Managers of Wealth Americas

Osaic Makes Strategic Majority Investment in Succession-Focused $700m Innovative Wealth Team

Expanded partnership marks major step in Osaic’s plan to offer succession planning solutions to advisors approaching retirement

J.P. Morgan advisors named to Barron’s top 100 women list

Three advisors ranked in the top 10 in the country

Global Real Estate Giant Greystar Launches Private Wealth Team

The company plans to raise private investor money for traditional funds alongside institutional capital.

Morgan Stanley Wealth Management Pulse Survey Reveals Surge in Bullishness as the Market Enters Q3 in Positive Territory

The survey explored investor views on sector opportunities for the third quarter of 2025

SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership

Partnership Reinforces Value of Advice, Delivering Wealth Management and Services at Scale

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

Navis Capital Partners Leads Round to Accelerate AI innovation and Global Expansion of Solution That 800 Families Use to Manage More Than $1 Trillion in Assets

$48,000,000,000 Wealth Management Firm Sees S&P 500 Heading to Massive Price Target Triggered by AI Adoption, Disinflation and More

In a new CNBC interview, the Indianapolis-based Sanctuary Wealth says conditions are conspiring to push risk assets such as the stock market to new record-high levels by the end of the year.

$2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo

Wisconsin-based Resonant Capital and QBCo will share clients across wealth and tax in an increasingly popular service model.

Goldman Sachs to Launch Private Credit Collective Investment Trust for the Defined Contribution Market

New Private Credit CIT To Be Part of Great Gray’s Panorix Target Date Series

Masttro Partners with Arch to Enrich Alternative Investments Reporting and Total Portfolio Visualization for Ultra-High-Net-Worth Families

Integration will streamline workflows and automate processes for tracking, managing and reporting on alternative investments

RBC Wealth Management partners d1g1t for performance and risk analytics tech

RBC has also led a new investment round in d1g1t with support from JAM FINTOP to help fuel the fintech's US expansion plans.

Maridea Expands Midwest Presence With Strategic Acquisition of Pinnacle Wealth Management

Green Sail Capital Partners acted as the exclusive sell-side advisor to Pinnacle.

Brookfield and Google Sign Hydro Framework Agreement to Deliver up to 3,000 MW of Homegrown Energy in the United States

The World’s Largest Framework Agreement for the Purchase of Hydroelectricity

Man Group to acquire Bardin Hill

Based in New York City, Bardin Hill is an opportunistic and performing credit manager.

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.

Wealth and Asset Management