Managers of Wealth Americas

Allocate Closes 2025 with Record Growth, Serving 325+ Wealth Advisory Firms

350% Asset Growth Driven by RIA Expansion and Fund Manager Integrations; Signals Private Markets as Core Wealth Management Offering

Personal financial advisors in these states are paid the most for the lowest AUM

A handful of U.S. states pay top advisor salaries despite limited assets, reshaping hiring and growth strategies

LSEG seals multi-year data deal with Bank of America

The partnership provides Bank of America with access to LSEG’s integrated workflow solutions, led by LSEG Workspace and complemented by APIs and enterprise platforms.

RIA Crystal Ball Reveals Creative PE Funding, Mid-Market Mergers and Big Breakaways

Key themes emerge from 2026’s RIA banker and consultancy forecasting.

Banco Itaú and iCapital® Expand Partnership to Advance Private Markets Offering with New Technology Solution

The strategic collaboration delivers seamless digital workflows and institutional-grade data management for Banco Itaú’s private markets investment offerings across the bank’s key markets.

Nasdaq Launches Private Market Indexes

Nasdaq Private Capital Indexes tracks over 14,000 funds spanning private capital, private equity, private debt, real estate and fund-of-funds.

Carson Group Fully Acquires Carson Wealth in Scottsdale, Strengthening Next-Generation Advisory Firm

A fourth-generation Arizona native, Pine founded Integrated Wealth Management in 2001 after beginning his career in public accounting.

Captrust Buys $3.8B California-Based Alpha Cubed Investments

The Orange County, Calif.-based advisory firm brings 28 employees (including 16 advisors) to Captrust, which oversees more than $1 trillion in client assets.

North American investors expect US growth in 2026, brace for volatility

The study also found differences in approach among investor groups.

North American private credit managers expect defaults to stabilise, survey finds

Respondents cited tighter loan structures, closer engagement with borrowers and more conservative deal selection as key factors shaping their outlook.

Apollo Reports Fourth Quarter and Full Year 2025 Results

This dividend will be paid on February 27, 2026 to holders of record at the close of business on February 19, 2026.

Top bank revamps gold price target for rest of 2026

The move is bigger than it sounds, and the timing matters.

BCG and ElevenLabs Announce Strategic Partnership to Transform Enterprise Customer Experience with Conversational Agents

The two companies will bring agentic solutions to clients across industries, enabling new levels of customer engagement, service efficiency, and personalization.

Patria Investments eyes US expansion with WP Global acquisition

Patria manages more than $51 billion in assets across five core asset classes and operates more than 35 investment strategies spanning over 100 products.

Ameriprise Adds $28B in Deal With Huntington Bank's Wealth Division

Huntington Bank will shift assets under its bank-owned broker/dealer, RIA and insurance agency to Ameriprise’s institutional group.

Captrust adds $2.4bn in assets with Meritage purchase

Meritage serves high-net-worth clients and institutions such as retirement plans, endowments, and foundations.

Nine Nonprofits Evolving to Meet Community Needs Named Citizens’ 2026 Champions in Action

Each organization to receive $50,000, volunteer engagement, and promotional support to strengthen community impact

Santander to acquire Webster Bank for $12.2 billion, allowing the group to achieve 18% RoTE in the U.S. by 2028 while creating a stronger, more competitive bank for customers

A stronger bank for customers and communities

Financial Advisors Increasingly Leverage COIs to Capture New Client Growth

Collaboration with CPAs, attorneys, and other professionals strengthens client acquisition and enhances practice capabilities

Jack Henry second-quarter profit rises on strong bank tech demand

The company's revenue rose ⁠7.9% to $619.3 million in ‌the reported quarter. Revenue from services and support increased 7.1%, while processing rose 9.1%.

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