beta of New RIA Affiliation Option

Altruist Advisors, which will launch broadly in the fall, will provide the compliance, custody and operational infrastructure needed to build an independent practice.

Laura Valdez (Franklin Templeton): “A Large Part of the Growth of the ETF Industry Will Come From the Wealth Segment”

Currently, Franklin Templeton’s ETF platform stands at around $70 billion in global AUM, highlighting both the pace of growth and the scale achieved.

CMI Financial Group Secures Senior Financing from Royal London Asset Management

One of the United Kingdom’s most respected asset managers, this financing signals positive momentum for the Canadian residential lending sector and real estate environment

Inaugural MSCI State of Private Markets report points to an industry at an inflection point

As the asset class scales and draws new investors, pricing transparency remains elusive and demand for consistent data infrastructure is reshaping how the market operates.

The Kelley Financial Group Earns Forbes Best-in-State Wealth Advisors 2026 Recognition

Forbes ranking recognizes The Kelley Financial Group as the best-in-state wealth advisors 2026 and highlights disciplined financial leadership

Stonepeak to Acquire BMO Transportation and Vendor Finance

As part of the transaction, BMO will reinvest a 19.9% minority interest in the business.

$850M Ameriprise Team Leaves to Launch RIA With Integrated Partners

City Square Wealth Management’s six-advisor team has joined Integrated Partners with an office in Charleston, Mass.

U.S. Pensions Stick With America Even as Global Peers Turn to China

“For all the airs the institutional market puts on, they are still momentum investors at heart.”

Amgen To Present At The Bank of America Merrill Lynch Global Healthcare Conference

The webcast will be broadcast over the internet simultaneously and will be available to members of the news media, investors and the general public.

Citigroup targets more than $700bn in prime brokerage balances by 2028

Citigroup said the business was one of its investment priorities, with spending aimed at expanding coverage, capacity and analytics.

Advisor moves: Raymond James, Ameriprise add teams overseeing nearly $285M in assets

FNBO-backed recruits and a Boca Raton succession deal highlight continued advisor movement.

Apollo Funds Complete Acquisition of Prosol Group

UBS AG served as lead financial advisor to the Apollo Funds

A return to near-record highs is no reason to derisk in equities

Yet the geopolitical backdrop remains unsettled.

Advisors explain how they ensure their HNW clients meet their cash flow needs

Wealth managers explain how even the wealthiest of clients can be strapped for cash and how they work to avoid that from ever happening.

US Banks Drive Dividend Record

Global dividend payouts rose by almost seven percent in the first quarter of 2026.

Should investors review their AI investments?

After the recent rally, we believe investors should take another look at their AI investments.

Arax Lures $1.5B Upstate NY Firm from Wells Fargo

The group is leaving Wells Fargo to join Arax Advisory, a RIA subsidiary of the $43 billion Arax Investment Partners.

RIA Channel Saw Greatest Advisor Gains in 2025

Over 39,000 advisors changed firms in 2025, close to a decade high, with RIA and IBD channels seeing the strongest net gains, according to tracking by ISS MI.

State Street Investment Management and Galaxy Digital Bring Cash Management Onchain

State Street Galaxy Onchain Liquidity Sweep Fund (SWEEP) launches

Brown Advisory and RockCreek Agree to Join Forces

Both firms are united in their commitment to provide continuity in the performance, advice and service they are delivering to their clients.

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