Managers of Wealth Americas

RIA Callan Family Office Acquires Clarity Family Offices

The team is also supported by client service associate Joy McLaren.

53 UBS financial advisors in the Southeast Region named to the Barron’s Top 1500 Financial Advisors list

The 2026 Barron’s Top 1500 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.

Arax Investment Partners Adds Omni Financial Advisory Group

Designed to meet the unique financial needs and goals of its clients, Omni Financial's culture, built on trust, excellence and seamless client service, broadens Arax’s reach amid its rapid expansion across the country.

Carson Unveils One-Stop Client AI Query Tool for its Advisors

Carson worked with Amazon Web Services to build a one-stop, conversational AI query for advisors that reaches across proprietary and vendor wealth systems.

Hightower Faces Class Action Suit Over Data Breach

An alleged former employee claimed the company failed to protect client information. Hightower is the latest industry firm to fall victim to a breach in recent months.

Citibank Announces $2 Billion Redemption of 5.438% Notes Due 2026 and $1 Billion Redemption of Floating Rate Notes Due 2026

The cash redemption price for the notes payable on the redemption date will equal par plus accrued and unpaid interest to, but excluding, the redemption date.

Women and the Great Wealth Transfer: The Shifting Center of Wealth Stewardship

This includes roughly $54 trillion expected to initially move through inter-spousal transfers, with 95% of surviving spouses projected to be women.

Creative Planning Expands International Footprint With MASECO Acquisition

The acquisition will add 123 employees and over $5 billion in assets under management.

BlackRock adds iCapital’s alternatives tech to Aladdin Wealth

This move gives financial advisors the ability to conduct alternative investment activities within a single integrated system.

Bank of Montreal targets 15% return on equity on wealth, US businesses growth

Investors are closely watching the bank's ability to deliver cost savings and revenue synergies as it ⁠scales its U.S. presence in a highly competitive market.

Ranchland Capital Partners Selects SEI to Support Alternative Funds

Strategic Relationship Reinforces SEI’s Position as Long-Term Partner for Alternative Investment Managers

Accelerated Wealth Partners and RIA Advisors Announce Strategic Partnership to Create a Leader in the Texas Wealth Management Market

Accelerated Wealth Partners will make a strategic investment in RIA Advisors to allow the firm to scale rapidly while strictly preserving its unique culture and high-touch service model.

Wealth and Asset Management

RIA Callan Family Office Acquires Clarity Family Offices

53 UBS financial advisors in the Southeast Region named to the Barron’s Top 1500 Financial Advisors list

Arax Investment Partners Adds Omni Financial Advisory Group

Carson Unveils One-Stop Client AI Query Tool for its Advisors

Hightower Faces Class Action Suit Over Data Breach

Citibank Announces $2 Billion Redemption of 5.438% Notes Due 2026 and $1 Billion Redemption of Floating Rate Notes Due 2026

Women and the Great Wealth Transfer: The Shifting Center of Wealth Stewardship

Creative Planning Expands International Footprint With MASECO Acquisition

BlackRock adds iCapital’s alternatives tech to Aladdin Wealth

Bank of Montreal targets 15% return on equity on wealth, US businesses growth

Ranchland Capital Partners Selects SEI to Support Alternative Funds

Accelerated Wealth Partners and RIA Advisors Announce Strategic Partnership to Create a Leader in the Texas Wealth Management Market

Merrill and Bank of America Private Bank Launch AI-Powered Meeting Journey

Shade Tree Advisors Introduces AI To Its Multi-Family Office Operations

Composition Wealth Welcomes $900 Million Edgewater Wealth Management, Expanding Firm's Northwest Footprint

The Rise of Multi Family Offices: Independence, Complexity, and Sophistication

L&G and Manulife Wealth & Asset Management Announce Strategic Global Partnership

Santander, World’s Best Private Bank for HNW Clients

Affluent Market: The Greatest Potential for Digital Transformation in Wealth Management

Victory Capital withdraws from bidding war for Janus Henderson