Managers of Wealth Americas

Private Investment Fund Managers’ Assets Surge in the U.S.

More than half (52%) of global private investment fund assets are held in funds domiciled in the United States, according to Ocorian’s Global Assets Monitor

Osaic loses multi-billion dollar asset firm Priority Financial Group to United Planners' Financial Services of America

Priority Financial Group, with an RIA of $3.1 billion in assets, is moving its broker-dealer operations to United Planners' Financial Services of America, an advisor-owned firm.

Mercer Advisors Deepens Tax Capabilities With Addition of Beach Freeman Lim & Cleland

Tax specialist firm expands Mercer Advisors’ Southern California footprint, strengthens family office platform to meet growing demand for sophisticated tax planning

SEI Investments Company (SEIC) Delivers Solid Q3 Results following $100M Net Sales Event

The firm, overseeing around $1.8 trillion in assets as of September 30, offers financial tech, operations, and asset management services.

Morgan Stanley launches the analysts’ dream job. Gen Z bankers turn their misery into content

The only real downside is that you have to put your name on “Buy” and “Sell” recommendations, which can be quite embarrassing if they turn out to be wrong.

State Street to Extend Strategic Relationship with Intesa Sanpaolo

Integration of Intesa Sanpaolo’s technology services strengthens State Street’s position as a primary securities services provider in Europe

State Street and Albilad Capital Sign Strategic Agreement

Collaboration Enhances Albilad Capital’s Overall Securities Services Solution in the Kingdom of Saudi Arabia

Addi Secures a $71M Credit Upsize from Goldman Sachs, Fasanara Capital, and BBVA Spark, Reinforcing Global Confidence and Accelerating Its Growth

A renewed commitment from top financial institutions reinforces Addi’s capital position to close 2025, while accelerating its mission to build modern, inclusive credit infrastructure.

Deals & Moves: Carson and Wealth Enhancement Keep Growing

In addition, RFG Advisory adds to its platform and bank and retirement plan provider Alerus chooses Osaic Institutions as its broker/dealer.

Investors eye market ‘clarity’ as stocks rally on shutdown agreement

Global stock markets are trading higher after the U.S. senate approved the first stage of a deal to end the weeks-long federal government shutdown.

Charles Schwab to acquire Forge Global in $660m deal

Forge operates a private market platform that has facilitated more than $17bn in private company share transactions.

Tangerine and Engine by Starling sign agreement to provide next generation banking for millions of Canadians

Engine to provide complete digital banking platform for 2+ million Tangerine clients in Canada

Morningstar and PitchBook to Launch Comprehensive Index Suite for Evergreen Private Market Funds

New indexes deliver a full-service solution—integrating ratings, research, and private market data—to bring transparency and structure to a complex and fast-growing segment of the private markets.

Equitable Holdings Reports Third Quarter 2025 Results

Management net inflows of $1.7 billion, excluding the impact from Equitable’s life reinsurance transaction

Apollo Funds Commit $6.5 Billion to Ørsted’s Hornsea 3 in the UK

Apollo Infrastructure to Become 50-50 Joint Venture Partner in World’s Largest Offshore Wind Farm Project

RIA Platform Uptick Partners to Surpass $1B With Latest Additions

Uptick supports the launch of Coppertree Financial Planning, a $100 million practice out of Edward Jones, and a team of breakaways from an RIA in Kansas City, with $275 million.

Wealth shift redefines art market as next-gen collectors demand values before profit

Younger collectors drive a transformation forcing wealth managers to adapt

Billionaire Ray Dalio And JPMorgan Dump $150M Into Fruitist, The $1B Jumbo Blueberry Startup Crushing Healthy Snack

Distribution includes major chains such as Costco, Giant, Publix, ShopRite, Sprouts Farmers Market, Trader Joe’s, Wakefern, Walmart, and Whole Foods.

MAI Capital Announces Reorganization After Evoke Deal

Rick Buoncore remains chairman and CEO of the now $65 billion RIA, with former Evoke co-founder and head David Hou taking the role of managing partner heading UHNW clients.

$580B Wealthspire RIA Taking Shape After Madison Dearborn Acquisition

The combined RIA will operate under the Wealthspire brand, backed by a fresh $1 billion in debt financing and five firms with a history of collaboration, according to CEO Mike LaMena.

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