Managers of Wealth Americas

Fidelity Launches Turnkey Model Portfolios Focused on Private Markets

The open-architecture models will invest in private equity, private credit and private real estate.

Edward Jones secures conditional approval to launch federally chartered bank

Led by banking veteran Andrea Moss, Edward Jones Bank plans to launch in early 2027.

RPAs Face Growing Competition from Wealth Advisors over 401(k) Participants

Convergence of wealth and retirement at work is attracting more financial advisors

Bank of America taps LSEG to boost AI-enabled client services

The collaboration is designed to help clients analyse market conditions more efficiently, identify trends and make more informed decisions.

Private Markets’ Race Toward Retail Spurs Demand for Data and Transparency

Expansion of private markets’ investor base is reshaping data requirements, partnerships, and industry standards

Guardian Announces Strategic Partnership With Avantos

Next-generation technology will help Guardian advisors deepen client relationships and support clients’ financial well-being

Neuberger launches short duration income fund

The fund will be managed by a team of senior portfolio managers including Ashok Bhatia, David Brown, Michael Foster and Matthew McGinnis.

Seven Bridges Wealth Advisors Launches As Full-Service Independent Firm

New structure allows Seven Bridges to provide enhanced client experience through access to additional wealth management capabilities, advanced technology and flexible solutions

Marlen López: “Business Consolidation Is Reflected in the Rise of Independent Models and RIAs”

“More advisors are migrating toward models that allow them to operate with greater autonomy and control over their practices”

State Street Investment Management Expands Industry’s First Actively Managed Corporate Target Maturity ETFs Suite

Launch of State Street® MyIncome High Yield Corporate Bond ETFs Enhances Bond Laddering Toolkit for Investors

Citi Announces its Blueprint for Housing Opportunity Initiative — A $60 Billion Commitment to Enhance U.S. Housing Affordability and Help Create and Preserve 250,000 Units Over Five Years

Citi Foundation will also Deploy $50 Million in Philanthropic Grants to Non-Profits Addressing Housing Challenges in their Communities

$1.2 Billion Bard Financial Services Transitions to Osaic’s Empowered Independence Channel

Connecticut-Based Team Chooses W-2 Model to Strengthen Succession Planning and Client Engagement

$1.2B RIA Chooses Beacon Pointe Advisors for Its Next Phase of Growth

Beacon Pointe strengthens its New England presence with a strategic addition, supporting approximately $62 billion in total assets.

Canadian banks expected to post strong quarterly results; analysts say shares near peak

Those results, along with normalizing credit and strong earnings from wealth management and capital markets, helped banking stocks surge an average of 38.6% last year

Advisors taking close note of 10-year Treasury yield in wake of latest inflation data

The U.S. central bank has maintained a 2% inflation target. January's PCE inflation data will be released on March 13.

BlackRock Active Equity Veteran Belinda Boa To Leave Firm

BlackRock did not immediately reply to an emailed request for comment or messages left via phone calls.

Aventura Private Wealth Closes Second Anduril Industries Offering via Aventura Defense Ventures

The firm's initial allocation was fully placed with participating eligible investors, reflecting continued interest among accredited investors seeking exposure to private companies operating in defense technology, aerospace, artificial intelligence,

Aventura Private Wealth Closes Second Anduril Industries Offering via Aventura Defense Ventures

Alejandro Hernandez Expands ARH Global Advisors LLC as Multi-State Fiduciary & Private-Client Financial Advisory Platform

With professional licensure and operations across New York, California, and Texas, Hernandez has positioned ARH Global Advisors as an integrated advisory firm combining wealth strategy, real estate advisory, insurance planning, fiduciary consulting, and p

Allocate Closes 2025 with Record Growth, Serving 325+ Wealth Advisory Firms

350% Asset Growth Driven by RIA Expansion and Fund Manager Integrations; Signals Private Markets as Core Wealth Management Offering

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