Managers of Wealth Americas

Cetera Snags $1.1B Commonwealth Team

King Financial Network will join Cetera’s Summit Financial channel partly due to the broker/dealer adding Fidelity custodial services as an option.

Citizens Financial Group (CFG): Evaluating If Shares Remain Undervalued After Recent Momentum

CFG’s latest boost adds to a solid stretch, as momentum has built notably throughout 2024.

Truist Securities raises Genmab stock price target to $49 on Merus acquisition

Truist Securities views petosemtamab as a potential blockbuster asset that could provide a significant offset to the expected future decline in Darzalex royalties for Genmab.

PNC Investments to Rebrand as PNC Wealth Management

New name reflects the business' broader scope of solutions and focus on advisory

JPMorganChase unveils J.P. Morgan Personal Investing

The new platform aims to merge J.P. Morgan’s global investment expertise, built over 150 years, with cutting-edge digital innovation.

Fifth Third Bancorp to buy Comerica for $10.9 billion in all-stock deal

When the deal closes, which both banks expect will happen at the end of the first quarter of 2026, it will create the ninth-largest U.S. bank — with roughly $288 billion in assets.

Cayman Finance showcases the Cayman Islands insurance sector in North America

At the end of September, Cayman Finance joined healthcare risk leaders at the American Society for Healthcare Risk Management (ASHRM) 2025 in Charlotte.

Independent Broker/Dealers Lead Channel Growth

The greater scale of the largest IBDs creates larger total inorganic growth opportunities that have helped to fuel the channel’s growth

BMO Capital Raises Royal Bank of Canada (RY) PT to C$203

Stronger trading revenue and improved Corporate & Investment Banking income also contributed to the outperformance, BMO observed.

Brookfield Wealth Solutions Signs First Reinsurance Agreement in Japan with Dai-ichi Frontier Life

This agreement marks the first Japan-based reinsurance agreement for Brookfield Wealth Solutions after it established a representative office in Tokyo earlier this year.

Carlyle and BECON Investment Management Announce Strategic Distribution Partnership in Latin America and US Offshore Markets

The partnership aims to meet the increasing demand for alternative investments among qualified and high-net-worth investors in the region.

What Role Do Wealth Managers Play Amid Economic Uncertainty?

Community banks that offer wealth management can play a notable role in easing customers’ anxiety amid economic and financial uncertainty.

Dynasty Financial Partners Closes $125 Million Credit Facility to Support Growth Initiatives and Ongoing Innovation

Commitments from UMB Bank, Flagstar, J.P. Morgan, and Goldman Sachs Add to Dynasty’s Fortress Balance Sheet Position

More Seasoned Asset Managers Pivot to ETFs as Institutional Opportunities Thin Out

“It is the fastest growing part of the asset management business, so it’s hard to ignore,” says Westwood’s Brian Casey.

CAIS Expands Fund Menu as Private Markets Become a Core Pillar for Advisor Portfolios

Ares Management, AQR, BlackRock, Blue Owl, Coller, Eldridge, Fortress Investment Group, Franklin Templeton, Goldman Sachs, Golub Capital, Kayne Anderson, Kennedy Lewis, Morgan Stanley Investment Management, Eaton Vance, Nuveen, Veritas, and Vista Equity P

Active ETFs ‘coming of age’ to reshape asset management

Leading managers have made growth in active ETF platforms a strategic priority.

As TCR nears advisors should see it as an opportunity, says Manulife’s Chilcott

The firm’s head of retail intermediary distribution talks with WP

Oxford Financial Group, Ltd.™ Partners with d1g1t to Elevate Reporting and Digital Experience for Ultra High Net Worth Clients

Institutional-Grade Wealth Management Platform Enables Seamless Multi-Account Aggregation and Real-Time Analytics for Complex Portfolios

Broadridge and WealthFeed Partner to Offer End-to-End Advisor Lead Generation and Intelligent Nurturing

New partnership enables advisors to find and automatically nurture investors as they experience key life events

Schwab Wants to Add More Private-Firm Investments, CEO Says

“We would love to see retail investors be able to participate in the growth of private companies in our country,” CEO Rick Wurster said.

Alternative Investments