Managers of Wealth Americas

Northwestern Mutual Launches Family Office Services

The firm assembled a team of over 40 specialists to deliver coordinated advice to clients with at least $50 million in net worth.

Apriem Advisors Earns Three National and Regional Recognitions in 2026

These recognitions reflect something our clients already know: that being independent and fiduciary isn't just a legal designation for us, it's how we actually operate every day.

Maine Community Bank Partners with Cetera Financial Institutions to Support Growth of Its Wealth Management Program

Partnership brings approximately $120 million in AUA, centered on growth and personalized service

Raymond James launches guided portfolios for high-net-worth advisor market

New model blends public and private markets as demand for alternatives among wealthy clients accelerates.

Northern Trust Wealth Management Expands Family Office Solutions Team in New York

Family Office Solutions provides ultra-high-net-worth families with institutional-grade capabilities and a dedicated team to help manage the complexities of multigenerational wealth.

Richter Family Office expands into Calgary

The Montreal firm signs a 10,000 sq. ft. lease and plans to hire up to 30 staff

Derek Pesta Named to 2026 Forbes Top Next-Gen Wealth Advisors Best-in-State List

This recognition underscores Pesta's holistic approach to wealth management and his deep commitment to superior client service.

Why IG handed over key fund management to Goldman Sachs

Florence Narine explains how the global giant convinced IG they could manage for Canadian retail investors

Family offices double down on stocks and private equity even as inflation spurs worry, Citi survey finds

Inflation displaced tariffs as family offices’ top investment concern in 2026, per a new Citi Wealth survey.

AI-powered tools reshape wealth management tech stack for advisors

Betterment, F2 Strategy and WealthReach push AI deeper into advisory firm operations with three deals this week.

Corient Expands to Cayman Islands with Acquisition of FortCay Family Office Advisory

Establishes Corient’s presence in a premier global wealth jurisdiction and enhances its expertise in serving families with complex cross-border needs

Prudential Advisors is now Prudential Wealth Advisors

New name reflects evolution to a modern wealth management platform

Fieldpoint Private Announces Successful Capital Raise

This investment underscores Fieldpoint’s commitment to a distinctive private client strategy focused on middle-market companies and high-net-worth families

Skybound Wealth picks Savills as top property partner

Skybound advisers will pass property referrals to Savills

Citi Wealth’s 2026 Global Family Office Report Reveals Clients Are Shifting Their Focus Towards Public Equities

Today’s leading family offices are building long-term strategies underpinned by three key themes: capital, capability and continuity.

Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in August

All amounts are expressed per share of common stock and are based on accounting principles generally accepted in the US, which may differ from federal income tax regulations.

LPL Financial Welcomes Cornerstone Advisors and Clear Pointe Wealth Management

The teams reported serving approximately $1 billion in assets* and join LPL from Northwestern Mutual.

Brookfield Corporation Announces Pricing of $600 Million Notes Due 2031

The offering is expected to close on September 23, 2026, subject to the satisfaction of customary closing conditions.

Cerity Partners to Welcome the Contant-Leit and Wacht Groups of Shufro Rose & Co., Deepening Its Presence in New York City

The combination brings together colleagues with shared values and a fiduciary-driven commitment to comprehensive, client-first advice, uniting the Contant-Leit and Wacht Groups under the Cerity Partners brand.

Beta Wealth Group Expands With New CPA-Led Tax & Accounting Firm

New offering connects year-round tax strategy with the decisions shaping clients' wealth

Wealth and Asset Management