Managers of Wealth Americas

How to Recognize Alpha Potential in Active Equity Portfolios

In concentrated markets, it’s become increasingly difficult to outperform because portfolios that diverge too far from index weights in the US mega-caps pay a heavy performance penalty.

Probitas Canada to integrate Volante Canadian team

The combined team will place greater focus on Professional Lines, Construction and Auto, while building on existing strengths in Casualty, Cyber and Property.

Structured Income ETFs: Expanding Advisors’ Income Solutions

Equity-linked note ETFs provide diversified access to derivative-based income strategies

Private Credit Has Benchmarks. Now It Needs the Data to Back Them Up

As private credit institutionalizes, transparency must keep pace.

Global Captive Management expands to US domiciles

The company also received approval this week from South Carolina regulators to operate as an insurance manager.

Wealth Takeaways from Alts Earning Season

Public alternative asset managers sought to ease concerns about redemptions tied to semiliquid private credit funds while highlighting continued fundraising and strong operational performance.

Insigneo Refreshes Its Brand to Reflect Its Accelerated Growth in the Americas

The new slogan clearly defines the role Insigneo plays for its different audiences.

BlackRock launches new LTAF to expand DC pension access to private markets

BlackRock said the fund is intended to complement public market exposures and enhance long-term retirement outcomes for DC savers.

Tom Ruggie Named Barron's Top 1,500 Financial Advisors for 14th Time, and Forbes Best-in-State Wealth Advisors for 9th Year

Founder and CEO of Destiny Wealth Partners continues longstanding recognition among the nation's top financial advisors

Goldman Sachs Alternatives to Acquire QScale, a Leading Canadian Data Center Platform

The transaction marks a milestone investment in the Canadian data center market at a time when AI is driving an unprecedented step-change in compute demand, and sovereign AI initiatives are gaining momentum.

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.

Alternative Investments