Managers of Wealth Americas

Schwab Reports Overall Growth for RIAs, With Capacity Issues Emerging

Charles Schwab’s annual RIA survey showed strong growth for AUM, revenue and clients, but that demand is creating capacity and talent strains.

Atlas acquires RIA firm Central Wealth Management

As agreed, CWM founder Eric Heiting will now lead the wealth management division at Atlas

Morgan Stanley profits rise 15% as wealth and trading divisions shine

Wall Street bank’s unit serving high-income clients pulled in $59bn of net inflows during the second quarter

Eton Solutions Secures $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds

The funding comes as Eton Solutions experiences rapid growth.

Bluespring Wealth Partners Merger Creates $865M AUM Firm

Existing Bluespring partner firms, Hickory Asset Management and Ritter Daniher Financial Advisory, combine to strengthen Ohio-based presence

Quants and the Future of Wealth Management and Financial Advice

Advisors increasingly need to address multiple, sometimes competing financial goals across retirement planning, liquidity needs, and legacy aspirations.

Willow Bend Wealth Management, a $300 million Texas Practice Joins Merritt Point Wealth Advisors

This partnership marks a key milestone in Merritt Point’s continued expansion and long-term commitment to supporting elite independent financial advisors across the country.

US bank earnings live: Citi profits jump as trading, investment banking, wealth management units register growth

Flurry of financial sector reports expected to show investment banking still in the doldrums for another quarter

Spiegelman Wealth Management Launches Independent RIA Firm to Serve HNW Families

Family-run wealth management firm in East Bay leaves Commonwealth Financial Network® to pursue next chapter of growth, more personalized services for clients

Courting the Wealth Channel, Venture Capital Struggles as Other Private Funds Soar

Semiliquid funds covering private credit, real estate, and infrastructure attract high-net-worth investors.

Financial Advisors Increasing Private Market Allocations – Blackstone

Clients are showing a strong interest in private markets when introduced for the first time, according to the survey.

Top 50 IAM acquires another Zurich wealth manager

The SSI Group, which is a part of Cinerius Financial Partners, has announced a further acquisition with Monaval.

Sanctuary Wealth Lands Former Bank of Montreal Advisor Who Managed $580M In Assets

Advisor Bernard Reed has launched Velorum Wealth Management and aligned it with Sanctuary’s partnered independence model.

Morgan Stanley Investment Management Closes North Haven Venture Capital Opportunities Fund I With Over $280 Million

Investors encompass institutions from a wide range of geographies and include public pensions, corporations, foundations, and family offices.

Modern Wealth buys California advisory firm Kaye Capital Management

KCM is a fee-only advisory firm managing over $700m in assets and advising on an additional $300m.

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

Wealth and Asset Management