Managers of Wealth Americas

LPL Financial Welcomes Longstreet Wealth Management

Despite operating from different towns, the team enjoys collaborating and values the fresh perspectives each member brings, believing that sharing ideas leads to new opportunities.

US wealth manager enters Luxembourg in bid to create world’s largest family office

Luxembourg multi-family office leader talks about takeover by Corient, why demand is growing and why he expects more consolidation

GTCR to acquire Fiduciary to boost wealth management

GTCR will partner with Fiduciary’s CEO Austin Shapard and management team to accelerate growth.

As market rallied to record highs last quarter, ultra-rich family offices bought beaten up stocks

AI enthusiasm boosted global markets to record highs

J.D. Power: Advised and DIY Investors Seem to Like AI Assistants

In a client satisfaction survey of digital wealth management platforms, J.D. Power finds both advised and DIY investors like working with AI-driven assistants—at least to start.

IG Wealth Management 2026 Market Outlook: Policy Tailwinds, AI Investments and Wealth Effect Will Shape Growth

Throughout 2025, artificial intelligence (AI) dominated conversations across sectors.

Family Offices Merge to Create $10B Wealth Manager

The combined firm launches with backing from private equity investor BW Forsyth Partners.

How household wealth is helping drive consumption in the US

This concentration of spending power means aggregate demand is far more fragile than headline figures may suggest.

Beacon Pointe Acquires $1.2B Female-Led RIA

The addition of Hemington Wealth Management represents Beacon Pointe’s 12th deal this year, and its fifth female-led team.

Insigneo Attracts Founding Member of $6 Billion Raymond James Team

Insigneo announced the addition of "The Americas Financial Group" to its ranks, a new team formed by José Cabrera Sr., along with José Cabrera Jr. and Kristina Cabrera

JP Morgan Private Bank outlines investment strategy for 2026

The outlook identifies AI as a major driver of industry transformation, cost reduction and productivity growth.

Evergreen Wealth Announces $5,000 Match for Its Clients’ Charitable Contributions

Evergreen Wealth, a next-generation, digital Registered Investment Advisor (RIA) that provides tax-aware investment management and AI-powered financial advice, launches a year-end initiative to help clients maximize giving impact through donor-advised fun

JPMorgan plans to hire 200 wealth advisers for its private bank next year

Lenders are jockeying for talent to capture wealthy clients

Digital Wealth Partners Awarded Investment Excellence Award from Wealth & Finance International Magazine

Most Pioneering Digital Asset Wealth Management Firm 2025 - Texas

The Mather Group partners with Napa Wealth Management

This partnership strengthens TMG’s presence in Northern California and expands its ability to serve business owners and families.

Does borrowing make sense in 2025?

Borrowing can form part of a prudent financial plan, although the risks should be carefully considered.

The Mather Group Announces Partnership With Napa Wealth Management, Expanding Presence in Northern California

Partnership deepens TMG’s West Coast presence and brings together two planning-led firms to enhance resources and client experience.

OneVest Introduces Enhanced Multilingual Capabilities, Supporting Global Wealth Managers with More Inclusive Advisor & Client Experiences

While many fintech platforms focus narrowly on interface translation, OneVest is transforming what accessibility looks like by delivering true multilingual integration across the full advisor and client experience.

It’s Harvest Time: Advancing Tax-Aware Portfolio Management for Wealth Managers

Yet in modern wealth management, tax loss harvesting is no longer a once-a-year exercise.

Forbes recognizes J.P. Morgan teams in 2025 America’s top wealth management teams ranking

Nine of these teams have been named to this ranking for at least two consecutive years, and five have been honored every year since the award’s inception in 2022.

Wealth and Asset Management