Managers of Wealth Americas

Personal lines insurance: Enhancing wealth management for the next generation

Comprehensive personal lines insurance is key for wealth managers to enhance their value proposition and attract HNW clients.

European and UK Equity Capital Markets Review January 2025

Equity markets have carried 2024’s momentum into January 2025, with uncertainty over US trade tariffs impacting February performance.

Sanctuary Wealth Welcomes NewSpring Wealth Partners from UBS

Minneapolis-based Kristin Larson is the latest wirehouse advisor to choose Sanctuary's Partnered Independence model

Next-gen woman advisor managing $200M switches from UBS to Sanctuary Wealth

Advisor joins the Partnered Independence model for new firm launch.

Hoxton Wealth opens first office in Mexico City

Country manager Aaron Vickery started his finance career in finance with St James Place

Osaic Expands its W2 Employee Affiliation Channel with Payant Wealth Management Group

$360 Million RIA Joins Osaic's Corporate RIA in Greater Tampa Area

Canaccord Genuity Group Inc reports third quarter fiscal 2025 results

Third quarter dividend of $0.085 per common share

Penn Wealth Planning recognized as a Best-in-State Wealth Management Team by Forbes

Penn Wealth Planning provides financial advice that is anchored in a solid understanding of client needs

Corient Acquires Rootstock, an Ultra-High-Net-Worth Pittsburgh-Based RIA with Approximately $600 Million in Assets Under Management

The acquisition of Rootstock is Corient’s third transaction in the past three months.

Orion Expands Capabilities to Help Advisors Capture Opportunities with Affluent Clients Through Highly Personalized Services

Great Wealth Transfer accelerates demand for bespoke reporting, estate planning, trust accounting and foreign exchange solutions

The saga continues: Brookfield enters $1.9bn bidding war for Insignia Financial

Insignia confirmed Brookfield’s offer, which matches those previously submitted by Bain and CC Capital.

Morgan Stanley to Host 16th Annual Go Red Women’s Leadership Event

Hosted in collaboration with the American Heart Association – Westchester & Fairfield Counties

32 UBS advisor teams in the South Wealth Management Market named to the Forbes Best-in-State Wealth Management Teams list

Among those recognized, UBS advisor team Family Office Partners ranked #1 in Tennessee on this year’s list.

Mercer Advisors Expands in Nashville with Acquisition of $660 Million Financial Partners Group

Tennessee-based firm strengthens Mercer Advisors' Southeast presence

Apollo reports spike in alt sales through wealth management group

Apollo is aiming by 2029 to have at least $150 billion in assets

Goldman Sachs Asset Management launches duo of EMEA active ETFs

Goldman Sachs expands active ETF offerings with duo of EMEA bond ETFs

LPL Financial Welcomes Charter Oak Wealth Partners

They reported serving approximately $600 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.

What do the top wealth management trends of 2025 mean for financial firms? Gareth Wilson, Global Banking Industry Leader at Capgemini tells all…

While some might see these as hurdles, others are embracing them as opportunities to innovate and strengthen client relationships.

Clearstead comes to Chicago with Waveland Family Office deal

Waveland provides a range of family office services, including investment management, financial planning, and tax compliance.

Aristia Wealth Management Launches New Equation in High Net Worth Planning

With the latest AI-powered technology, deep experience in advanced planning, and strategic investment insight, Aristia is a comprehensive solution for high-net-worth clients.

Wealth and Asset Management