Managers of Wealth Americas

Job hoppers more likely to keep retirement plan access, EBRI finds

Millennial workers retain coverage after switching employers more often than boomers did.

Australia's Drummond Capital Partners Secures Investment from Kudu Investment Management

Drummond's founders, Tom Schubert and Nick Reddaway, will remain majority owners and Drummond will continue to operate under the same leadership team, investment framework and client service model.

Harbourfront Wealth agrees C$1.775bn investment from Berkshire Partners

Audax Private Equity, the firm’s current capital partner, will retain a sizeable stake in Harbourfront after the transaction is completed.

Premier expands financial services relationships in Chicago

Chicago is an important market for the Cayman Islands because of its depth in offerings.

Edward Jones Offers Carefull Fraud Protection Free to Clients

The St. Louis firm made a minority investment in Carefull through Edward Jones Ventures; nearly one in four Americans reported being victims of fraud, research shows.

State Street Investment Management Expands Low-Cost Core Suite with New Nasdaq® 100 ETF

State Street® SPDR® Portfolio Nasdaq® 100 ETF (QNDX) offers access to large-cap market leaders at 10 bps

JPM launches two new global equity active ETFs

The two new ETFs will offer investors exposure to global equities and non-US equities

The Goldman Sachs & hedge fund guys advising Andy Burnham. What to say when you're stealing $5m from CFA Institute

Deep economic insights in Burnham's government may therefore come from elsewhere.

Wells Fargo revamps S&P 500 target for the rest of 2026

Wall Street expected the Fed to open the door to rate cuts, but Wells Fargo instead cited profits, not policy easing, as the reason stocks continued climbing.

Modera Wealth Management Expands Florida Presence with Northstar Transaction

The firm joins Modera to support long-term succession, client service and advisor growth, adding $311.6 million in assets to the growing RIA

Blackstone Launches SablePointe Credit Strategies to Expand Origination Capabilities Across Asset-Based Lending and Specialty Credit Markets

The platform complements BXCI’s scale, capital, and global reach with specialized industry knowledge and structuring expertise.

New ETF Launches Far Exceed Closures

Active ETFs have dominated the new product landscape, with 953 strategies launched in 2025, accounting for 84% of all new ETFs last year.

Baker Tilly to acquire Anchin, move headquarters to New York City

The full-service firm provides accounting, tax, and advisory services to privately held companies, investment funds, and high-net-worth individuals and families.

BlackRock sheds another 200 jobs, adopting regular cycle of cuts

The company is eliminating just under 1% of its workforce

Cetera Financial Snags $490M Team from Commonwealth

Tupelo Wealth Partners provides “comprehensive” financial planning and wealth management, retirement planning, saving, tax, and legacy planning.

Is Bank of New York Stock Outperforming the Nasdaq?

Companies with a market cap of $10 billion or more are typically referred to as “big-cap stocks.”

Lancashire expands US platform with three new lines

Lancashire Insurance US has launched financial lines and inland marine and environmental liability offerings, doubling the operation's underwriting capabilities from three product areas to six.

Employee Ownership Doesn't Guarantee Motivation

RIA executives say economic incentives align interests and show commitment, but firms must still prioritize culture and client care to drive true engagement.

Edelman CEO Sees Space for Alts in 401(k) Plans, With Personalized Guidance

Edelman Financial Engines CEO Ralph Haberli detailed how the firm seeks to connect workplace savers with personalized financial advice when the circumstances merit, including for alternative investments.

Reindustrialization of Europe and the US – 2026

How organizations are rebalancing resilience, investment, and industrial competitiveness

Alternative Investments