Managers of Wealth Americas

BlackRock’s Stephen Gough: Fixed income is in a ‘golden age’

Asian bonds offer attractive yields, diversification and robust credit fundamentals, BlackRock’s Stephen Gough tells FSA.

Carlyle, Bain in race to buy Wealth Enhancement for $7bn – report

Wealth Enhancement oversees nearly $160bn in client assets.

Envestnet Rebuilds Advisor Trading Platform as Wealth Managers Demand Institutional-Grade Workflows

The new platform replaces Envestnet’s legacy trading experience with a single environment built around how advisory firms manage portfolios today.

Wealth Professional reveals its 5-Star Advisory Teams for 2026

Nominated by investors, 35 teams are named in the list

Lazard net income plunges 91% over “elevated tax rate” in Q2 2026

Average assets under management were $279bn in the second quarter of 2026, 17% above the level of the second quarter of 2025.

Northern Trust stock trades steadily as wealth fees offset softer markets

For investors, the interaction between fee-based revenue and market levels now shapes the medium-term profile of Northern Trust stock.

Three William Blair Advisors Named to Barron’s Top 100 Women Financial Advisors

Lindsey Holton, Sarah Mercurio, and Jackie Moss

SEI Reports Second-Quarter 2026 Financial Results

On an adjusted basis, EPS and operating income grew 38% and 36%, respectively, with the adjusted operating margin increasing to 32%.

GDS Wealth Management Hosts Annual Client Appreciation Event

The evening opened with comedian and storyteller Kirk Smith, whose blend of humor and real-life experiences had guests laughing throughout his performance.

Citi Wealth Empowers Palantir Employees with Financial Wellness

Citi Wealth is committed to best-serving clients at all stages of their wealth journeys, and this partnership reflects the firm’s continued commitment to deliver that capability in the workplace.

Invested as One: Northern Trust Grants Employees Company Stock

Northern Trust Ties its One Northern Trust Strategy to Employee Ownership

Macquarie Asset Management Announces Successful Close of Aligned Data Centers Transaction

Transaction marks another significant milestone in Macquarie Asset Management's longstanding digital infrastructure investment strategy

Envestnet Launches Wealth Trading, Delivering a Modern Trading Experience for Advisors and Enterprises

Built with Advisor Input, Wealth Trading Unifies Portfolio Management, Trading, and Execution in a Single End-to-End Experience

Market Optimism Builds Despite Inflation Concerns, Morgan Stanley Wealth Management Pulse Survey Finds

More investors are considering portfolio changes amid a mixed backdrop

UBS Wealth Advice Center Expands National Footprint with New Hub at 23Springs in Uptown Dallas

The opening of the Dallas hub marks an important milestone in the continued growth of the Wealth Advice Center.

SWAN Wealth Management launches cross-border video series for Americans moving to Canada

New educational series addresses wealth preservation strategies, charitable giving, trusts, investments and estate planning before relocation

RBC Wealth Draws $1.6B Dallas-Based Team from Stifel

The team cited RBC's resources, credit and lending solutions and Echelon wealth management platform as factors in their decision to join the firm.

Fidelity Investments Expands Institutional Separately Managed Account (SMA) Lineup for Wealth Management Firms

New custom SMA strategies leverage investment capabilities of Fidelity’s enhanced and fundamental lineups while offering personalization and tax management

Massachusetts Selects Empower to Deliver Retirement Services, Continuing a 16-Year Partnership

Empower will continue the plan administration for roughly 300,000 public employees in Massachusetts with approximately $16B in AUA.

Cary Street Partners Wealth Management Opens New Richmond West End Office with Acquisition of Seneca House Advisors

Acquisition Marks Cary Street Partners 22nd Office Nationally and a New Location in the Firm's Home Market of Richmond

Wealth and Asset Management