Managers of Wealth Americas

Private placement life insurance draws ultra-wealthy interest

PPLI offers tax-free growth for ultra-wealthy families, but advisors say estate planning expertise matters most

Envestnet Strengthens Wealth Management Platform with New Interactive Dashboard, UMP Configuration Tools, and Expanded Widget Library

Third Technology Release of 2026 Lays the Interface Foundation for an AI-First Advisor Experience

NewEdge Capital Group Continues Nationwide Expansion of NewEdge Wealth

RIA Opens First Office in Minnesota Led by Team of Experienced Advisors Serving UHNW and HNW Across the Region

Hadrius AI Governance Selected by Ritholtz Wealth Management to Enable Firmwide Claude Deployment

Agentic compliance infrastructure provider selected by national RIA to modernize communications archiving and deploy AI governance purpose-built for SEC and FINRA oversight

AlphaCore Seeds Family Office Division with $5B Streamline Acquisition

Through the deal, Alphacore will open a family office division run by a women-led team in Massachusetts serving ultra-high-net-worth clients.

PCM Encore Surpasses $2 Billion in Client AUM, Expands Integrated Family Office Platform

Continues to scale integrated family office platform with direct investment, tax, estate and other wealth management solutions designed to help clients address the full complexity of their financial lives

Ty J. Young Wealth Management Acquires Bethel Retirement Planning, Expanding Annuity Advisor Succession Platform

As Bethel prepares for retirement, he selected Ty J. Young Wealth Management to provide continuity for his clients and ensure they continue receiving personalized service and support.

2026 Wealth Management Industry Awards Celebrate Record-Breaking Year and the Innovators Advancing Financial Advice

The 12th annual Wealthies honored sustained excellence, emerging leaders and technology-driven innovation before more than 600 industry executives in New York City

Broadridge Expands Next-gen Digital Assets Capabilities to U.S. Wealth Management Firms

Unified platform enables advisor-led and self-directed access to cryptocurrencies and tokenized assets alongside traditional investments

Citi Wealth Debuts The Specialist Collection from Citi Wealth

A New Network that Connects Clients with Trusted Specialists Across Lifestyle and Operational Needs

Family Offices Grow Up: The Ultra-Rich Build Their Own Institutions

Family offices have become some of the most active investors in global markets. Here is why the ultra-rich are building their own institutions and where the money now flows.

Hightower Signature Wealth Expands with Addition of $1.6B AUM Boston Hill Advisors

The transaction advances Hightower’s continued expansion of HTSW with established advisory practices seeking greater scale and centralized capabilities.

Luminary Raises $22 Million to Power the Data Infrastructure Behind Wealth Transfer

Round led by fintech-focused growth-equity firm Ten Coves Capital; BNY, a global financial services company, becomes a strategic investor

UBS GWM Bets on Latin Americans, Who Are Increasingly International and Looking Beyond the U.S.

There is also rising interest in investing within Latin America itself, leading UBS to create a team aimed at connecting clients within the region to boost their business endeavors.

Modern Wealth Acquires $710M Florida RIA Sanchez Wealth Management Group

The deal marks the firm's fifth acquisition this year and its third in Florida over the past five months, bringing total assets under management to more than $15 billion.

Citizens Private Wealth Adds $1+ Billion Team MacLellan Bickle Wealth Partners In Tampa

Before joining Citizens Private Wealth, the team served clients who held more than $1 billion in total assets at its prior institution.

Masttro Partners With Truewind to Move Wealth Data Into the Family Office Accounting Stack

New integration securely transfers Masttro data into a chart of accounts structure for accounting platforms like Sage Intacct.

Pensions & Investments Names Elizabeth Dillon, Pictet Asset Management, One of Its 2026 Most Influential Women in Institutional Investing

Now in its fourth year, the list recognizes the distinguished women who have made a meaningful impact on the industry.

BBVA GWA Selects SS&C Black Diamond Wealth Solutions to Drive Its Next Growth Phase

Driving Personalization: This new tool will allow the firm to scale efficiently while delivering far more tailored, client-centric investment advice.

Goldman Sachs, IG Wealth tie up on Canadian wealth portfolios

The alliance links IG’s financial planning operations with Goldman Sachs Asset Management’s investment management capabilities.

Wealth and Asset Management