Managers of Wealth Americas

$1.2B RIA Chooses Beacon Pointe Advisors for Its Next Phase of Growth

Beacon Pointe strengthens its New England presence with a strategic addition, supporting approximately $62 billion in total assets.

Canadian banks expected to post strong quarterly results; analysts say shares near peak

Those results, along with normalizing credit and strong earnings from wealth management and capital markets, helped banking stocks surge an average of 38.6% last year

Advisors taking close note of 10-year Treasury yield in wake of latest inflation data

The U.S. central bank has maintained a 2% inflation target. January's PCE inflation data will be released on March 13.

BlackRock Active Equity Veteran Belinda Boa To Leave Firm

BlackRock did not immediately reply to an emailed request for comment or messages left via phone calls.

Aventura Private Wealth Closes Second Anduril Industries Offering via Aventura Defense Ventures

The firm's initial allocation was fully placed with participating eligible investors, reflecting continued interest among accredited investors seeking exposure to private companies operating in defense technology, aerospace, artificial intelligence,

Aventura Private Wealth Closes Second Anduril Industries Offering via Aventura Defense Ventures

Alejandro Hernandez Expands ARH Global Advisors LLC as Multi-State Fiduciary & Private-Client Financial Advisory Platform

With professional licensure and operations across New York, California, and Texas, Hernandez has positioned ARH Global Advisors as an integrated advisory firm combining wealth strategy, real estate advisory, insurance planning, fiduciary consulting, and p

Allocate Closes 2025 with Record Growth, Serving 325+ Wealth Advisory Firms

350% Asset Growth Driven by RIA Expansion and Fund Manager Integrations; Signals Private Markets as Core Wealth Management Offering

Personal financial advisors in these states are paid the most for the lowest AUM

A handful of U.S. states pay top advisor salaries despite limited assets, reshaping hiring and growth strategies

LSEG seals multi-year data deal with Bank of America

The partnership provides Bank of America with access to LSEG’s integrated workflow solutions, led by LSEG Workspace and complemented by APIs and enterprise platforms.

RIA Crystal Ball Reveals Creative PE Funding, Mid-Market Mergers and Big Breakaways

Key themes emerge from 2026’s RIA banker and consultancy forecasting.

Banco Itaú and iCapital® Expand Partnership to Advance Private Markets Offering with New Technology Solution

The strategic collaboration delivers seamless digital workflows and institutional-grade data management for Banco Itaú’s private markets investment offerings across the bank’s key markets.

Nasdaq Launches Private Market Indexes

Nasdaq Private Capital Indexes tracks over 14,000 funds spanning private capital, private equity, private debt, real estate and fund-of-funds.

Carson Group Fully Acquires Carson Wealth in Scottsdale, Strengthening Next-Generation Advisory Firm

A fourth-generation Arizona native, Pine founded Integrated Wealth Management in 2001 after beginning his career in public accounting.

Captrust Buys $3.8B California-Based Alpha Cubed Investments

The Orange County, Calif.-based advisory firm brings 28 employees (including 16 advisors) to Captrust, which oversees more than $1 trillion in client assets.

North American investors expect US growth in 2026, brace for volatility

The study also found differences in approach among investor groups.

North American private credit managers expect defaults to stabilise, survey finds

Respondents cited tighter loan structures, closer engagement with borrowers and more conservative deal selection as key factors shaping their outlook.

Apollo Reports Fourth Quarter and Full Year 2025 Results

This dividend will be paid on February 27, 2026 to holders of record at the close of business on February 19, 2026.

Top bank revamps gold price target for rest of 2026

The move is bigger than it sounds, and the timing matters.

BCG and ElevenLabs Announce Strategic Partnership to Transform Enterprise Customer Experience with Conversational Agents

The two companies will bring agentic solutions to clients across industries, enabling new levels of customer engagement, service efficiency, and personalization.

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