Managers of Wealth Americas

The Private Capital Crisis Is Real

Eight ways to protect your clients and seize opport

Update: Managing wealth through crisis and war

How have markets responded to past geopolitical crises? What does this suggest for families' investment strategies?

iCapital® Acquires Hexure to Create the Industry’s First End-to-End Annuity and Insurance Technology Platform

The acquisition empowers financial advisors, distributors, and insurance carriers with a single integrated platform.

Wedbush Wealth Management Chooses Wealthbox as Enterprise CRM Platform to Streamline Advisor Workflows and Expand Technology Suite

This enterprise agreement makes Wealthbox available to users across the division's nationwide advisor network.

PIMCO Recognized as 2026 Asset Manager of the Year by Envestnet

Asset Managers Honored for Outstanding 2025 Performance During Envestnet Engage: Manager Forum in Charleston, SC

A Belgian Wealth Manager Explains Why It Thinks US Treasuries Aren't a Sustainable Bet

To many, the strategy would be unthinkable. But for almost two decades, a $60 billion wealth manager in Belgium has been shunning US Treasuries.

Orion Resource Partners completes largest ever fundraise, taking total assets under management to well over $9 billion

The fund attracted commitments from a highly diversified global investor base, including pension funds, sovereign wealth funds, and other leading institutional investors.

Quilter appoints J.P. Morgan for new long-short equity fund

The new strategy is designed to deliver positive returns

Citizens Private Banking coming to Greenwich

New Mason Street office will offer full-service platform to investors, businesses

Abacus Global Management To Acquire a Strategic Minority Investment in Manning & Napier

The SAA is the primary value driver of the proposed transaction, which is expected to create a framework for strategic collaboration between the two platforms while preserving Manning & Napier’s independent operations.

Opinion: Scale, specialization and personalization will define wealth management

Clients are more empowered than ever — this is a key moment for the Canadian financial advice industry

Ty J. Young Wealth Management Acquires Senior Wealth Advisors

The partnership will provide Senior Wealth Advisors clients access to Ty J. Young Wealth Management's comprehensive suite of services and award-winning customer service.

Unified Managed Accounts | The Architecture of Scalable Wealth Management

At the center of this shift is Unified Managed Account (UMA) as the infrastructure powering scalable, personalized advice.

Merit Financial Advisors buys Yeomans Consulting Group

The purchase of Yeomans Consulting Group adds around $434m in assets to Merit’s books.

Strategies investors can implement to boost the resilience of portfolios

Substituting a portion of direct equity exposure with capital preservation strategies can help investors capture most of any potential gains while limiting potential losses.

Citizens charts private bank expansion

The regional bank intends to add at least five private wealth teams this year, as it seeks to differentiate with integrated service for high-net-worth clients, the bank’s president said.

Lisa M. Rossi, CFP® named to Forbes 2026 Best-In-State Top Women Wealth Advisors list

The Forbes Best-In-State Top Women Wealth Advisors ranking identifies and honors leading female financial advisors across the United States.

Nour Private Wealth Expands Its Multi-Family Office Expertise Amid Growing UHNW Demand

The firm has enhanced its capabilities across governance advisory, private market access, consolidated reporting, and coordinated planning to support increasingly complex family structures and global asset allocations.

Norwich Wealth Management | &Partners joined us today with a prehire AUM of $590M

They are supported by Dominic Shea, MBA, Senior Financial Consultant, Sonja Boehner, Practice Director of Operations, and Hunter Dodge, Senior Client Associate.

Easterly Asset Management to buy Olstein fund business

The deal outlines plan for Olstein’s mutual funds to be integrated into the Easterly fund structure.

Wealth and Asset Management