Managers of Wealth Americas

$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.

Apollon Wealth Management Expands National Reach with Motley Fool Wealth Management Acquisition

The acquisition adds a highly aligned team to Apollon’s growing national platform

Arete Wealth Ranks Top 10 in Advisor Productivity in 2026 FA Magazine Survey

Firm achieves No. 8 ranking in revenue per advisor, reinforcing its position as a choice for high-performing financial advisors

Modern Wealth Expands With Former LPL Team in Florida

Modern Wealth acquires former LPL affiliate Legacy Wealth Management, marking its 20th acquisition and first Florida office, expanding its national footprint.

Savant Wealth Management Acquires Two RIAs, Adding $7B in Combined Assets

At the end of last year, First United owns 12% of Exencial Wealth Advisors, according to the RIA’s Form ADV Part 2A Brochure.

Big six bank asks why $110 billion stays in deposit accounts, not invested

BMO told investors at Investor Day it is focusing on existing clients with no wealth ties as it builds out its wealth strategy

Mesirow Again Ranked Among Top Chicago Area Wealth Management Firms

This recognition from Crain's Chicago Business reflects Mesirow Wealth Management's strong and growing position among firms serving the region's most affluent clients.

Patel Family Office and AHQ Launch $1bn ‘AYARA’ Hospitality Platform to Develop 50 Hotels in Saudi Arabia

US investors Patel Family Office and Saudi industrial conglomerate signed historic partnership agreement at FII PRIORITY Miami

PRC Financial Regulation Annual Report (2026) Wealth Management And Asset Management

On March 21, the National Financial Regulatory Administration (“NFRA”) issued the Administrative Measures for Commercial Banks' Agency Distribution Business.

Huntington National Bank Selects the SEI Wealth Platform

Streamlined Technology and Operations Infrastructure Aims to Fuel Growth of Wealth Management Business

RIA Callan Family Office Acquires Clarity Family Offices

The team is also supported by client service associate Joy McLaren.

53 UBS financial advisors in the Southeast Region named to the Barron’s Top 1500 Financial Advisors list

The 2026 Barron’s Top 1500 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.

Arax Investment Partners Adds Omni Financial Advisory Group

Designed to meet the unique financial needs and goals of its clients, Omni Financial's culture, built on trust, excellence and seamless client service, broadens Arax’s reach amid its rapid expansion across the country.

Carson Unveils One-Stop Client AI Query Tool for its Advisors

Carson worked with Amazon Web Services to build a one-stop, conversational AI query for advisors that reaches across proprietary and vendor wealth systems.

Hightower Faces Class Action Suit Over Data Breach

An alleged former employee claimed the company failed to protect client information. Hightower is the latest industry firm to fall victim to a breach in recent months.

Citibank Announces $2 Billion Redemption of 5.438% Notes Due 2026 and $1 Billion Redemption of Floating Rate Notes Due 2026

The cash redemption price for the notes payable on the redemption date will equal par plus accrued and unpaid interest to, but excluding, the redemption date.

Wealth and Asset Management