Managers of Wealth Americas

Hightower Faces Class Action Suit Over Data Breach

An alleged former employee claimed the company failed to protect client information. Hightower is the latest industry firm to fall victim to a breach in recent months.

Citibank Announces $2 Billion Redemption of 5.438% Notes Due 2026 and $1 Billion Redemption of Floating Rate Notes Due 2026

The cash redemption price for the notes payable on the redemption date will equal par plus accrued and unpaid interest to, but excluding, the redemption date.

Women and the Great Wealth Transfer: The Shifting Center of Wealth Stewardship

This includes roughly $54 trillion expected to initially move through inter-spousal transfers, with 95% of surviving spouses projected to be women.

Creative Planning Expands International Footprint With MASECO Acquisition

The acquisition will add 123 employees and over $5 billion in assets under management.

BlackRock adds iCapital’s alternatives tech to Aladdin Wealth

This move gives financial advisors the ability to conduct alternative investment activities within a single integrated system.

Bank of Montreal targets 15% return on equity on wealth, US businesses growth

Investors are closely watching the bank's ability to deliver cost savings and revenue synergies as it ⁠scales its U.S. presence in a highly competitive market.

Ranchland Capital Partners Selects SEI to Support Alternative Funds

Strategic Relationship Reinforces SEI’s Position as Long-Term Partner for Alternative Investment Managers

Accelerated Wealth Partners and RIA Advisors Announce Strategic Partnership to Create a Leader in the Texas Wealth Management Market

Accelerated Wealth Partners will make a strategic investment in RIA Advisors to allow the firm to scale rapidly while strictly preserving its unique culture and high-touch service model.

Merrill and Bank of America Private Bank Launch AI-Powered Meeting Journey

AI solution modernizes the full lifecycle of client engagement

Shade Tree Advisors Introduces AI To Its Multi-Family Office Operations

The Firm Partners with Eton Solutions to Cut Processing Time by 80%, Redirecting Valuable Staff Time Toward Clients and Financial Planning Decisions

Composition Wealth Welcomes $900 Million Edgewater Wealth Management, Expanding Firm's Northwest Footprint

Team joins national firm for greater growth opportunities, expanded investment capabilities and client resources

The Rise of Multi Family Offices: Independence, Complexity, and Sophistication

Thomas Ruggie reveals why independent multi-family offices are fast becoming the go-to solution for those seeking truly unbiased, integrated, and sophisticated financial guidance.

L&G and Manulife Wealth & Asset Management Announce Strategic Global Partnership

This partnership underscores the joint commitment to delivering diverse investment solutions and expanding access to differentiated strategies for institutional, retirement, and retail clients globally.

Santander, World’s Best Private Bank for HNW Clients

Santander Private Banking has been awarded 15 prizes by Euromoney magazine.

Affluent Market: The Greatest Potential for Digital Transformation in Wealth Management

In Latin America, the markets where they see the greatest room for growth are Mexico and Brazil, where they still see relatively low penetration despite their size

Victory Capital withdraws from bidding war for Janus Henderson

Texas-based money manager’s decision to pull its proposal clears way for rival offer

MJP Wealth Advisors President Brian Vendig Named to the 2026 Barron’s Top 1500 Financial Advisors List

For investors, the list serves as a vital tool to help identify advisors with the experience and infrastructure necessary to manage complex financial needs.

Moss Adams Wealth Advisors Goes Independent, Unveils New Brand: Threadline Wealth

The new firm, majority led by management, launches as an independent RIA, positioning itself to collaborate broadly across the accounting profession while building a regional boutique wealth management firm.

BlackRock Fink says AI boom may widen wealth gap without broader market access

"Now AI threatens to repeat that pattern at an even larger scale."

William Blair Private Wealth Management Recognized by Barron’s

The advisors honored represent the firm’s offices in Georgia, Illinois, and Maryland.

Wealth and Asset Management