Managers of Wealth Americas

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%.

Prudential Financial, Inc. Announces Full Year and Fourth Quarter 2025 Results

Net income attributable to Prudential Financial, Inc. was $905 million ($2.55 per Common share) for the fourth quarter of 2025

Clearstead Advisors Announces Acquisition of The Clarius Group

Deal Expands Family Office Capabilities for Ultra-High-Net-Worth Clients

EP Wealth Advisors Continues Southwest Expansion with Acquisition of LongView Asset Management

Expanding EP Wealth’s presence in New Mexico through a new partnership

CW Advisors Acquires Rovin Capital, Expanding Firm’s Presence in West

Transaction advances client service and regional growth strategy

Stifel CEO Floats Increasing Recruiting Budget for Broker Hiring Push

Kruszewski also threw cold water on the popular breakaway broker trend of advisors moving to independent firms.

Invesco Mortgage Capital Inc. Reports Fourth Quarter 2025 Financial Results

"During the fourth quarter, financial conditions improved, underpinned by two interest rate cuts from the Federal Reserve, robust corporate earnings and strong economic growth.

P10 and Bonaccord Capital Partners Team with CAIS to Expand Wealth Channel Access to GP Stakes Solutions

The collaboration comes amid surging demand for alternative investments among financial advisors

The Private Office (TPO) Announces Investment from Goldman Sachs Alternatives

The investment comes alongside a significant reinvestment by TPO’s management team, led by CEO Stuart Phillips, and is subject to FCA approval.

CIBC Asset Management Inc. announces ticker symbol change for CIBC Active Investment Grade Floating Rate Bond ETF

The investment objectives, strategies and existing name, as outlined in the prospectus, remain the same.

The little tiny hedge funds managing tens of billions

The most remarkable part of its story, however, is how few people it reached that point with.

RIA NorthRock Adds Ameriprise Team Overseeing $500M

By recruiting five-person team Martin & Associates, Sammons Financial-owned RIA NorthRock Partners jumps to over $11B in AUM.

Wall Street Pushes Solo 401(k)s as More Americans Work for Themselves

The likes of JPMorgan and Betterment are racing to offer solo 401(k)s to a new cohort

Goldman to pay CEO Solomon $47M for 2025

Goldman’s disclosure comes a day after JPMorgan Chase announced a $43 million pay package for CEO Jamie Dimon.

Volatility fuels rise of direct indexing and private markets in high-net-worth portfolios

Customization and private markets reshape high-net-worth portfolio strategy.

Pave Finance integrates with Fidelity to automate wealth management for RIAs

The wealth management space is set to double in size2 over the next decade, and independent RIAs have the potential to claim vast swathes of market share.

Alternative Investments