Managers of Wealth Americas

CW Advisors Acquires Rovin Capital, Expanding Firm’s Presence in West

Transaction advances client service and regional growth strategy

Stifel CEO Floats Increasing Recruiting Budget for Broker Hiring Push

Kruszewski also threw cold water on the popular breakaway broker trend of advisors moving to independent firms.

Invesco Mortgage Capital Inc. Reports Fourth Quarter 2025 Financial Results

"During the fourth quarter, financial conditions improved, underpinned by two interest rate cuts from the Federal Reserve, robust corporate earnings and strong economic growth.

P10 and Bonaccord Capital Partners Team with CAIS to Expand Wealth Channel Access to GP Stakes Solutions

The collaboration comes amid surging demand for alternative investments among financial advisors

The Private Office (TPO) Announces Investment from Goldman Sachs Alternatives

The investment comes alongside a significant reinvestment by TPO’s management team, led by CEO Stuart Phillips, and is subject to FCA approval.

CIBC Asset Management Inc. announces ticker symbol change for CIBC Active Investment Grade Floating Rate Bond ETF

The investment objectives, strategies and existing name, as outlined in the prospectus, remain the same.

The little tiny hedge funds managing tens of billions

The most remarkable part of its story, however, is how few people it reached that point with.

RIA NorthRock Adds Ameriprise Team Overseeing $500M

By recruiting five-person team Martin & Associates, Sammons Financial-owned RIA NorthRock Partners jumps to over $11B in AUM.

Wall Street Pushes Solo 401(k)s as More Americans Work for Themselves

The likes of JPMorgan and Betterment are racing to offer solo 401(k)s to a new cohort

Goldman to pay CEO Solomon $47M for 2025

Goldman’s disclosure comes a day after JPMorgan Chase announced a $43 million pay package for CEO Jamie Dimon.

Volatility fuels rise of direct indexing and private markets in high-net-worth portfolios

Customization and private markets reshape high-net-worth portfolio strategy.

Pave Finance integrates with Fidelity to automate wealth management for RIAs

The wealth management space is set to double in size2 over the next decade, and independent RIAs have the potential to claim vast swathes of market share.

Helping EB-5 Stand Out from Other Visa Programs

Industry leaders are engaged in raising awareness among Congressional leaders to reauthorize the program, ideally with a permanent version, to allow EB-5 to continue impacting American communities.

Fixed-Income ETF Use and Product Development Efforts Accelerate

Advisor familiarity is driving flows; ETF issuers respond to unmet demand

State Street and QNB Group Sign Strategic Agreement to Launch New Custody Servicing Model

Strengthening State Street’s Growth in Qatar and QNB’s International Presence

Ascentis Holdings Unites Three Firms as Single Platform

The restructured company combines wealth management, asset management and independent advisor services under one roof with plans for organic growth.

OneDigital Adds Private Investments to DC Plan Program

The investments, including private equity and private credit, will be available only through advisor-managed portfolios.

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.

Alternative Investments