Managers of Wealth Americas

Insigneo Attracts Founding Member of $6 Billion Raymond James Team

Insigneo announced the addition of "The Americas Financial Group" to its ranks, a new team formed by José Cabrera Sr., along with José Cabrera Jr. and Kristina Cabrera

JP Morgan Private Bank outlines investment strategy for 2026

The outlook identifies AI as a major driver of industry transformation, cost reduction and productivity growth.

Evergreen Wealth Announces $5,000 Match for Its Clients’ Charitable Contributions

Evergreen Wealth, a next-generation, digital Registered Investment Advisor (RIA) that provides tax-aware investment management and AI-powered financial advice, launches a year-end initiative to help clients maximize giving impact through donor-advised fun

JPMorgan plans to hire 200 wealth advisers for its private bank next year

Lenders are jockeying for talent to capture wealthy clients

Digital Wealth Partners Awarded Investment Excellence Award from Wealth & Finance International Magazine

Most Pioneering Digital Asset Wealth Management Firm 2025 - Texas

The Mather Group partners with Napa Wealth Management

This partnership strengthens TMG’s presence in Northern California and expands its ability to serve business owners and families.

Does borrowing make sense in 2025?

Borrowing can form part of a prudent financial plan, although the risks should be carefully considered.

The Mather Group Announces Partnership With Napa Wealth Management, Expanding Presence in Northern California

Partnership deepens TMG’s West Coast presence and brings together two planning-led firms to enhance resources and client experience.

OneVest Introduces Enhanced Multilingual Capabilities, Supporting Global Wealth Managers with More Inclusive Advisor & Client Experiences

While many fintech platforms focus narrowly on interface translation, OneVest is transforming what accessibility looks like by delivering true multilingual integration across the full advisor and client experience.

It’s Harvest Time: Advancing Tax-Aware Portfolio Management for Wealth Managers

Yet in modern wealth management, tax loss harvesting is no longer a once-a-year exercise.

Forbes recognizes J.P. Morgan teams in 2025 America’s top wealth management teams ranking

Nine of these teams have been named to this ranking for at least two consecutive years, and five have been honored every year since the award’s inception in 2022.

Brookfield Wealth Solutions Announces Third Quarter Results and Declares Regular Quarterly Distribution

Net income in the prior year quarter included the impact of DOE and unrealized mark-to-market gains on equity securities, partially offset by unfavorable movements on reserves due to interest rate and equity market volatility.

What Warren Buffett’s succession plan at Berkshire Hathaway can teach family offices

Warren Buffett’s carefully planned succession at Berkshire Hathaway shows how foresight, trust and clear governance can preserve a founder’s legacy

Linscomb Wealth Receives 2025 Accolades for Philanthropy, Investment Leadership, and Family Office Innovation

Building on a decades-long legacy of trusted service, the firm's recent honors underscore its ongoing commitment to excellence and meaningful impact on clients and the communities it serves.

Financial Synergies Wealth Advisors Partners with Local Advisory Practice

The strategic integration of the advisory practice builds on a longstanding relationship with the firm that spans more than three decades.

Advisors debate 'family office' craze overtaking the wealth management industry

More wealth managers are billing themselves as 'family offices' as clients request services formerly reserved for the ultra-wealthy.

Prepared and Empathetic Advisors Gain More Value Than Ever

New generations and greater diversity are driving a more sustainable, transparent, and ethical approac

Beyond Wealth Management: Inside Iron Tree Financial’s Black Label Experience for High-Net-Worth Individuals

That philosophy is at the heart of Iron Tree’s Black Label Experience, a curated service designed for high-net-worth individuals and families whose financial lives are as complex as they are ambitious.

Lido Partners With Fountainhead Advisors To Expand National Wealth Management Footprint

The partnership strengthens Lido Advisors’ presence in two key markets while adding a team that aligns closely with Lido’s culture and client-centric philosophy.

Canadians struggle with growing financial complexity, warns C.D. Howe Institute

As personal wealth climbs, so does the pressure on Canadians to make smarter and riskier money moves

Wealth and Asset Management