Managers of Wealth Americas

Wellspring Financial Advisors Rebrands as Wellspring Family Office

The firm reinforces its commitment to serving the integrated planning and lifestyle needs of multi-generational, ultra-high-net-worth families

iCapital Announces Strategic Investment in Tangible Markets, Partners to Deliver Scalable Liquidity Solutions for Alternative Investment Funds

Strategic investment underscores iCapital’s commitment to create a more robust secondary market experience.

1789 Capital seeks $1bn for South Florida real estate push with Trump Jr. on board

CEO Harvey Schwartz has prioritised businesses such as AlpInvest, credit, and real estate in his simplification drive across Carlyle’s $465bn platform.

Aon Signs Definitive Agreement to Sell Significant Majority of NFP's Wealth Business to Madison Dearborn Partners

The agreement includes Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth and related platforms

Mercer Advisors Expands Oregon Footprint With Addition of Eagle Wealth Management

Bend-based firm with over $350 million in AUM brings tax-focused planning and a deeply personal client experience

Explaining 1031 Exchanges to Non-Professionals

As a Qualified Intermediary, JTC has helped large corporations and Delaware Statutory Trusts (DSTs) execute dozens or even hundreds of Section 1031 like-kind exchanges.

Mercer Advisors Adds $850M in Double Deal

West Oak Capital expands Mercer's footprint in Idaho and California, while Eagle Wealth Management builds upon its existing tax practice.

Citadel Securities is on track to pay its average employee $2m in 2025

Citadel Securities' results for the first half of 2025 suggest average pay at the firm is on track to be $2m this year.

LPL Anticipates Some Commonwealth Advisors Leaving To Start RIAs

Some of them may retain LPL as a custodian, but many appear to be making a full break.

NFP’s Wealthspire Makes First '25 Acquisition; Raymond James Snags Commonwealth Duo

In addition, Fortis Capital adds a $210 million RIA, Osaic snags a $170M broker/dealer, and Raymond James lands another Commonwealth team.

BofA’s president of Global Commercial Banking on best practices for securing the legacy of a multigen family business

Not every family member will be inclined to work in the business.

Large US Treasuries holdings in the Cayman Islands: What’s that about?

Some industry associations counter that such measures could make markets more unstable if they prompt sudden deleveraging.

State Street to Provide Range of Investment Services for Columbia Threadneedle for $431 Billion in Assets

We have enjoyed a successful decades-long relationship with Columbia Threadneedle

David Kowach’s &Partners Scores Another Win From Wells Fargo

The hybrid broker/dealer continues its recruiting streak with the Broadcloth Wealth team, led by David Nickel, who left Wells Fargo Advisors after 34 years.

State Street to Speak at the Barclays Global Financial Services Conference

A recorded replay will be available on the Investor Relations website later that day, for approximately ninety days following the presentation.

MAI Capital Management Announces Strategic Partnership with Evoke Advisors

The combination will create a national firm with approximately $60 billion in assets under management and advisement, bringing together two complementary, industry-leading businesses

SIMA urges reform of Canada's retirement-savings framework

Association says policy must change to make it easier for Canadians to save for retirement

MAI Lands L.A.-Based Evoke Advisors, Creating a $60B+ Firm

Evoke Co-Founder David Hou said the deal will boost the firm's current scale and resources.

Republic Capital Group Serves as Exclusive Investment Banking Advisor to Global Wealth Advisors in Partnership with Merit Financial Advisors

We are excited about our new partnership with Merit and the opportunities it creates for our clients and team

Carlyle to Acquire intelliflo from Invesco

The transaction includes intelliflo’s US-based subsidiaries, including RedBlack, a provider of SaaS-based portfolio rebalancing tools, and intelliflo Portfolio, a Portfolio Management software solution for US Registered Investment Advisors (RIAs).

Alternative Investments