Managers of Wealth Americas

Creative Planning Acquires First International RIA, Baseline Wealth Management

The acquisition adds 14 employees and more than $1 billion in assets under management to Creative Planning.

Wealth manager Fidelis Capital to roll out private markets options via Opto

Last month, Opto formed a partnership with Quotient Wealth Partners and TritonPoint Wealth to offer a series of custom private markets funds for client portfolios.

Windgate Wealth Management Joins Chicago-based Rothschild Wealth Partners

Rothschild Wealth Partners has a team of highly qualified advisors dedicated to assisting affluent families

Savant Wealth Management Acquires $497M Tennessee Firm

“We wanted a partner that could provide expanded capabilities, including estate planning, trust services, and tax planning.”

How the Biggest Wealth Shift Ever Could Change Your Financial Future

It will influence retirement, investments, and tax strategies for decades. Here's how to prepare, whether you're leaving an inheritance or receiving one.

Nour Private Wealth enters into a definitive agreement to acquire Goodwood Français

This planned partnership reflects our commitment to providing thoughtful, comprehensive, and tailored wealth management solutions, supported by a culture of care, discretion, and continuity across generations.

Aurum Capital unveils AI-driven quantitative wealth advisory platform

The platform is designed to assist investors with wealth management through data analysis and tailored portfolio strategies.

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.

Wealth and Asset Management