Managers of Wealth Americas

Bank of America advisers get green light for bitcoin

Bank of America has allowed its 15,000 advisers to consider bitcoin ETF allocations for its wealth management clients for the first time this month.

SimCorp and MSCI expand collaboration to streamline investment managers’ access to private market data

Buy-side firms using SimCorp One will gain access to MSCI’s managed data collection service and industry-leading private capital datasets - empowering SimCorp clients with actionable data, intelligence and operational efficiency.

UBS Advisor Team Hollenbaugh Rukeyser Safro & Williams Ranked #4 on Forbes America’s Top Private Wealth Management Teams List

The team ranked #4 nationally, making it the highest ranked UBS team on the list and marking the third consecutive year that the team has been named to the list.

JPMorgan abandons proxy advisers and turns to AI

The decision applies immediately and comes as regulatory scrutiny increases around the proxy advisory sector.

Apex and Allfunds partner on offshore investment access

The partnership will establish a technical link between the Allfunds platform and Apex’s AscendOS system.

Battistelli Holland Wealth Management Group of Stifel named to Forbes’ Best-in-State Wealth Management Teams list for third consecutive year

The team has more than six decades of investment industry experience and believes that clients should have financial advisors in their corner who truly understand their needs and offer a personalized approach to investing.

Hightower Expands Signature Wealth Brand with the Addition of Five Advisory Practices, Enhancing the Client Experience Nationwide

With this expansion, the HTSW brand now operates across 19 locations nationwide, with more than 100 advisors, offering clients a unified, elevated wealth management experience.

Wealth and Asset Management

Bank of America advisers get green light for bitcoin

SimCorp and MSCI expand collaboration to streamline investment managers’ access to private market data

UBS Advisor Team Hollenbaugh Rukeyser Safro & Williams Ranked #4 on Forbes America’s Top Private Wealth Management Teams List

JPMorgan abandons proxy advisers and turns to AI

Apex and Allfunds partner on offshore investment access

Battistelli Holland Wealth Management Group of Stifel named to Forbes’ Best-in-State Wealth Management Teams list for third consecutive year

Meet Our Forbes/Shook 2026 Best-In-State Wealth Management Teams

Record 29 William Blair Teams Named by Forbes as Best-in-State

Citi Wealth Releases Macroeconomic and Markets View for 1Q 2026

Northern Trust Asset Management Delivers Direct Indexing Solution on Envestnet Platform

Broadridge’s Distributed Ledger Repo Platform Processes Nearly $9 Trillion in December

Mercer expands in US with purchase of two wealth management firms

Steward Partners Recognized in Forbes' 2026 Best-In-State Rankings with Seven Notable Teams

Apollon Wealth Management Establishes Louisville Office in Partnership With Advisor Bryce Lanham

Cerity Partners Announces Merger with Austin Private Wealth

Fifth Third Private Bank Named Best Private Bank for Seventh Year by Global Finance

EP Wealth Advisors Continues Arizona Expansion with Acquisition of Capital Insight Partners

Apella acquires PBMares Wealth Management

Goldman Sachs launches Ayco referrals program with Mercer, Wealth Enhancement on board

Hightower Expands Signature Wealth Brand with the Addition of Five Advisory Practices, Enhancing the Client Experience Nationwide