Managers of Wealth Americas

Bank of America Launches Art Consulting Service

New Offering Helps Bank of America Private Bank and Merrill Clients Build Art Legacies

Ultra-rich families spend more on their private investment firms as their fortunes rise

Family offices with at least $1 billion in assets reported spending $6.6 million in annual operating costs on average, up from $6.1 million in 2024.

Reader callout: Do you use AI for retirement planning?

Could it ever replace human advice?

Wealthspire’s Ground Control Business Management Acquires Wiles + Taylor

Partnership broadens Ground Control’s music business management platform nationwide, strengthens touring and royalty services, and marks its first out-of-state U.S. acquisition

TD Wealth Launches Unified Discretionary Management Platform for High-Net-Worth Clients

The new TD Wealth offering brings together the Bank's two discretionary management businesses to create a modern, scalable platform built for long-term client and business growth.

Morgan Stanley Wealth Management Reduces Fees on Private Shares Marketplace EquityZen, Broadening Private Markets Access

Buy and Sell Side Fees Reduced to 2.5% for Investors and Shareholders

Goldman's Wealth Management Business Emerges as Durable Growth Engine

Lending to wealthy individuals and entrepreneurs has been a key growth driver for the bank.

Merit Financial Advisors Partners with GlennCo, LLC, Adding a Seventh Office in Pennsylvania

This marks Merit's fifty-fifth acquisition, following the recent acquisition of TL Financial Group

Leading Financial Communications and Marketing Firm Vocatus is Named a Finalist in the Thirteenth Family Wealth Report Awards 2026 in Best Marketing or PR Campaign Category

Beyond its own recognition, Vocatus’ clients are finalists in 15 categories at the prestigious Family Wealth Report Awards this year.

LPL Financial Welcomes Shoreline Private Wealth Management

They reported serving approximately $275 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stanley.

Lisa Detanna Ranked #1 in California on Forbes’ Top Women Wealth Advisors Best-in-State

Lisa Detanna Recognized in Forbes 2026 List of America’s Top Women Wealth Advisors

Ascentis Wealth Management Welcomes Ascentis Family Wealth

Ascentis Family Wealth to team with Advisory Services Network for operations solutions and compliance support

J.P. Morgan report finds family offices increasing private equity allocations as succession planning gaps persist

Operational costs are also rising; the average annual operating cost for a global family office is just over US$3 million

First Northern Bank Acquires Beacon Wealth Strategies

Clients of Beacon Wealth Strategies will continue to have their accounts managed through Raymond James, ensuring stability, continuity, and access to comprehensive investment resources.

What does Fed policy mean for investors?

Many FOMC participants remain uncomfortable looking through tariff-related inflation pressures in the near term, making it difficult to form a consensus on further rate cuts.

BridgeWise acquires Context Analytics to build end-to-end AI for wealth management

Analytics’ expertise in unstructured financial data processing, the consolidated company now provides a level of asset analysis completeness that stands alone in the industry, setting the stage for the next evolution of AI for financial services.

Leading Financial Communications and Marketing Firm Vocatus is Named a Finalist in the Thirteenth Family Wealth Report Awards 2026 in Best Marketing or PR Campaign Category

Beyond its own recognition, Vocatus’ clients are finalists in 15 categories at the prestigious Family Wealth Report Awards this year.

Wealth and Asset Management

Bank of America Launches Art Consulting Service

Ultra-rich families spend more on their private investment firms as their fortunes rise

Reader callout: Do you use AI for retirement planning?

Wealthspire’s Ground Control Business Management Acquires Wiles + Taylor

TD Wealth Launches Unified Discretionary Management Platform for High-Net-Worth Clients

Morgan Stanley Wealth Management Reduces Fees on Private Shares Marketplace EquityZen, Broadening Private Markets Access

Goldman's Wealth Management Business Emerges as Durable Growth Engine

Merit Financial Advisors Partners with GlennCo, LLC, Adding a Seventh Office in Pennsylvania

Leading Financial Communications and Marketing Firm Vocatus is Named a Finalist in the Thirteenth Family Wealth Report Awards 2026 in Best Marketing or PR Campaign Category

LPL Financial Welcomes Shoreline Private Wealth Management

Lisa Detanna Ranked #1 in California on Forbes’ Top Women Wealth Advisors Best-in-State

Ascentis Wealth Management Welcomes Ascentis Family Wealth

J.P. Morgan report finds family offices increasing private equity allocations as succession planning gaps persist

First Northern Bank Acquires Beacon Wealth Strategies

What does Fed policy mean for investors?

BridgeWise acquires Context Analytics to build end-to-end AI for wealth management

Leading Financial Communications and Marketing Firm Vocatus is Named a Finalist in the Thirteenth Family Wealth Report Awards 2026 in Best Marketing or PR Campaign Category

Angeles Wealth Dips into Family Office Work

Nour Private Wealth Expanding Into Investment Fund Management To Broaden Private-Market Access

Raymond James Brings In $730 Million Wealth Management Team