Managers of Wealth Americas

Storen Financial Establishes Strategic Alliance with Dynasty to Enhance Wealth Management Model

$500 Million Team Aims to Expand Investment Opportunities and Streamline Operations with Dynasty Partnership

TIAA Wealth Management Unveils Rebrand Expanding Access to Financial Advice

New brand positioning combined with investment in technology, new products, and new advice channels, positions the business for next chapter of growth

Mercer Advisors Expands Pacific Northwest Footprint with Acquisition of Thompson Advisory Services

Partnership adds Portland-based RIA known for holistic, planning-first client service

New Altrata study finds wealthy investors' collective investable wealth worth more than half of global annual GDP

The population with $1 million+ in investable assets represents a critical segment for wealth and asset managers, with their investable wealth of $67.3 trillion poised for 45% growth by 2030.

Truist Wealth elevates the digital experience with a new modern, mobile forward investment account and portfolio platform

Updated wealth platform focused on seamless client experience

Waterloo Capital Family Office Services and Ironclad Strategies Consulting Announce Integration of Service Offerings

The combined platform will enhance the scope of services available to high-net-worth families, privately held business owners, and entrepreneurial leadership teams.

Waverly Advisors Acquires Forefront Wealth Management

Waverly increases market presence in Pennsylvania

Wealth management firm opens Sarasota office

The firm provides comprehensive wealth planning, institutional consulting, private banking and business solutions.

Wealth Enhancement Announces Acquisition of L.M. Kohn & Company, a Hybrid RIA with Over $2.2 Billion in Client Assets

This partnership brings the firm's total client assets to more than $131 billion.

EFG – Why 2026 Could Reshape Global Investment Priorities

The report issued on Tuesday states that the US is positioned to be the fastest-growing advanced economy in 2026, powered by innovation, fiscal stimulus, and policy support.

Brookfield and Qai Form $20 Billion Strategic Investment Partnership for AI Infrastructure

The partnership will benefit from strategic support from the Government of Qatar to invest in the skills and supply chain needed to support the backbone of AI infrastructure and the adoption of AI throughout Qatar.

World’s Best Private Banks 2026

Instead, across all tiers of the business, demand for increasingly complex personalized services, asset protection planning, and access to new markets presented both an opportunity and a challenge for the industry.

Broadridge’s Shareholder Disclosure Hub Migrates to AWS, Boosting Global Reach, Resilience and Security

Enhances performance and scalability, expands multi-regional market coverage and accelerates innovation for clients

Invesco and LGT Capital Partners forge strategic partnership to expand access to private markets for U.S. wealth and retirement investors

Multi-alternative private markets solutions expected to provide investors with access to the full growth potential of the global economy

Wealth and Asset Management