Managers of Wealth Americas

Leonteq publishes full-year 2025 results and announces nomination of new Chairman

Management will continue to execute its strategic plan with a clear priority to grow revenues and restore profitability in 2026.

Brookfield Wealth Solutions Announces Year End 2025 Results and Declares Quarterly Distribution Increase

With the closing of the Just Group plc acquisition expected in the first half of 2026, as well as other growth initiatives underway, we look forward to the continued success of our business this year and beyond.”

Shelly Wiemann Named To Forbes’ List Of Best-In-State Women Wealth Advisors

Portfolio performance is not a criteria due to varying client objectives and lack of audited data.

Steward Partners Celebrates Three Advisors Named to Forbes Best-In-State Top Women Wealth Advisors List

Honor underscores Steward Partners' commitment to supporting and advancing women leaders in wealth management

PNC Wealth Management Launches Premier Client: An Integrated Banking and Investing Experience for the Emerging and Mass Affluent

New offering is tailored to serve the banking and investing needs of clients with over $100K at PNC through a national network of affluent bankers and financial advisors, as well as 200 updated branches

Bank Of America Highlights Women Advisors And Refines Italian Leadership Narrative

The shares recently closed at $55.39, with a 1.7% return over the past week and a 21.1% return over the past year.

KeyBank Deepens Middle Market Commitment with Family Office Banking Team

Five-Person Team Led by Ward Nixon Brings National Family Office and Sponsor Finance Expertise; Strategic Investment Differentiates Commercial Bank's Integrated Platform

Bluespring Wealth Partners Welcomes $2.3 Billion SHP Financial

Addition of the New England-based firm marks an expansion in the region for Bluespring, bolstering its existing community of high-performing advisors

IG Wealth Management Simplifies Product Shelf to Better Serve Clients

They include multiple fund mergers and one fund termination.

$1.5B RIA Aerodigm Wealth Launched From Accounting Firm Buyout

Aerodigm Wealth launches after completing a management buyout of the wealth division of Oregon-based Delap accounting firm.

The Oasis Group and Practifi Release White Paper on CRM Selection in Wealth Management

Leading industry research provider and CRM platform partner to deliver practical roadmap for financial advisors beyond the build-vs-buy decision

Aerodigm Wealth Becomes Independent Advisor to Ultra-High-Net-Worth Individuals and Families

The Aerodigm approach integrates tax-aware advice into the portfolio allocation process and multigenerational planning structures to help UHNW clients navigate complex financial lives, achieve their goals and preserve their legacies.

Forbes Best-in-State 2026 Wealth Management Team in Pennsylvania

Smith Wealth Advisory Group has been named to the 2026 Forbes list of Best-in-State Wealth Management Teams in Pennsylvania

Fosun Wealth Holdings' FinChain has reached a deep strategic cooperation with Avalanche.

FinChain to Integrate the Avalanche Network, Targeting the Development of RWA Tokenization for Traditional Financial Assets in Asia.

Schroders and Apollo to deliver next generation investment solutions in ambitious multi-channel partnership

Innovative partnership leverages the best of Schroders and Apollo to deliver improved client outcomes, with ambition to reach multi-billion-dollar annual flows across both new and existing clients

How to prepare an heir for the $84 trillion wealth transfer including the red flags

When preparation lags behind wealth, the consequences can extend well beyond finances.

14 William Blair Women Wealth Advisors Named Best-in-State by Forbes

The rankings are based on data from top-performing women advisors nationwide, evaluating several factors including assets under management, industry experience, and compliance records.

Family offices pave road to AI success

A focus on data, processes and culture allows family offices to make the most efficient digital transition, while ensuring that any changes are incremental

J.P. Morgan reaches new milestone with 133 honorees on Forbes’ 2026 top women wealth advisors ranking

Nine advisors were named America’s Top Women Wealth Advisors

Better-than-expected growth points to a stable US, European outlook

Despite the continuing impacts of US tariffs on consumers and trade, we expect global growth to stay close to potential, and broadly stable compared with 2025’s levels.

Wealth and Asset Management