Managers of Wealth Americas

Broadridge’s Distributed Ledger Repo Platform Processes $368 Billion in Average Daily Trade Volumes in November

November 2025 ADV up 466% Year Over Year, Highlighting the Rapid Adoption of Tokenized Settlement

Good News, Wealth Management: Here Come the Insurance Companies

While traditional wealth managers have focused on investment performance and asset accumulation, a fundamental shift is occurring in what clients actually want.

Summit Financial invests in Ivy Wealth Management

Summit Financial’s minority-stake investment in Ivy Wealth Management adds $500m in client assets.

Vanguard plans to expand in Miami to target Latin American wealth – report

Vanguard also plans to expand offshore services in other US locations, including California and Houston, within the next 12 to 18 months.

Bank of America expands crypto access for wealth management clients

The Week in Breakingviews newsletter offers insights and ideas from Reuters' global financial commentary team.

Flex raises $60m Series B to scale AI private bank

The fundraise comes as the company responds to accelerating demand from business owners who struggle with fragmented financial workflows.

US markets could advance in 2026 despite headwinds, says RBC Wealth Management

Banking group sees room for stock and economic growth, even with caution advised.

SEI Completes First Stage of Strategic Investment in Stratos Wealth Holdings

Business Partnership Highlights Commitment to Helping Advisors Scale and Grow

Pathstone Family Office Execs Detail How to ‘Parent Amidst Wealth’ In New Family Enterprise USA Webcast

The complexities of discussing money, entitlement, and wealth to children of successful families is the topic of a new webcast featuring executives of Pathstone Family Offices and Family Enterprise USA’s Pat Soldano.

JP Morgan AM bets on semi-liquids in multi-asset alts push

The $4tn asset manager is sticking its flag in the private markets kingdom, gearing up for semi-liquid launches 'in the not-so-distant future'.

Mercer Advisors acquires Glass Jacobson

The deal strengthens Mercer Advisors’ presence in the Mid-Atlantic region and expands its reach across the Baltimore and Washington.

RBC Posts Record Earnings of C$20.4 Billion, Boosts Profitability Target

Royal Bank of Canada beat estimates on strong results in its capital-markets and wealth-management divisions, capping off a year of brisk trading activity, and set higher targets for returns on shareholders’ capital.

National Bank of Canada's fourth-quarter profit rises on strong wealth management business

Bank of Nova Scotia beat profit estimates on Tuesday powered by strength in its capital markets segment.

Wealth Enhancement Announces Acquisition of FPG Private Wealth, a Hybrid RIA with Over $532 Million in Client Assets

This partnership brings the firm's total client assets to more than $127.8 billion.

What The Burgeoning UHNW Clientele Wants From Advisors

Family Office Executives Share 2026 Predictions And Trends In UHNW Client Demands

BlackRock partners with AWS to deliver Aladdin on secure, scalable cloud infrastructure

Aladdin on AWS offers clients cloud choice, scale and innovation

Bank of America says its wealth management clients may put up to 4% of their portfolio in crypto

The firm is endorsing a 1%-4% allocation to digital assets for clients of its Merrill, Bank of America Private Bank, and Merrill Edge platforms.

Global Salon: Goldman Sachs On Multigenerational Wealth And Meaningful Management

The US continues to generate new wealth at scale, and parts of Europe have seen renewed activity in specific sectors.

Broadridge Named a Leader in Wealth Management Technology in IDC MarketScape 2025 Assessment

The IDC MarketScape evaluated 13 worldwide technology providers across two dimensions – Capabilities and Strategy – and Broadridge was named to the Leaders Category for both.

SMA: The case of the new management arriving from America

The remainder are multi-line solutions, less consistent with the "private" spirit they are supposed to embody.

Wealth and Asset Management