Managers of Wealth Americas

Scotiabank to Offer Wealth-Management Services to State Bank of India's High-Net-Worth Clients in Canada

The Indian bank currently offers full-service retail, commercial and corporate banking services to clients in Canada.

Global wealth detaches from borders as 1 in 5 ultra wealthy are now foreign-born

The report forecasts a rapid increase in the net worth of global UHNW individuals.

J.P. Morgan Private Bank Unveils 2026 Mid-Year Outlook: Promise and Pressure

Building on those three themes, J.P. Morgan Private Bank's 2026 Mid-Year Global Investment Outlook examines how each has accelerated, setting out the risks, opportunities, and implications for investors.

BuzzFeed, Inc. Announces Proposed Majority Stake Investment by Byron Allen’s Family Office

Jonah Peretti to Transition to President of BuzzFeed AI

Nitrogen Launches Tool for Advisors to Capture Wealth Transfer Beneficiaries

Nitrogen’s Legacy Center targets advisor concerns about missing out on beneficiaries of the much-discussed wealth transfer.

IMA adds $400M wealth management team through CFS partnership

The transaction adds three private wealth advisors and strengthens IMA’s presence in Colorado, which the company described as a priority market.

Scotia Wealth Management enters an arrangement with SBI Canada Bank to offer wealth management services to SBI Canada's high-net-worth clients Français

The arrangement positions both SBI Canada and Scotia Wealth Management to deliver more coverage for clients locally in Canada while supporting their financial needs.

Franklin Templeton Launches New Private Markets Models with Corastone

The asset manager partnered with Corastone to create portfolios spanning private equity, private credit, private real estate and private infrastructure with monthly rebalancing capabilities.

Broadridge Deploys Agentic AI at Institutional Scale Across Capital Markets and Wealth Operations

Powered by the Industry’s First Completed Financial Services Data Ontology, Broadridge’s AI Partnership Model Delivers Up to 30% Operational Cost Reduction Today with Additional Savings over Time — Available as Full Managed Services or S

MCF buys Kentucky wealth manager Hoff Bujnoch & Associates

The purchase increases MCF’s footprint in Northern Kentucky and broadens its financial planning and wealth management operations.

Key Private Bank named a winner for ‘Regional Private Bank’ at the 2026 Family Wealth Report Awards

Key Private Bank’s repeated recognition underscores its long‑standing commitment to helping clients navigate complex financial needs across generations.

Goldman Sachs, J.P. Morgan, TD Securities, Morgan Stanley, and Bank of America Join LTX in Bid to Unlock Greater Liquidity in Corporate Bonds

Broadridge-backed LTX to add Representatives from J.P. Morgan and TD Securities to its Board of Directors

Wealth Enhancement Announces Acquisition of Sherpa Wealth Strategies, a Hybrid RIA with $108 Million in Client Assets

This partnership brings Wealth Enhancement's total client assets to more than $148.2 billion.

Cerity Partners Named to USA TODAY's Best Financial Advisory Firms List for 2026

The annual ranking recognizes top registered investment advisory (RIA) firms in the United States based on an independent third‑party evaluation.

2,314 Merrill Advisors Recognized on the 2026 Forbes Best-in-State Wealth Advisor Lists, more than Any Other Firm

Forbes Names 59 Merrill Advisors to America's Top Wealth Advisors, Including the #1 Advisor

Citi changes referral pay for bankers and wealth advisers

In the memo, the bank said it was introducing “partnership awards” across its banking and wealth management operations to reward “meaningful cross-business collaboration”.

Steward Partners Acquires Jazz Wealth, Expanding into Florida's Gulf Coast

The eight-member team, based in the Tampa Bay area, brings approximately $450 million in client assets to Steward Partners' rapidly growing M&A Channel

Wealth Enhancement Announces Acquisition of Lake Tahoe Wealth Management, an Independent RIA with $318 Million in Client Assets

This partnership brings Wealth Enhancement's total client assets to more than $148.1 billion.

Apollon Wealth Management Welcomes Senglaub Financial, Adding $650 Million in Client Assets and Expanding Presence in Wisconsin

This partnership expands Apollon’s footprint in the Midwest and strengthens its network of family-led advisory teams committed to long-term client relationships.

High-Touch Service Drives Wealth Management Client Referrals

Cerulli finds firms risk losing clients—and referrals—when personal interactions give way to self-service models

Wealth and Asset Management