Managers of Wealth Americas

Carson Group Fully Acquires $395M Carson Wealth Minnesota Location

Moving to full ownership just made sense for where we are and where we want to go

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.

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

14 Oppenheimer Teams Named Best-In-State

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

William Blair wealth teams serve individuals, families, organizations, and foundations to help them achieve their investment goals, strengthen family legacies, and endow their clients' charitable activities.

Citi Wealth Releases Macroeconomic and Markets View for 1Q 2026

Staying Grounded in a Noisy World

Northern Trust Asset Management Delivers Direct Indexing Solution on Envestnet Platform

Northern Trust Asset Management’s direct indexing solution offers a diverse lineup of equity investment strategies

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

December 2025 ADV up 490% YOY, Highlighting the Rapid Adoption of Tokenized Settlement

Mercer expands in US with purchase of two wealth management firms

The two wealth managers are Poterack Capital Advisory (PCA) and Long Run Wealth Advisors.

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

Recognition spotlights the firm's nationwide leadership, client-first approach, and employee-owned model

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

Expanding Apollon’s presence in Louisville alongside Bryce Lanham reflects our ongoing commitment to partnering with advisors who put clients first

Cerity Partners Announces Merger with Austin Private Wealth

This expanded offering enhances depth across advanced estate and tax strategies, institutional-quality investment solutions, and multi-generational planning to support increasingly complex client needs.

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

Global Finance announced the honors for its 2026 World’s Best Private Bank Awards.

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

Continuing momentum in the Southwest with the addition of a respected Arizona advisory team

Apella acquires PBMares Wealth Management

PBMares Wealth Management is an independent registered investment advisory firm, with a focus on “personalised” financial advice.

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

Citywire reported last year that Goldman Sachs was considering developing a new program which would refer clients from Ayco out to independent RIAs.

Wealth and Asset Management