Another major private equity firm is acquiring wealth management operations in a deal which could lead to expansion of its US operations. Bain Capital is to acquire the wealth management division of ...

Words like "wealthy," "rich," and "upper class" get tossed around interchangeably, but in retirement planning they're not synonyms. Each describes a distinct slice of the U.S. wealth distribution, and ...

Federal Reserve data shows the median net worth for the top 10% of U.S. households exceeds $2.5 million, highlighting a sharp wealth divide. Overall median household net worth is $192,900, but wealth ...

The Federal Reserve's latest data shows U.S. household net worth soaring to $184.1 trillion in Q4 2025, a figure that initially suggests robust economic health. However, a deeper look reveals a stark ...

NEW YORK, April 14, 2026 /PRNewswire/ -- Cohen & Steers, Inc. (NYSE: CNS) today announced a series of leadership appointments and organizational enhancements designed to strengthen its U.S. wealth ...

For decades, wealth distribution has operated under a familiar playbook: Recruit more financial professionals, provide them with products and drive sales volume. That approach built impressive scale, ...

Jan 9 (Reuters) - U.S. household wealth hit a record high of more than $180 trillion in the third quarter of 2025 on the back of an AI-boom in the stock market and continued gains in home prices, data ...

Montreal-based alternative asset manager Sagard has hired Dayna Kleinman of Monroe Capital as head of its U.S. Wealth division, responsible for launching and distributing investment products to the ...

NEW YORK/ TORONTO, March 20 (Reuters) - Swiss bank UBS Group (UBSG.S), opens new tab is facing obstacles in revamping its U.S. wealth management business after losing billions of dollars in client ...

Paul Bernardi has joined Cohen & Steers as Head of U.S. Wealth Sales, a newly created position. Mr. Bernardi reports to Mr. Ispass and will be responsible for leading the U.S. Wealth Sales Group ...