Managers of Wealth Americas

Thomas Ruggie Named To InvestmentNews 2025 Hot List

Celebrating the 100 "Top Leaders Shaping the Future of Wealth Management and Driving Innovation"

AI, Product Innovation, and Next-Generation Investors Set the Course for the Future of Asset and Wealth Management, MMI-Broadridge Survey Finds

Firms are embracing AI to drive efficiency and personalization while confronting structural shifts in product demand, workforce needs, and investor expectations.

Wealth management employee class action settlement reaches $25.5m accord

This class action settlement will benefit more than 4,400 current and former wealth management employees.

Private markets to account for more than half of global asset management industry revenues by 2030 – with global AuM to hit $200 trillion: PwC 2025 Global Asset & Wealth Management Report

Asset managers target convergence with wealth managers and FinTechs, and look to AI and technology to drive cost-effective digital ecosystems tailored to servicing more diverse client segments

Merit Financial Advisors Acquires Blueprint Wealth Advisors, Adding $1.2B in Assets

The acquisition expands Merit's presence in Illinois and Wisconsin, including entry into the Chicago market, and adds $1.2 billion in total assets.

OP Pohjola enters strategic partnership with three leading global asset and wealth managers

As originally published by OP Pohjola, November 20, 2025.

CIBC Private Banking named Best Private Bank in Canada by Global Finance

This year's awards focus on financial firms that are excelling at combining digital resources with expert advisors.

Broadridge’s Tokenization Capability Enables Societe Generale’s First U.S. Digital Bond Issuance

First U.S. digital bonds issued as security tokens on the Canton Network blockchain with Societe Generale-FORGE acting as registrar

OneVest Expands Multicurrency Capabilities, Strengthening Global Wealth Management Operating System

This enhancement builds on OneVest's recent multilingual update and further strengthens the global infrastructure firms rely on to deliver consistent client service across geographies.

LPL Financial Welcomes Longstreet Wealth Management

Despite operating from different towns, the team enjoys collaborating and values the fresh perspectives each member brings, believing that sharing ideas leads to new opportunities.

US wealth manager enters Luxembourg in bid to create world’s largest family office

Luxembourg multi-family office leader talks about takeover by Corient, why demand is growing and why he expects more consolidation

GTCR to acquire Fiduciary to boost wealth management

GTCR will partner with Fiduciary’s CEO Austin Shapard and management team to accelerate growth.

As market rallied to record highs last quarter, ultra-rich family offices bought beaten up stocks

AI enthusiasm boosted global markets to record highs

J.D. Power: Advised and DIY Investors Seem to Like AI Assistants

In a client satisfaction survey of digital wealth management platforms, J.D. Power finds both advised and DIY investors like working with AI-driven assistants—at least to start.

IG Wealth Management 2026 Market Outlook: Policy Tailwinds, AI Investments and Wealth Effect Will Shape Growth

Throughout 2025, artificial intelligence (AI) dominated conversations across sectors.

Family Offices Merge to Create $10B Wealth Manager

The combined firm launches with backing from private equity investor BW Forsyth Partners.

How household wealth is helping drive consumption in the US

This concentration of spending power means aggregate demand is far more fragile than headline figures may suggest.

Beacon Pointe Acquires $1.2B Female-Led RIA

The addition of Hemington Wealth Management represents Beacon Pointe’s 12th deal this year, and its fifth female-led team.

Insigneo Attracts Founding Member of $6 Billion Raymond James Team

Insigneo announced the addition of "The Americas Financial Group" to its ranks, a new team formed by José Cabrera Sr., along with José Cabrera Jr. and Kristina Cabrera

JP Morgan Private Bank outlines investment strategy for 2026

The outlook identifies AI as a major driver of industry transformation, cost reduction and productivity growth.

Wealth and Asset Management