Managers of Wealth Americas

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

Hightower Signature to Acquire $3.2B Lexington Wealth Management

Hightower Signature's latest deal will bring the division's AUM to more than $29 billion upon closing.

Merit adds $586m in assets with Strategic Retirement Plans

The acquired business retirement income planning and financial advice for clients moving from employment into retirement.

Broadridge Live with On-Chain Governance for Tokenized Equities, Extending Market Infrastructure into Digital Assets

Galaxy pioneers full ownership rights across traditional and tokenized holdings

$2.4B UBS Team Forms Florida Firm With Dynasty Backing

Jason Stephens and Mic Lundon are launching Evertern Wealth in Naples, Fla., backed by Dynasty Financial Partners and serving high-net-worth clients.

Women Already Lead the Great Wealth Transfer, and Their Influence Over Wealth Is Accelerating.

With the structure of wealth ownership rapidly transforming, the question for private banking is whether the support model is evolving at the same pace.

Citi sets aggressive targets for bankers in wealth management unit

The aggressive goals reflect the ambitions of Andy Sieg, the head of Citi’s wealth business.

Wealthspire’s Fiducient Advisors Acquires Axia Advisory

$1.9 billion retirement plan consultant in Indianapolis joins growing national platform

Hightower Signature Wealth Expands with $3.2B Lexington Wealth Management Acquisition

Upon close, HTSW will represent more than $29 billion in assets under management* across more than 25 locations.

Wealth and Asset Management