Managers of Wealth Americas

Wells Loses $470M Team to RayJay, Adds $400M Private Wealth Broker from Merrill

Jordan Krawec first registered nine years ago with Fidelity Investments and moved to Wells in 2019.

Astraeus Launches AI-Native Infrastructure for Wealth Management Firms

New platform to help advisory firms move beyond fragmented technology stacks and build intelligent, auditable, and scalable enterprises.

SEI Launches ANGU ETF, Bringing Factor Research to Traditional Index Exposure

Designed to Deliver Broad U.S. Equity Exposure Through Transparent, Cost-Efficient, Research-Enhanced Approach

Susan Shields top-ranked as private wealth lawyer in Chambers High Net Worth 2026

The annual guide to the world’s leading private wealth lawyers and advisors also honored the firm’s Tax and Family Wealth Group in its 2026 edition.

Flagstar Private Bank announces full implementation of operating model, expanded leadership, and new client capabilities

Strategic evolution deepens client relationships, broadens product capabilities, and positions Flagstar Private Bank for long-term growth

Aspen Standard Wealth buys Denver advisory firm

Denver PWM services include investment management, retirement planning, tax-efficient planning, and legacy planning.

Perigon Wealth Management: Building a Tech Stack Through Partnerships

Jon Seif of Perigon Wealth Management discusses why the firm seeks vendors who will partner with them rather than focus on the “next individual feature.”

Broadridge and Payward Services Collaborate to Give xStocks Holders a Voice in Corporate Governance

Broadridge’s unified governance platform enables xStocks holders to submit voting preferences for shares underpinning their tokenized equities, closing one of the clearest gaps between tokenized equities and traditional stock ownership

Family Offices Sidestep AI Fears in Deal Spree for Robotics Bets

Jeff Bezos’ namesake investment firm boosted its allocation to US robotics software startup Generalist AI.

Advisor moves: Ameriprise, Prospera, Raymond James land teams with $920M in assets

A 27-year Merrill veteran, Florida advisors, and a trio of New Jersey advisors just moved to new platforms.

Modera, Simplicity announce new acquisitions in busy day for industry M&A

Two RIAs expand their geographic footprints with deals in New York's Capital Region and coastal Alabama.

AlphaCore Wealth Advisory Strengthens Northeast Presence With Addition of Brave Family Advisors

Momentum continues with the addition of eight professionals, expanding AlphaCore's presence in the Northeast, a key strategic growth area for the firm

Family Offices Growing in Number, Size

Expansion can warrant professionalization and put offices in competition for personnel with asset managers and institutions.

AlphaCore takes over Brave Family Advisors

The deal broadens AlphaCore’s footprint in the northeastern US, supporting its longer-term expansion plans.

BNY and Galaxy Collaborate to Advance Digital Asset Infrastructure

The relationship pairs the strengths of an onchain infrastructure leader with the scale of a trusted leading global financial institution to expand digital asset services

Hightower Signature Wealth Adds $2.5B in AUM* Through Addition of Stearns Financial Group

The practice first partnered with Hightower in 2020 and, as part of HTSW, will gain access to expanded operational and investment capabilities through a fully integrated model.

Broadridge Reports Fourth Quarter and Fiscal Year 2026 Results

Raising annual dividend by 12% to $4.36, 20th consecutive annual dividend increase

WTW Investments and SEI Partner to Expand Private Markets Solutions for Defined Contribution Plans

Collaboration Aims to Broaden Access to Alternative Products in Retirement Ecosystem

Modera Wealth Management Expands New York Presence

Albany-based Aaron Lieberman joins Modera as a wealth manager and principal, strengthening the firm's presence in New York's Capital Region

Sequoia Financial Acquires $1.36B Twin Cities RIA

The Akron-based RIA adds another Minneapolis-St. Paul firm, its first RIA acquisition this year.

Wealth and Asset Management