Managers of Wealth Americas

Perigon Wealth Management Deepens Goldman Sachs Relationship

New Custodian Addition Brings Advisor Flexibility and Choice through Streamlined Services for RIAs

Merrill Wealth Management forms advisory group to serve UHNW clients

The new group will help advisors build tailored portfolios for clients with custom asset allocation and multi-asset strategies.

Four keys to better thematic investing

We see thematic investing as an essential component clients can incorporate into their long-term investment strategy.

First American Bank Partners with InvestCloud to Enhance Wealth Management Digital Experience

Collaboration aims to enhance client engagement and streamline advisory services through innovative technology solutions

Idaho Trust to Acquire Trust and Wealth Management Division of Bank of Idaho

The acquisition expands Idaho Trust's footprint in the trust and wealth management space and complements its specialized services.

Credit Union Wealth Group Launches Managed Bond Portfolios for Credit Unions’ Part 703 Investments

Credit unions may select strategies at their discretion or collaborate with a Credit Union Wealth Group advisor.

Pettinelli Financial Partners overhauls leadership and service model

Independent wealth manager completes a multi-year reorganisation

New CS Nazi-Era Alegations: What It Means for UBS

The accusations, tied to previously undisclosed Nazi-linked accounts, have led to intensified scrutiny from U.S. lawmakers and investigators.

Wealth managers warn investors to watch out for these 3 major themes in 2025

Despite the uncertainty that comes with changing times, one piece of personal finance advice remains eternal: Don’t let emotions take over your financial planning.

Z2 Investment Management is pleased to announce an investment in Coastline Wealth Management

We are excited to work with Z2

Mission Wealth Announces 2025 Partner Class, Celebrates 25 Years of Innovation

This announcement comes as Mission Wealth surpassed another milestone—over $10 billion in assets under management.

The Humphreys Group Announces Strategic Partnership with Treehouse Wealth Advisors

Bay Area wealth management firms join forces to provide expanded financial services

$124tn in wealth will change hands by 2048

Nearly $100 trillion will be transferred from Baby Boomers and older generations, representing 81% of all transfers.

Scotia Global Asset Management announces final year-end reinvested distributions for the Scotia ETFs

The additional units will be immediately consolidated so that the number of units outstanding following the distribution will equal the number of units outstanding prior to the distribution.

Trump's Net Worth Rose $3.6 Billion This Year—Despite Wild Fluctuations In His Wealth

His net worth fell from $2.5 billion after his legal burdens weighed down his net worth between January and March.

BlueRock Horizon AM unveils plan to maximise growth

Asset management firm BlueRock Horizon is shaking up the investment world with an AI-powered strategy, designed to deliver superior returns while minimising risk.

CIBC named to the Dow Jones Sustainability North America Index for the 20th consecutive year

CIBC was named a 2025 Catalyst Award winner in recognition of the bank's ongoing commitment to advancing gender equity

MetLife Investment Management to Acquire PineBridge Investments

The acquisition excludes PineBridge’s private equity funds group business and its joint venture in China.

Litman Gregory Wealth Management Named on Forbes’ 2024 America’s Top RIA Firms List

The selection by Forbes is based on an extensive due diligence process developed by SHOOK Research, which evaluates firms on both qualitative and quantitative factors.

Remembering Dick Parsons, Longtime Lazard Board Member

Dick's storied career embodied the finest traditions of American business leadership.

Wealth and Asset Management