Managers of Wealth Americas

Wealth Enhancement Announces Acquisition of FullCircle Wealth, an Independent RIA with Over $268 Million in Client Assets

This partnership brings Wealth Enhancement’s total client assets to more than $141.9 billion.

SEI Launches Digital Onboarding Solution for Collective Investment Trusts

SEI Access for CITs Modernizes Onboarding Experience Across Retirement Ecosystem

Nine UBS Financial Advisors in Southern California, Hawaii Named to Forbes Top Women Wealth Advisors Best-In-State

UBS’s Courtney Liddy in San Diego also recognized on Forbes America’s Top 100 Women Wealth Advisors nationwide

Advisors face ‘existential’ threat as $84 trillion wealth transfer reshapes client loyalties

Report warns advisors risk losing assets as heirs prioritize trust, tech, and new expectations

The 2026 Asset & Wealth Management and Alternatives Outlooks

Alpha FMC Research Shows Shift in Focus from Innovation to Execution

Leadership Lessons From Two Sides of the Wealth Management Industry

Big or small, every firm is trying to solve the same problems—just from very different vantage points.

Goldman Sachs Wealth Fee Revenue Rises Amid Fixed Income Miss

Goldman Sachs’ total asset and wealth management net revenue was up 10% year-over-year, but dipped 14% from last quarter, according to the firm’s earnings report.

Broadridge Launches Next-Generation Digital Asset Capabilities for Canadian Wealth Management Firms

Unified platform will accelerate adoption of crypto currencies and tokenized assets in Canada

Arax Recognizes 2026 InvestmentNews Excellence Awardees

InvestmentNews recognizes the leading professionals and firms in the wealth management industry on an annual basis.

Citadel Wealth Management’s Impact, Vision Honored by Bank Insurance & Securities Association

The national honor highlights Citadel Wealth Management’s continued momentum as a client-focused, growth-oriented wealth management business.

Citi Wealth Deploys AI-Powered Technology to Enhance Client Experience

The launch includes Portfolio Intelligence – a client-facing tool designed to provide Citi Wealth clients with swift and personalized portfolio insights at the click of a button.

To Tax the Ultra-Rich, We Need to Go After Their Wealth—Not Just Income

Two proposals—one in California, one in Congress—could finally do it. The alternative is an ever-more-powerful billionaire class that threatens democracy itself.

Farther Launches Multi-Family Office, Setting a New Standard for Generational Wealth Management

Built Ground Up for Ultra-High-Net-Worth Families, Farther Family Office Powers Elite Advisory Services with Intelligent Solutions to Remove the Pain Points of Generational Wealth Management

Nour Private Wealth (NPW) Explores Why Wealthy Families Are Shifting Away From Public Markets

Inside the shift toward private equity, private credit, and real assets shaping the future of long-term wealth.

34 Wealth Enhancement Advisors Recognized on the 2026 Forbes Best-In-State Wealth Advisors Ranking

Wealth Enhancement is honored to have 34 advisors named to the list this year.

Brookfield Wealth Solutions Reports $20 Billion of Capital Backing Insurance Companies

Strong financial position supports ‘A’ ratings across life and annuity companies and underpins continued global expansion

The signal in the sell-off: Wealth management’s value in the AI era

The market reaction was immediate and telling.

Marsh strengthens Mercer’s investments leadership to drive client impact

In this pivotal role, he will lead Mercer’s global Alternatives platform, comprising the global and regional investment teams focused on private-market asset classes, including private credit, private equity, real assets and hedge funds.

$2.4B UBS breakaways launches Evertern Wealth to target UHNW families with family office model

Naples-based firm backed by Goldman custody, Dynasty platform after $2.4B team exit.

J.P. Morgan sets new record with 533 advisors on Forbes 2026 Best-in-State Wealth Advisors list

Nine advisors also recognized as America’s Top Wealth Advisors

Wealth and Asset Management