Managers of Wealth Americas

Beyond Wealth Management: Inside Iron Tree Financial’s Black Label Experience for High-Net-Worth Individuals

That philosophy is at the heart of Iron Tree’s Black Label Experience, a curated service designed for high-net-worth individuals and families whose financial lives are as complex as they are ambitious.

Lido Partners With Fountainhead Advisors To Expand National Wealth Management Footprint

The partnership strengthens Lido Advisors’ presence in two key markets while adding a team that aligns closely with Lido’s culture and client-centric philosophy.

Canadians struggle with growing financial complexity, warns C.D. Howe Institute

As personal wealth climbs, so does the pressure on Canadians to make smarter and riskier money moves

The Real AI in Wealth Management: Alternative Investments’ Moment

Advisors are committed to expanding access to alternatives for clients who demand them, but the roadblocks are real.

The rise of alternative investments

But 2025 marks a turning point. Alternatives are now entering the mainstream of private wealth portfolios, reshaping how high-net-worth individuals (HNWIs) and their advisors approach portfolio construction.

Inside the Modern Family Office: Complexity, Innovation, and a Generational Shift

Generational transitions, economic optimism, and rapid technological advancements are reshaping how family offices manage and preserve multigenerational wealth.

RBC Wealth Management expands into Louisiana with $1.2B advisory team

Team members include managing directors Mark H. Heller and Diana Dalton Stieffel, financial adviser Andrew B. Noto, senior investment associate Terri Folkins, and senior client associate Colleen Kirkpatrick.

Dakota Wealth Management Acquires Lokken Investment Group, Strengthening Commitment to Personalized Wealth Management and Client Continuity

This strategic move aims to ensure seamless continuity and expanded service platform for Lokken Investment Group’s clientele.

Dakota Wealth Management Acquires Lokken Investment Group, Strengthening Commitment to Personalized Wealth Management and Client Continuity

With the addition of their $455 million in managed assets, Dakota's assets under management will be nearly $7.5 billion.

Bank of America CEO sees a ‘huge opportunity’ in the U.S. wealth business and ultra-high net worth

There is a huge opportunity in the U.S. wealth business

Eton Solutions Brings Billionaire-Grade Wealth Management To Individuals With 15M+ in Assets

EtonAlpha™ Combines the Power of a Family Office With The Ease of a Money App So Ultra High Net Worth Individuals Can Effectively Manage Their Global Assets

Broadridge Reports First Quarter Fiscal 2026 Results

Reaffirming FY'26 guidance including Adjusted EPS growth of 8-12% and Closed sales of $290-$330 million

Santander named ‘Best Private Bank’ in Spain and Poland by The Banker

The magazine also grants a special commendation to Santander Private Banking Mexico.

Northern Trust Named Best Private Bank in U.S.

Also Received Top Honors for Best Private Bank in North America for Entrepreneurs and Alternatives

Savvy Attracts Trio of Commonwealth Teams as LPL Strives for 90% Retention

The latest additions (along with other recent moves) will push Savvy’s total advisor count to 100. The three Commonwealth teams collectively manage nearly $400 million in client assets.

IGM Financial posts record Q3 as advisory inflows surge amid wealth business pivot

Advisory arm sees sharp growth with $302 billion in client assets and $2.4 billion inflows

BofA eyes moderate asset growth for wealth management division – report

Merrill Wealth Management co-president Eric Schimpf stated that pre-tax margins could expand between 4% and 6% over the coming years.

Family offices make fewer deals but still flock to AI startup mega-rounds

While family offices are making fewer bets, their appetite for large rounds hasn’t budged as they seek bigger returns and to tap into the AI boom.

Merrill Wealth Aims To Double Organic Growth Rate Via Existing Bank of America Clients

During the wirehouse’s first Investor Day in about 15 years, Merrill Wealth Co-Heads Lindsay Hans and Eric Schimpf detailed how the wealth division has an “enormous” opportunity among existing HNW bank clients.

Five UBS Pacific Desert Market Financial Advisors Recognized on Forbes’ Top Next-Gen Advisors Best-in-State List

Of the five, Phoenix-based advisor Stockton Schultz was recognized nationally as one of the top 100 advisors in the country and ranked the #1 advisor in Arizona on the Forbes America’s Top Next-Gen Wealth Advisors list.

Wealth and Asset Management