Managers of Wealth Americas

Integrated Partners, RFG, and Coldstream hail 2025 growth records

The firm reported $23.8 billion in assets under advisement as of September 30.

Wealth Enhancement Pens 3 Deals; EP Wealth Expands in Phoenix

In addition, MCF Advisors makes its first acquisition since the WPCG stake and DayMark sells a minority stake to Constellation.

Bullish Equity Analyst Consensus Is a Worry for Some Investors

Such lockstep views are generally considered a contrarian signal — when everyone’s leaning the same way, the imbalance often rights itself.

Trian, General Catalyst to Buy Janus Henderson for $7.4B

Trian already owns 20.6% of Janus Henderson’s shares.

Coherent Solutions closes strategic investment led by IceLake

The company builds and modernizes digital products and platforms for growing scale-ups and established global brands.

Bank of America Says Investors Dangerously Low on Cash, Triggering Ominous Signal for Markets

Current levels are well beneath that threshold, the report notes.

Blackstone and Phoenix Financial Announce Partnership

Under the agreement, Phoenix and Blackstone will collaborate across a range of credit strategies

Man Group Expands US Wealth Offering with Launch of Two Additional ETFs

The actively managed Funds, which will be listed today on Nasdaq, seek to provide capital growth over the medium to long-term and bring the firm’s ETF offering in the US wealth market to four Funds.

OnePoint BFG Wealth Partners Achieves Major Growth Milestones, Adds to Leadership Bench and Expands National Platform in 2025

OnePoint BFG also successfully executed a comprehensive rebrand designed to strengthen advisor alignment, culture and client experience.

Bluerock real estate fund debuts on NYSE and slides sharply

The fund now trades with the ticker symbol BPRE.

Mercer Advisors Expands in Idaho With Addition of McConnell Financial Advisors

Female-led firm broadens $90B RIA’s reach across Boise and Sun Valley, advancing a personalized approach designed to empower women to achieve financial freedom

Goldman Sachs, T. Rowe Debut First Four Joint Models

The model portfolios combine mutual funds and ETFs and are geared toward mass affluent and high-net-worth investors.

Global equity funds draw largest weekly inflow in five weeks

Investors acquired global equity funds of a net $12.9 billion, the highest for a week since $22.72 billion net additions in the week through November 5.

360 Financial Celebrates 30 Years as Fiduciary, Award-Winning Wealth Management Firm in Minnesota

360 Financial has been honored with multiple awards including Forbes Best-in-State Wealth Advisors

Engel & Völkers Reveals Lifestyle Priorities Are Shaping Global Investment and Migration Trends

The global experts at Engel & Völkers Private Office anticipate that lifestyle factors will continue to shape residency decisions of UHNWIs in the coming years.

Bank of America says this corner of the market is the best 'run-it-hot' trade for investors in 2026

"We say long commodities the best 'run it hot' trade in '26, and long despised oil/energy without question the best 'run-it-hot' contrarian trade," the team said.

Retail investors who have a significant stake must be disappointed along with institutions after Stockland's (ASX:SGP) market cap dropped by AU$507m

Every investor in Stockland should be aware of the most powerful shareholder groups. With 52% stake, retail investors possess the maximum shares in the company.

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