Managers of Wealth Americas

A Belgian Wealth Manager Explains Why It Thinks US Treasuries Aren't a Sustainable Bet

To many, the strategy would be unthinkable. But for almost two decades, a $60 billion wealth manager in Belgium has been shunning US Treasuries.

Abacus Global Management To Acquire a Strategic Minority Investment in Manning & Napier

The SAA is the primary value driver of the proposed transaction, which is expected to create a framework for strategic collaboration between the two platforms while preserving Manning & Napier’s independent operations.

Opinion: Scale, specialization and personalization will define wealth management

Clients are more empowered than ever — this is a key moment for the Canadian financial advice industry

Ty J. Young Wealth Management Acquires Senior Wealth Advisors

The partnership will provide Senior Wealth Advisors clients access to Ty J. Young Wealth Management's comprehensive suite of services and award-winning customer service.

Unified Managed Accounts | The Architecture of Scalable Wealth Management

At the center of this shift is Unified Managed Account (UMA) as the infrastructure powering scalable, personalized advice.

Merit Financial Advisors buys Yeomans Consulting Group

The purchase of Yeomans Consulting Group adds around $434m in assets to Merit’s books.

Strategies investors can implement to boost the resilience of portfolios

Substituting a portion of direct equity exposure with capital preservation strategies can help investors capture most of any potential gains while limiting potential losses.

Citizens charts private bank expansion

The regional bank intends to add at least five private wealth teams this year, as it seeks to differentiate with integrated service for high-net-worth clients, the bank’s president said.

Lisa M. Rossi, CFP® named to Forbes 2026 Best-In-State Top Women Wealth Advisors list

The Forbes Best-In-State Top Women Wealth Advisors ranking identifies and honors leading female financial advisors across the United States.

Nour Private Wealth Expands Its Multi-Family Office Expertise Amid Growing UHNW Demand

The firm has enhanced its capabilities across governance advisory, private market access, consolidated reporting, and coordinated planning to support increasingly complex family structures and global asset allocations.

Norwich Wealth Management | &Partners joined us today with a prehire AUM of $590M

They are supported by Dominic Shea, MBA, Senior Financial Consultant, Sonja Boehner, Practice Director of Operations, and Hunter Dodge, Senior Client Associate.

Easterly Asset Management to buy Olstein fund business

The deal outlines plan for Olstein’s mutual funds to be integrated into the Easterly fund structure.

Next generation of women enters wealth management, but revenue roles still dominated by men

Data shows younger women joining the industry while advisory power gaps remain wide.

Snowden Lane Partners Adds MSCI Wealth as Integration Partner to Elevate Portfolio Management and Advisor Workflow Capabilities

MSCI Wealth Manager was designed to support advisors’ efforts to provide tailored financial advice to their clients

Wealth and Asset Management