Managers of Wealth Americas

TIAA Wealth Management Selects BNY Pershing’s Wove to Advance the Client and Advisor Experience

Industry-leading platform integration to deliver seamless wealth management solutions for retirement savers

Perigon Wealth Management President Jeremy Paul Among Barron's Top Independent Advisors

Paul has been recognized by Barron's as a 2025 Top 1,200 Advisor (No. 30), 2024 Forbes Top Advisor (No. 17) and 2025 InvestmentNews Top Financial Advisors (No. 15).

Fieldpoint Private Announces New Office in Greenwich, Connecticut

Convenient ground-level office near Greenwich Avenue at 130 Mason Street to open October 15

Goldman Sachs Announces Acquisition of Industry Ventures

The transaction consideration will consist of $665 million in cash

Brookfield to Acquire Remaining Interest in Oaktree

Upon completion of the proposed transaction, Brookfield will own 100% of Oaktree, one of the world’s premier credit managers, further strengthening Brookfield’s market-leading and broad-based credit platform.

Rockefeller Capital Management Welcomes New Distinguished Families and Investors to Support Next Phase of Growth

Transaction values Rockefeller Capital Management at over $6.6 billion and involves significant support from existing investors

Charles Schwab plans to keep or self-refer all sub-$2-million accounts in 'seismic' shift for many RIAs -- and 'gloves off' for Schwab's wealth management evolution

By raising the minimum 300%, it's cutting total referrals by half and may be a 'killer' for many RIAs that seek to onboard Schwab's mass affluent.

“Private Banking for High-Net-Worth Individuals: Compliance, Strategy, and the 2025 Global Wealth Framework.”

For affluent clients, the question is no longer where to bank, but how to structure, govern, and sustain wealth across multiple jurisdictions under an increasingly interconnected legal system.

Western Alliance Bank launches new division for HNW individuals

The new division aims to extend services beyond the bank's existing clientele by collaborating with advisors in other sectors.

Bernstein Private Wealth Management Unveils New Pooled Employer Plan

Expands Retirement Benefit Options for Small to Mid-sized Businesses and Private Equity Firms

Thryve Wealth Management Launches Independent RIA to Transform Wealth Management

The firm’s platform merges the strengths of traditional portfolio management with evolving growth themes that are shaping the future of the economy.

Race for Relevance Fuels M&A in Asset and Wealth Management

The most fragmented sector of financial services is likely to see the number of firms fall by 20% over the next five years.

Americana Partners Expands Into Nashville With Acquisition of Goodpasture Gray

$11.5* Billion Texas-Based Wealth Management Firm Continues Growing Footprint Beyond Texas, Tapping Sports & Entertainment Market

Fairway Wealth Management Named to Forbes 2025 Top RIA Firms List

This is the firm’s third consecutive year on this list.

Mercer Advisors Adds Singer Burke to its Ultra-High-Net-Worth Regis Group, and Launches Practice to Serve Entertainment and Creative Professionals

Los Angeles-based firm brings 50-year legacy of serving clients in prestigious roles within entertainment, media and business leadership

Wealth and Asset Management