Managers of Wealth Americas

Wall St Week Ahead-Investors seek economic clues from bank earnings amid data fog

"It's going to come back to corporate profits, and earnings season is right around the corner."

Morgan Stanley Investment Management’s 1GT Leads $60 Million Series E in Corvus Energy Funding to help expand product portfolio and global presence

1GT led an investor consortium that includes Just Climate and J. Lauritzen.

The F2 formula: How Doug and Liz Fritz created a wealth management consulting powerhouse

The co-founding, husband-and-wife team of F2 Strategy explain how a need for industry expertise in wealth management consulting hatched their plan.

Investors flock to ‘ex-US’ stock funds in drive to diversify

Funds that exclude US stocks are attracting record inflows as investors ‘rebalance’ their exposure

Hedgeweek® US Awards 2025 winners announced

Hedgeweek® does not guarantee that other providers or surveys utilising the same criteria used to determine this award would reach the same conclusion.

Osaic adds $453m Oregon-based advice firm to its network

Pilot Rock is an eight-person advice team based in Medford, Oregon

Obsidian Planning Solutions

The acquisition would bolster Merit's expertise in business succession planning and enhance Obsidian’s operational scale.

Elevation Point Selects Vestmark for Comprehensive Portfolio Management and Trading Solutions

Elevation Point to leverage Vestmark’s SMA and UMA platforms, Advisor as Portfolio Manager capabilities, and tax management services, among other industry-leading technology solutions.

State Street Investment Management Enhances Its Low-Cost State Street® SPDR® Portfolio ETF™ Suite

Launch of State Street® SPDR® Portfolio Ultra Short T-Bill ETF (SPTU) Provides Investors with Low-Cost Access to Treasurys that Mature in a Year or Less

State Street Investment Management Enhances Its Low-Cost State Street SPDR Portfolio ETF Suite

Launch of State Street SPDR Portfolio Ultra Short T-Bill ETF Provides Investors with Low-Cost Access to Treasurys that Mature in a Year or Less

Fidelis Capital: Focusing on Returns Net of Fees, Taxes and Inflation

Why the firm often eschews working with third-party asset managers on fixed-income and equity investments.

Systematic hedge funds hit with daily losses in October, says Goldman Sachs

Losses stemmed from crowded trades and a sell-off where funds, seeking to curtail losses, rushed to dump bets simultaneously.

Cetera Snags $1.1B Commonwealth Team

King Financial Network will join Cetera’s Summit Financial channel partly due to the broker/dealer adding Fidelity custodial services as an option.

Citizens Financial Group (CFG): Evaluating If Shares Remain Undervalued After Recent Momentum

CFG’s latest boost adds to a solid stretch, as momentum has built notably throughout 2024.

Truist Securities raises Genmab stock price target to $49 on Merus acquisition

Truist Securities views petosemtamab as a potential blockbuster asset that could provide a significant offset to the expected future decline in Darzalex royalties for Genmab.

PNC Investments to Rebrand as PNC Wealth Management

New name reflects the business' broader scope of solutions and focus on advisory

JPMorganChase unveils J.P. Morgan Personal Investing

The new platform aims to merge J.P. Morgan’s global investment expertise, built over 150 years, with cutting-edge digital innovation.

Fifth Third Bancorp to buy Comerica for $10.9 billion in all-stock deal

When the deal closes, which both banks expect will happen at the end of the first quarter of 2026, it will create the ninth-largest U.S. bank — with roughly $288 billion in assets.

Cayman Finance showcases the Cayman Islands insurance sector in North America

At the end of September, Cayman Finance joined healthcare risk leaders at the American Society for Healthcare Risk Management (ASHRM) 2025 in Charlotte.

Independent Broker/Dealers Lead Channel Growth

The greater scale of the largest IBDs creates larger total inorganic growth opportunities that have helped to fuel the channel’s growth

Alternative Investments