Managers of Wealth Americas

Apella Wealth Expands National Presence with Addition of Iron Horse Wealth Management, Adding $574 Million in AUM

The entire Iron Horse team will join Apella, and Dennis Markway will assume the role of Regional Director.

Carson Group Fully Acquires Carson Wealth Office In Salt Lake City

Expanded relationship supports new business initiatives and opportunities for growth

HEDGE FLOW Hedge fund leverage reaches five-year high, buying bank stocks, Goldman Sachs says

The U.S. Federal Reserve held interest rates steady on Wednesday last week and indicated they were in no rush to cut interest rates.

CoinShares: Investors Look to Advisors for Risk Assessment on Digital Assets

The firm’s recent survey found that Bitcoin, crypto ETFs remain preferred methods to allocate to digital assets.

Citizens Financial Group: Rate Positioning Offsets Private Bank Gains

With updated financials and a new rate outlook, now is a good time to revisit CFG.

BofA sees $4,000 gold price on US debt concerns, not war

In April, the yellow metal soared to an all-time high of $3,500 as an unprecedented tariff war ignited by the US rocked the global markets.

NFSG Corporation Announces National Expansion Plans

NFSG’s national expansion opens the door for independent advisors coast to coast. We supply the technology, portfolio solutions, and brand strength they need to scale so they can stay laser-focused on clients.

IQ-EQ acquires U.S. based South Watch LLC

The business, which expands IQ-EQ’s footprint in the Boston market, was acquired from the majority shareholder, Everlane Equity Partners, and principal employee shareholders.

Financial planning for Canada's newcomers; an untapped market?

How advisors can meet the demand for financial advice and insurance

BlackRock Says Super-Rich Want Private Credit as PE Lags

The super-wealthy also are increasingly bullish about infrastructure investing, with 30% saying they plan to commit more of their money to the market.

Capital Group Study: Financial Advisors Have Historic Opportunity to Empower More Women to Invest

New research reveals how financial advisors can grow their practice by engaging more women clients during the Great Wealth Transfer

State Street Global Advisors Sees Strong and Growing Market Adoption of Proxy Voting Choice in Q1 2025

The State Street Global Advisors proxy voting choice platform offers investors a range of voting policies

David Giroux nominated for 2025 U.S. Morningstar outstanding portfolio manager award in allocation category

Award nomination is seventh of Giroux's illustrious career

Vanguard’s Multi-Class Active ETF Filing Signals Increased Cost Competition in Active Fixed Income

Vanguard does not appear to view itself as just an index fund manager but rather as a firm that can dramatically lower costs for investors in both indexed and active strategies.

Cetera Sends Second Open Letter to Commonwealth Advisors

Cetera Wealth Management President Todd Mackay draws on conversations the broker/dealer has had with Commonwealth advisors to continue a case they should jump before the LPL acquisition is finalized.

How Advisors Can Build (and Lose) Trust with 401(k) Plan Sponsors

Declining plan fees increase the potential for conflicts of interest not eliminated by fiduciary status.

Aidentified Unveils New Product Tiers, Enhanced User Experience, and Welcomes Dan Cavanaugh as Head of Wealth Management

These updates mark a major milestone in the company's evolution as it continues to scale in support of financial professionals and institutions nationwide.

Canadian households ended first quarter wealthier, despite headwinds

Market volatility and economic uncertainty aside, total assets grew again in Q1

Investors shun long-term US bonds as hopes for aggressive Fed rate cuts fade

But soft consumer and producer price readings in May, which so far have yet to show the effects of higher tariffs on inflation, have fanned expectations that the Fed could resume cutting rates soon.

BlackRock sets $400bn fundraising goal for private investment growth

The company's 2030 vision was outlined as it seeks to challenge competitors such as Blackstone, Apollo Global Management, and KKR in the alternative asset space.

Alternative Investments