Managers of Wealth Americas

AI transformation in wealth management stalls at ambition, study finds

Most firms acknowledge the need for an operating model reset, but few are building the capabilities to make it real

Fidelity to Raise RIA Custody Asset Minimum to $100M

Advisors custodying with Fidelity with less than $100 million in client assets will have to depart by June 30, 2027, according to the firm.

Steward Partners Celebrates Three Executives Named as Finalists in The 2026 Wealth Management Industry Awards

Three Steward Partners leaders – spanning CEO, compliance and M&A – named finalists for national industry honors

LPL Financial Welcomes Lakewood Wealth Management

The team reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and joins LPL from Cambridge.

Nuveen Completes Acquisition of Schroders

Creates one of the world’s leading active public-to-private asset and wealth managers with $2.6 trillion in assets under management

Citi Private Bank North America head Chris Biotti on private markets, moderate returns and hiring plans

In an interview with Kuldeep Jha, Chris Biotti noted the bank's shift towards heightened selectivity in capital-abundant alternative markets where valuations have outpaced risk premiums.

Raymond James Launches Public/Private Model Portfolios for HNW Clients

The launch adds to a list of investment products aimed at advisors that blend public and private assets.

Sandy Cove Advisors Joins Hightower Signature Wealth, Expanding Financial Planning Capabilities and Adding $752M in AUM

The addition marks HTSW’s third external acquisition of 2026, expanding its presence in New England.

Half of family offices lack a complete succession plan: report

Nearly a third worry that retirement will take key family leaders and staff out the door

Libretto Launches New Insights Hub for Financial Advisors

‘Total wealth’ advice platform also named a finalist in five categories of the 2026 ThinkAdvisor Luminaries Awards

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.

Wealth and Asset Management