Managers of Wealth Americas

CI Global Asset Management to Acquire Invesco’s Canadian Investment Fund Assets and Form Long-Term Strategic Partnership

As a result of the transaction, CI GAM’s assets under management will increase to approximately C$170 billion.

William Blair Names New Partners for 2026

This achievement recognizes their exceptional dedication and contributions to the firm while upholding William Blair’s mission, vision, and values to empower colleagues, deliver client success, and engage in our communities.

Angeles Wealth Management Acquires XO Capital, Launches Angeles Family Office

Partnership unites institutional investment expertise, holistic estate and wealth advice and bespoke family office services to support generationally wealthy families

Wealth Management Announces "Ten to Watch in 2026" List

Who is behind the future when it comes to the business of financial advice?

Elevation Point Stakes $1.3B Ex-UBS Team in Atlanta

The eight-member team has created Harbor View Private Wealth and represents Elevation Point's first investment of the year.

RIA moves: Focus integrates Kovitz, Rothschild acquires Windgate in Chicago shakeup

Two Midwest transactions underscore momentum in RIA mergers and acquisitions.

Creative Planning Acquires First International RIA, Baseline Wealth Management

The acquisition adds 14 employees and more than $1 billion in assets under management to Creative Planning.

Wealth manager Fidelis Capital to roll out private markets options via Opto

Last month, Opto formed a partnership with Quotient Wealth Partners and TritonPoint Wealth to offer a series of custom private markets funds for client portfolios.

Windgate Wealth Management Joins Chicago-based Rothschild Wealth Partners

Rothschild Wealth Partners has a team of highly qualified advisors dedicated to assisting affluent families

Savant Wealth Management Acquires $497M Tennessee Firm

“We wanted a partner that could provide expanded capabilities, including estate planning, trust services, and tax planning.”

How the Biggest Wealth Shift Ever Could Change Your Financial Future

It will influence retirement, investments, and tax strategies for decades. Here's how to prepare, whether you're leaving an inheritance or receiving one.

Nour Private Wealth enters into a definitive agreement to acquire Goodwood Français

This planned partnership reflects our commitment to providing thoughtful, comprehensive, and tailored wealth management solutions, supported by a culture of care, discretion, and continuity across generations.

Aurum Capital unveils AI-driven quantitative wealth advisory platform

The platform is designed to assist investors with wealth management through data analysis and tailored portfolio strategies.

Carson Group Fully Acquires $395M Carson Wealth Minnesota Location

Moving to full ownership just made sense for where we are and where we want to go

Bank of America advisers get green light for bitcoin

Bank of America has allowed its 15,000 advisers to consider bitcoin ETF allocations for its wealth management clients for the first time this month.

SimCorp and MSCI expand collaboration to streamline investment managers’ access to private market data

Buy-side firms using SimCorp One will gain access to MSCI’s managed data collection service and industry-leading private capital datasets - empowering SimCorp clients with actionable data, intelligence and operational efficiency.

UBS Advisor Team Hollenbaugh Rukeyser Safro & Williams Ranked #4 on Forbes America’s Top Private Wealth Management Teams List

The team ranked #4 nationally, making it the highest ranked UBS team on the list and marking the third consecutive year that the team has been named to the list.

JPMorgan abandons proxy advisers and turns to AI

The decision applies immediately and comes as regulatory scrutiny increases around the proxy advisory sector.

Apex and Allfunds partner on offshore investment access

The partnership will establish a technical link between the Allfunds platform and Apex’s AscendOS system.

Battistelli Holland Wealth Management Group of Stifel named to Forbes’ Best-in-State Wealth Management Teams list for third consecutive year

The team has more than six decades of investment industry experience and believes that clients should have financial advisors in their corner who truly understand their needs and offer a personalized approach to investing.

Wealth and Asset Management