Managers of Wealth Americas

What it takes to be wealthy in America: $2.3 million, Charles Schwab says

In fact, Americans now think it takes an average of $2.3 million to be considered wealthy, according to a Charles Schwab report released Wednesday.

H1 2025 equity recap: Business as unusual

In total, these six AI-leveraged stocks made up 79 percent of the S&P 500’s total return during the first half of 2025.

F2 Strategy Acquires Aliter Investment Services, Expanding into Asset Servicing Solutions

Addition establishes third vertical focused on pooled investment servicing, widening capabilities and reinforcing category leadership

Aspen Standard Wealth Acquires SKY Investment Group, an $880 Million AUM RIA in Hartford

Aspen creates permanent partnerships by investing in the long-term growth of successful RIAs

Modern Wealth Acquires Kaye Capital Management, Surpasses $8.5 Billion in AUM

Completing its 17th acquisition to date, Modern Wealth bolsters its corporate retirement planning capabilities and establishes a third office in California

Inside the first-half: 30 events, from selloff to snapback

The first half had it all — a blockbuster start, a sharp policy-driven sell-off, and a record-breaking rebound, all before the second act began.

BlackRock pushes deeper into private markets with purchase of ElmTree

BlackRock has spent more than $28 billion on related acquisitions in the past year

Bank of Montreal (BMO): Strong Fundamentals Justify Caution Amid Valuation and Rate Risks

BMO's wealth management division remains a key growth driver, with assets under management (AUM) growing at a compound annual rate of 7% over the past five years.

Rethink Perspectives: how should investors respond to the rise of a new world order?

What kind of world is emerging?

BBVA channeled €27 billion into the sustainable business of its emerging markets in 2024

Experts from BBVA and the BBVA Microfinance Foundation participated in the event where they stressed the need to promote the energy transition in emerging economies and boost development funding.

KKR says wealth investors shouldn’t be ‘blinded’ by secondaries returns

The buyout giant responds to controversy over evergreen funds presenting secondaries discounts as portfolio returns.

RBC Wealth Management's big second half calls

Following the first half volatility, RBC sees a ‘market weight’ position as sensible

Aquiline Completes Acquisition of SEI’s Family Office Services Business

Effective June 30, the business will now operate under the name Archway and deliver integrated technology and outsourced services that support the accounting, investment management, and reporting needs of family offices and financial intermediaries.

Steward Partners Acquires Consilium Wealth Management, Fueling the Continued Rapid Expansion of Its Legacy Division

Danville, California-based team brings $1.1 billion in assets to Steward Partners

Morgan Stanley Wins Two 2025 Celent Model Wealth Manager Awards for Technology Innovation in Wealth Management

Celent’s Model Wealth Manager awards recognize best practices of technology usage in different areas critical to success in wealth management and is the premier award that a financial firm in the industry can receive from Celent.

Mercer Acquires $1.1B Boston-Area RIA

O’Brien Wealth Partners, a next-gen team primarily owned and led by women, gains access to Mercer’s suite of integrated family office services.

Edward Jones to Buy Natixis Portfolio ‘Overlay’ Business in High-Net-Worth Push

The deal is the latest step in Edward Jones’ push to bolster its advisory account services and target wealthier investors.

Canada's Raymond James opts for FNZ wealth management tech

Raymond James says it will make "a significant investment" into its wealth management infrastructure through the new partnership.

The American Continent Led Wealth Creation in 2024

In contrast, the Asia-Pacific (APAC) region and the one comprising Europe, the Middle East, and Africa (EMEA) lagged behind, with growth rates below 3% and 0.5%, respectively.

Fifth Third Wealth Advisors® Surpasses $3 Billion in Net New Assets Under Management, Expands Platform Capabilities

This achievement underscores strong momentum and growing demand from both advisors and clients.

Wealth and Asset Management