Managers of Wealth Americas

Carson expands in Colorado with Wambolt & Associates acquisition

Founded by Greg Wambolt in 2010, Wambolt & Associates manages around $570m in assets.

Private markets go retail: insights from industry leaders on the shift to access and inclusion

He pointed to technology as a key enabler.

Wealth Management Firm West Pine 43 LLC Announces Executives America Trust's (EAT)

This approach ensures that clients not only receive financial guidance but also receive a holistic level of service marked by heightened communication and transparency with their trusted advisors.

Apollo delays hiring junior bankers after pressure from Jamie Dimon

Private equity group’s boss Marc Rowan says he feels ‘compelled to agree’ with recent criticism

FTSE Russell, StepStone to Team Up on Private Market Indices

The two firms said they want to help investors better benchmark the performance of their private markets portfolios.

Moelis CEO-designate joins Wall Street in signaling dealmaking rebound after tariff pause

Investor sentiment soured and stock markets slid after U.S. President Donald Trump's "Liberation Day" tariff threats, stalling risk appetite and slowing deal activity.

US insurers take $1.1bn hit amid first-quarter losses

The figures are based on data submitted by insurance companies as of May 29

401(k) Record Keepers Facing Existential Moment

The biggest opportunities, challenges and threats discussed at the 2025 RPA Record Keeper Roundtable.

Faltering Confidence in US Markets Underpins Bullish Forecasts for Gold Prices

Investors have become increasingly wary about the impacts the tariffs are having on economic growth and inflation both in the US and globally, and, as such, gold is proving a convenient safe haven in the meantime.

HUB International Strengthens Wealth Management Services With Acquisition Of Veripax Wealth Management, In California

They specialize in risk-focused wealth management, retirement income planning and strategic financial planning.

3iQ and Criptonite AM launch data-driven digital asset strategy on SIX

The Multi-Factor AMC’s strategy objective is to capture multi-day and short-term market trends, using quantitative analytics to make data-driven investment decisions using advanced statistical models.

New York real estate investment manager requires consolidated Yardi reporting for new mega development in Florida

The client faced the task of entering the Florida sub-market with a transformational development project while establishing a new back-office team skilled in fund, property and development accounting operations.

Why Charles Schwab Is Taking a Slow-Go Approach to Alternative Investments

Schwab recently launched an alternative investment offering for retail investors—but the company set a high bar to participate.

Proposed USA Tax on International Money Transfers Sparks Global Concern

Triple Threat from US “Revenge Tax”, Risk of Further Dollar Selling

AndPartners Tops $25B in Client Assets to Start 2025: An ambitious start for a new wealth management firm aimed at changing the industry for the better

Unlike many of its competitors, &Partners is employee- and advisor-owned with a very broadly distributed equity base.

Alternative Investments