Managers of Wealth Americas

Northern Trust Asset Management Delivers Direct Indexing Solution on Envestnet Platform

Northern Trust Asset Management’s direct indexing solution offers a diverse lineup of equity investment strategies

Broadridge’s Distributed Ledger Repo Platform Processes Nearly $9 Trillion in December

December 2025 ADV up 490% YOY, Highlighting the Rapid Adoption of Tokenized Settlement

Mercer expands in US with purchase of two wealth management firms

The two wealth managers are Poterack Capital Advisory (PCA) and Long Run Wealth Advisors.

Steward Partners Recognized in Forbes' 2026 Best-In-State Rankings with Seven Notable Teams

Recognition spotlights the firm's nationwide leadership, client-first approach, and employee-owned model

Apollon Wealth Management Establishes Louisville Office in Partnership With Advisor Bryce Lanham

Expanding Apollon’s presence in Louisville alongside Bryce Lanham reflects our ongoing commitment to partnering with advisors who put clients first

Cerity Partners Announces Merger with Austin Private Wealth

This expanded offering enhances depth across advanced estate and tax strategies, institutional-quality investment solutions, and multi-generational planning to support increasingly complex client needs.

Fifth Third Private Bank Named Best Private Bank for Seventh Year by Global Finance

Global Finance announced the honors for its 2026 World’s Best Private Bank Awards.

EP Wealth Advisors Continues Arizona Expansion with Acquisition of Capital Insight Partners

Continuing momentum in the Southwest with the addition of a respected Arizona advisory team

Apella acquires PBMares Wealth Management

PBMares Wealth Management is an independent registered investment advisory firm, with a focus on “personalised” financial advice.

Goldman Sachs launches Ayco referrals program with Mercer, Wealth Enhancement on board

Citywire reported last year that Goldman Sachs was considering developing a new program which would refer clients from Ayco out to independent RIAs.

Hightower Expands Signature Wealth Brand with the Addition of Five Advisory Practices, Enhancing the Client Experience Nationwide

With this expansion, the HTSW brand now operates across 19 locations nationwide, with more than 100 advisors, offering clients a unified, elevated wealth management experience.

Wealthspire’s Ground Control Business Management Acquires Ceres Financial Management, LLC

Addition strengthens Ground Control’s presence in Los Angeles and expands its capabilities for HNW clients including entertainers and entrepreneurs

Bernicke Wealth Management Opens New Office in De Pere, Wisconsin

This expansion marks the firm’s fourth location and reflects continued growth driven by increasing demand for comprehensive wealth management services.

High-Net-Worth Risk Appetite Drops as Some Regions Show Stabilization

Seventy-seven percent of respondents to HUB’s private client outlook survey said that they’ve struggled to secure adequate property insurance for their homes.

Wealth Tax Showdown in California: Why Billionaires May Flee and What It Means for State Revenues

At the center of the controversy is a proposed ballot initiative that would impose a one-time wealth tax on California’s estimated 200 billionaires.

Crypto is rewriting the rules of wealth — and Canada’s financial system is on the clock

These “crypto banks” offer borderless access to tokenized assets, real-time settlement, and programmable finance.

Wealth Enhancement expands with addition of Ascent Private Wealth

Ascent manages over $240m in client assets and has a team of two advisers and one support staff.

8 of the best U.S. states for building wealth

No U.S. state guarantees riches. Some simply make the math work better for Americans looking to build wealth

Harris Evans Launches Coin and Seed Wealth Management, Partnering with Thoroughbred Financial and Osaic

The firm is founded on a client‑first philosophy, offering personalized guidance through a flexible, advisor‑led model that prioritizes clarity, confidence, and direction.

Season's Greetings from Managers of Wealth

Happy New Year to all

Wealth and Asset Management