Managers of Wealth Americas

Bank Of America Highlights Women Advisors And Refines Italian Leadership Narrative

The shares recently closed at $55.39, with a 1.7% return over the past week and a 21.1% return over the past year.

KeyBank Deepens Middle Market Commitment with Family Office Banking Team

Five-Person Team Led by Ward Nixon Brings National Family Office and Sponsor Finance Expertise; Strategic Investment Differentiates Commercial Bank's Integrated Platform

Bluespring Wealth Partners Welcomes $2.3 Billion SHP Financial

Addition of the New England-based firm marks an expansion in the region for Bluespring, bolstering its existing community of high-performing advisors

IG Wealth Management Simplifies Product Shelf to Better Serve Clients

They include multiple fund mergers and one fund termination.

$1.5B RIA Aerodigm Wealth Launched From Accounting Firm Buyout

Aerodigm Wealth launches after completing a management buyout of the wealth division of Oregon-based Delap accounting firm.

The Oasis Group and Practifi Release White Paper on CRM Selection in Wealth Management

Leading industry research provider and CRM platform partner to deliver practical roadmap for financial advisors beyond the build-vs-buy decision

Aerodigm Wealth Becomes Independent Advisor to Ultra-High-Net-Worth Individuals and Families

The Aerodigm approach integrates tax-aware advice into the portfolio allocation process and multigenerational planning structures to help UHNW clients navigate complex financial lives, achieve their goals and preserve their legacies.

Forbes Best-in-State 2026 Wealth Management Team in Pennsylvania

Smith Wealth Advisory Group has been named to the 2026 Forbes list of Best-in-State Wealth Management Teams in Pennsylvania

Fosun Wealth Holdings' FinChain has reached a deep strategic cooperation with Avalanche.

FinChain to Integrate the Avalanche Network, Targeting the Development of RWA Tokenization for Traditional Financial Assets in Asia.

Schroders and Apollo to deliver next generation investment solutions in ambitious multi-channel partnership

Innovative partnership leverages the best of Schroders and Apollo to deliver improved client outcomes, with ambition to reach multi-billion-dollar annual flows across both new and existing clients

How to prepare an heir for the $84 trillion wealth transfer including the red flags

When preparation lags behind wealth, the consequences can extend well beyond finances.

14 William Blair Women Wealth Advisors Named Best-in-State by Forbes

The rankings are based on data from top-performing women advisors nationwide, evaluating several factors including assets under management, industry experience, and compliance records.

Family offices pave road to AI success

A focus on data, processes and culture allows family offices to make the most efficient digital transition, while ensuring that any changes are incremental

J.P. Morgan reaches new milestone with 133 honorees on Forbes’ 2026 top women wealth advisors ranking

Nine advisors were named America’s Top Women Wealth Advisors

Better-than-expected growth points to a stable US, European outlook

Despite the continuing impacts of US tariffs on consumers and trade, we expect global growth to stay close to potential, and broadly stable compared with 2025’s levels.

Broadridge Reports Second Quarter Fiscal 2026 Results

Reaffirming FY'26 guidance including Recurring revenue growth constant currency, Adjusted Operating income margin, and Closed sales

A Notable 17 Northwestern Mutual Advisors Recognized Among Industry's Best on Latest Forbes Lists

Advisors who appear on Forbes' annual lists stand out in the industry, with honorees receiving acclaim for their client service, adherence to ethical standards, and other quantitative metrics including revenue and assets under management.

Margins under pressure: EY’s Jun Li on why asset management’s growth story is changing

AWM leader explains why asset managers face shrinking margins despite AUM growth, and how clarity, focused transformation and adaptability will define the industry’s next winners

Summit Wealth Group Announces Merger with Premier Private Wealth

Merger will Launch Summit Family Office Services to Meet Increased Demand from Ultra-High-Net-Worth Families

Brookfield Asset Management Announces Record 2025 Results and 15% Dividend Increase

Fundraised a Record $35 Billion in the Fourth Quarter; $112 Billion for 2025

Wealth and Asset Management