Managers of Wealth Americas

Altruist's Platform Overhaul Arms Advisors for a New Era of Wealth

The company is integrating access to alternative assets from powerhouse managers like Blackstone and KKR, alongside plans to introduce margin lending and options trading.

Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group; Global Assets Surpass US$500 Billion

Corient becomes the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high- and high-net-worth clients.

Zurich-Based EFG International Targets South Florida in Americas Expansion

Miami serves as a key hub for EFG’s Americas strategy, supporting clients from across Latin America as well as U.S.-based entrepreneurs seeking international investment opportunities.

Nomura eyes US asset management deals after Macquarie deal

That Macquarie transaction was Nomura's biggest since it took over parts of Lehman Brothers following the 2008 collapse.

Mega-IPOs are coming soon and advisors are preparing clients for their arrival

With all these massive offerings ready to hit the market in the coming months, there is increasing discussion in wealth management offices nationwide

LPL Financial Scores $1B FA Team from Ameriprise Financial

The Villages is a community filled with people who have worked hard, built meaningful careers and are now focused on enjoying retirement while protecting what they’ve built,” said Cebert.

Carson Group Welcomes Tungsten Wealth Management to Independent Advisor Channel

By aligning with Carson, the Tungsten Wealth team has access to resources, technology and strategic support, allowing them to focus on what they do best: serving clients and building lasting relationships.

Focus Announces Acquisition of EverNest Financial Advisors

This transaction unites two firms with complementary service models, grounded in a planning first, team-based approach to fiduciary advice and investment management.

Lisa Petrie Ranked #8 on 2026 Forbes Best-In-State Wealth Advisors List

With more than 30 years of experience guiding wealthy families, Lisa Petrie has established a strong reputation for delivering thoughtful, long-term wealth strategies.

Why British wealth management is taking on an American accent

With a fresh wave of acquisitions by US wealth managers and private equity-backed groups, UK firms are moving into a new phase of transatlantic consolidation – and ownership change

Broadridge Expands NYFIX Platform with Overnight U.S. Equity Trading Access Through CAPIS and Blue Ocean

New integration gives broker-dealers and institutional investors access to overnight liquidity across 4,000+ U.S. equities

Broadridge and Kyndryl Extend Agreement to Bring Leading Edge Resiliency and Enhanced AI Capabilities to Broadridge Infrastructure

Agentic AI and quantum-ready mainframe capabilities advance data center modernization

Brookfield Corporation and Brookfield Wealth Solutions Receive Board Approval for Corporate Simplification

The Transaction will be implemented pursuant to a court-approved plan of arrangement and related steps requiring approval of shareholders of each of BN and BWS and is expected to be completed on a tax deferred basis for U.S. and Canadian shareholders.

Wealth and Asset Management

Altruist's Platform Overhaul Arms Advisors for a New Era of Wealth

Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group; Global Assets Surpass US$500 Billion

Zurich-Based EFG International Targets South Florida in Americas Expansion

Nomura eyes US asset management deals after Macquarie deal

Mega-IPOs are coming soon and advisors are preparing clients for their arrival

LPL Financial Scores $1B FA Team from Ameriprise Financial

Carson Group Welcomes Tungsten Wealth Management to Independent Advisor Channel

Focus Announces Acquisition of EverNest Financial Advisors

Lisa Petrie Ranked #8 on 2026 Forbes Best-In-State Wealth Advisors List

Why British wealth management is taking on an American accent

Broadridge Expands NYFIX Platform with Overnight U.S. Equity Trading Access Through CAPIS and Blue Ocean

Broadridge and Kyndryl Extend Agreement to Bring Leading Edge Resiliency and Enhanced AI Capabilities to Broadridge Infrastructure

Brookfield Corporation and Brookfield Wealth Solutions Receive Board Approval for Corporate Simplification

Where the Next Wave of Wealth Is Coming From

Summer reading spectacular! Wealth managers weigh in with their top business titles

Scotiabank and BMO post sharp profit jumps as wealth units drive fee revenue growth

Why JPMorgan is looking for wealth managers with emotional intelligence

Stratos Wealth Holdings Acquires 11 Partner Firms, Adding $4.8B in AUM

Citi Introduces Citi Sky A Meaningful Evolution In Wealth Management

Jelvix Earns Silver Stevie Award for Wealth Management Innovation