Managers of Wealth Americas

Forbes Ranks Pence Wealth Management’s Laila Pence No. 1 Among Southern California Women Advisors

The firm specializes in serving high-net-worth individuals and families through integrated wealth planning and investment management strategies.

First Financial Bankshares Renames Wealth Company to First Financial Wealth Management

The name change takes effect immediately and will be reflected across all communications, locations, and materials over the coming months.

With more people and larger fortunes, the UHNW wealth transfer takes on new complexity

Four in 10 UHNW clients are over 70, with female wealth control set to nearly double, setting up opportunities for advisors.

Mercer Claims Ex-Employee Took Client Info To New Role

The RIA alleged that the former advisor emailed confidential client lists to a personal account before joining a competitor, resulting in $23 million in lost assets.

Ameriprise Financial explores strategic paths as wealth management competition intensifies

Ameriprise Financial stock reflects a growing strategic emphasis on advice-driven wealth management while competition from large US banks and independent platforms keeps the pressure on margins and growth assumptions.

Activest Wealth Management Launches Family Office Governance Program for Multigenerational Families

Firm collaborates with family enterprise scholar and advisor Dennis T. Jaffe, Ph.D., to bring a structured governance framework to ultra-high-net-worth families.

Aris Investing Named as a Finalist in the 2026 Wealth Management Industry Awards for Direct Indexing

The finalist recognition reflects Aris Investing's continued focus on helping financial advisors deliver more personalized investment experiences while addressing the growing complexity of portfolio management.

Credent Wealth Management Named InvestmentNews Employer of Choice Award Winner, Recognized Across Leading Industry Awards

The firm also earned recognition across several other industry awards programs in 2026.

Successful first closing for Van Lanschot Kempen’s North America-focused private equity fund

Clients commit $120 million to Kempen North American Private Equity Fund II

Goldman’s RIA Custody Making Gains on Name Recognition, UHNW Focus

Goldman Sachs is still a nascent entrant in the RIA custody market, but the brand name helps some advisors with the move to independence, according to industry players.

Wealthfront reports platform assets reach $99.1 billion in June

Despite the growth in investment advisory revenue, Wealthfront faced challenges due to a decline in cash management revenue and increased operating expenses.

SDR Ventures Advises Elk River Wealth Management on Partnership with AlphaCore Wealth Advisory

AlphaCore gives our clients and our team access to resources and capabilities we couldn't offer on our own

Aspen Standard Wealth Welcomes CWS Financial Advisors to Its Growing RIA Platform

Aspen’s affiliated RIAs now total $15 billion in assets under management

Hightower Signature Wealth Continues Expansion with Addition of $5B+ from Three Advisory Practices

The model is designed to allow advisors to spend more time focused on clients while benefiting from the scale and resources of a larger organization.

Morgan Stanley Stock And 2 Wealth Managers Tied To Private Asset Growth

Morgan Stanley’s wealth engine sits at the intersection of private markets, crypto access and fee risk

Wealth is going ‘woke,’ says UBS: Rich people are now ‘younger, more female—and more openly queer,’ thanks to the Great Wealth Transfer

As these individuals begin passing on their fortunes, sums will go immediately to their Gen X, millennial, and Gen Z successors, and some cash will go to spouses.

Ondo Finance Launches First-Ever Custodial Tokenized Securities in the U.S., Broadridge Partners to Integrate World Class Governance

Under this model, which closely follows the SEC’s third-party custodial model, the underlying shares never leave the traditional U.S. regulated custody chain.

Wealth and Asset Management