Managers of Wealth Americas

Clermont Trust USA Goes Live on the SEI Wealth Platform

SEI Introduces Streamlined Implementation Model and Scalable Platform for Community Banks and Trust Companies

Itaú targets advisory firms as it expands B2B wealth platform

Sources say new strategy includes fee-based model and partnerships with multifamily offices in race with XP, BTG, Safra

OneSeven Crosses $8 Billion AUM Benchmark Following $2.11 Billion Q3 Surge

The firm added 25 new advisors

Broadridge Partners with LPL Financial to Win 2025 Datos Impact Award for Best Innovation in Client Engagement & Communication

Datos recognizes Broadridge’s Wealth InFocus, deployed with LPL Financial, as a technological breakthrough for deeper client relationships and accelerated digital adoption in wealth management

Net Positive Consortium in Wealth Management Wins Industry Award, Expands Resources, and Welcomes New Strategic Partner

The Consortium was honored with the WealthManagement.com Industry Award for Corporate Social Responsibility, standing out among an impressive field of nominees.

Wealth Enhancement’s Warren Team Included in NJ BIZ’s 2025 Best Places to Work Ranking

The rankings were based on the results of a survey conducted by BridgeTower Media’s Best Companies Group.

Altrata Report Finds the Total Net Worth of the Billionaire Class Surged by More Than 10%

The report, in its 12th year, finds that the total net worth of the billionaire class surged by 10.3% to a record $13.4 trillion – marking a third consecutive year of rising billionaire wealth.

LPL Financial Welcomes Edge Wealth Advisory Group

They reported serving approximately $200 million in advisory, brokerage and retirement plan assets* and join LPL from Raymond James.

Lazard Brings Decades of Emerging Markets Leadership to the ETF Market with EMKT

Actively managed ETF offers investors high-conviction access to the growth, innovation, and opportunity shaping the world’s fastest-growing economies.

Citi and Coinbase Join Forces to Boost Digital Asset Payment Capabilities for Global Clients

Citi and Coinbase are collaborating to develop digital asset payment capabilities for institutional clients

Cetera Financial Group Introduces Cetera Private Wealth Portfolios to Serve Affluent and High-Net-Worth Clients

New offering provides customizable investment portfolios through Envestnet's Private Wealth platform

Prospera Financial Services Welcomes Behrle | Bergin, with $200 Million in AUM, to its Platform

Team expands firm's Southern California presence

J.P. Morgan Asset Management Expands Custom Model Portfolio Capabilities with Private and Public Market Access

By combining J.P. Morgan Asset Management’s investment expertise with GeoWealth’s technology platform, financial advisors can deliver more tailored and diversified portfolios, with enhanced access to alternative investments.

OnePoint BFG Wealth Acquires $2 Billion Chicago-Area Advisory Firm

Rise Growth-Backed OnePoint Now Advises On $15 Billion In Client Assets

AllianceBernstein keeps RIA acquisition search open after engaging 20 firms

Firm emphasizes finding the right cultural and fiduciary fit to fuel its ultra-high-net-worth growth strategy.

RF Capital Provides Update on Approvals and Announces Expected Closing Date For Sale to IA Financial Corporation Inc.

The Company expects that the Arrangement will be completed on or about October 31, 2025.

WPC announces Top 40 Under 40 Rising Stars 2025

Young leaders are redefining Canadian wealth management—discover the visionaries shaping tomorrow

Blackstone sees private wealth AUM fundraising accelerate

The alts manager said it raised $11bn from the private wealth channel last quarter, the highest in three years.

Private banks failing to deliver on AI promises

As technology fast becomes a commodity, orchestration is emerging as the hidden component of a successful business model

Global Finance Names The World’s Best Private Banks 2026

Global Finance’s editorial board selected the winners for the Private Bank Awards with input from executives and industry insiders.

Wealth and Asset Management