Managers of Wealth Americas

FactSet Announces Expanded Partnership with Scotia Wealth Management

The expansion will further integrate FactSet's capabilities into Scotia Wealth Management's advisor and investment platforms

Network Wealth Selects OneVest's Wealth Management Platform

Network Wealth will power its Next-Gen Advice Practice with OneVest's modern, unified client and advisor experience built for the next generation of wealth.

PureFacts and Ascentix target fee leakage in wealth management firms

Wealth enterprises are leaving revenue on the table - a Canadian software firm enters new partnership with strategic consultancy

Hightower’s The Bahnsen Group Expands National Footprint with Addition of Hightower Naples

Hightower Naples is the first existing Hightower advisory practice to join TBG under Hightower’s flagship franchise model, establishing TBG’s second Florida location.

Amundi and ICG launch first jointly developed Evergreen Private Equity Secondaries strategy

The Fund has already completed its first investment, establishing the portfolio with high-quality, high-growth assets across the United States and Europe.

Morningstar Wealth and Envestnet Expand Advisor Access to Public and Private Markets

Morningstar Public/Private Select Series combines Morningstar Wealth's portfolio construction and due diligence with streamlined implementation through Envestnet

BlackRock Finds Advice Gap Among Affluent Women Represents Opportunity for Advisor Growth and Retention

Career earnings are the main source of women's wealth

Cresset Aims for $13.1B Trust Business with National Advisors Trust Deal

Cresset plans to fold its existing $5.4 billion trust business into the $7.7 billion NAT platform while continuing to grow through external advisor clients and acquisitions.

Standard Chartered’s VCC platform surpasses $2.6 billion in AUM as it launches its 10th sub-fund with BNY Investments

The launch of the Signature Select Premium Cash Reserve Fund marks the Bank’s fifth VCC fund launch in 2026 and its tenth sub-fund under the platform.

Scotia Wealth Management® launches Scotia Global Intelligence™, expanding its offering for Ultra-High-Net-Worth clients

New service delivers deeper insights across complex portfolios, helping clients make more informed investment decisions

BakerAvenue Wealth Management Announces Strategic Investment from Constellation Wealth Capital

Investment to support continued growth of BakerAvenue's Integrated Wealth Management model, while BakerAvenue's leadership team maintains majority ownership and operating control.

Harbourfront Wealth Group Surpasses $23B AUA with Acquisition of Galliant Advisors

The independent model is attracting firms because of the freedom and scale it provides

A second-generation practice goes independent

New Brunswick advisors explain how teamwork pushed them towards Wellington-Altus

Bank of America Q3 earnings due Oct 14; watch wealth management and lending amid market shifts

Bank of America shares trade at USD 54.37 on Pluang as of Oct 06, 2026 19:14 WIB, up 0.69% in the last day.

Lana E. Hock, Recognized by Influential Women, Elevates Wealth Management Through Client-Centered Financial Planning

With more than 30 years of experience in financial services, Lana has developed deep expertise in helping clients navigate complex financial landscapes with clarity, confidence, and purpose.

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

Cerity Partners Adds $2B in Triple Deal

The New York-based RIA brought Cornerstone Capital, Echo Wealth Management and Compass Wealth Management into the fold, expanding its presence in Silicon Valley, Minneapolis and Atlanta.

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

Wealth and Asset Management