Managers of Wealth Americas

Envestnet Deepens $1 Billion WealthTech Commitment, More Than Doubling Technology Investment in Tamarac

New AI Report Studio, Expanded Custom Model Solutions, And Full MoneyGuide Integration Mark The "Next Era of Tamarac," Giving RIAs Back Valuable Time and Expanding Investment Capabilities To Grow

Wealth Enhancement buys Arbor Capital’s advisory operations

Arbor Capital services include wealth management and broader financial planning delivered under a fiduciary model.

Can the ‘Vanguard Effect’ Extend to Wealth Management?

CEO Salim Ramji is pushing Vanguard further into financial advice with the deal to acquire Altruist, but the hill may be steep to win over RIAs.

Temenos and Celent: American Banks Face Growing Fight for the ‘Switchable Middle’

Three-quarters of consumers are only moderately satisfied or less with their primary financial institution

Aquiline to Invest in Flourish, a Leading Wealthtech Platform for Independent Advisors

Industry veteran David Canter to join board

Savant Wealth Management expands in New York with Socha acquisition

The fee-only RIA's ninth deal of the year builds on record 2026 M&A activity and a minority staking investment from Hamilton Lane.

Osaic Welcomes Midwest Financial Group to Advisor Network

Wisconsin-based team joins Osaic after nearly 35 years of serving families through wealth management, tax, insurance and employee benefits

Broadridge Brings G7 Securities to Institutional Tokenized Repo

Broadridge’s Distributed Ledger Repo solution expands cross-border atomic settlement and collateral mobility across G7 securities for global financing and collateral markets

Sequoia Financial Group Acquires $2.3 Billion RIA BSW Wealth Partners, Deepening Colorado Presence

Through this acquisition, BSW clients now have access to expanded solutions tailored to the complexity and source of their wealth

Cabot Wealth Management Becomes First Customer to Leverage Ridgeline Intelligent Outcomes

Massachusetts-based firm opts into Ridgeline's innovative AI-powered managed services model

The Quiet Force Reshaping Advisor Product Shelves

There's a quiet transformation happening inside advisory practices, and it has nothing to do with prospecting.

Hightower taps Dispatch to unify client data across Signature Wealth platform

Data orchestration firm Dispatch will manage client records across custodians as Hightower Signature Wealth scales past $35 billion in assets under management

Northern Trust inks digital investment infrastructure MoU with CSC

The companies say the MoU "establishes a framework for collaboration focused on emerging technologies including tokenisation, digital assets, and enhanced digital cash capabilities".

Sowell Management launches advanced planning unit to serve wealthy clients

The Arkansas-based RIA's new in-house unit targets wealth transfer, business succession and tax strategy for high-net-worth families

Partners of Centurion Wealth Management Named 2026 Top Financial Professionals by Northern Virginia Magazine

A decade of recognition also reflects the continuity behind Centurion's approach.

Hightower Picks FinTech Dispatch for Onboarding in its Signature Wealth Channel

Hightower’s growing Signature Wealth channel goes with wealth data ‘orchestrator’ Dispatch to manage back-office operations, including advisor and client onboarding.

Who Are the Fastest-Growing Wealth Management Firms in South Florida? Global Wealth Management Recognized for a Third Year

The recognition comes as the firm continues to expand its footprint across Florida, now serving clients from six offices between Fort Lauderdale and The Villages.

Wealth and Asset Management