Managers of Wealth Americas

Veteran Advisors Launch XXI Wealth in Partnership with Dynasty Financial Partners

Team Previously Managed $900 Million in Assets; Clients Include Athletes, Attorneys, Business Professionals, and Entrepreneurs

Citizens Bank sues $20bn Summit Trail over poaching allegations

The Providence, R.I.-based bank claims Summit Trail recruited an advisor in 2024 and helped him bring clients over to the New York RIA.

RBC Wealth Management congratulates financial advisors recognized as top brokers under 40 by Financial Planning

Both annual lists rank advisors by production totals.

Wealth managers struggle to serve women of substance

The financial priorities and succession planning approaches of men and women reveal significant differences.

Evergreen funds: the view from one of the world’s largest asset managers

JP Morgan Asset Management's Brandon Robinson on the rise of evergreen funds

Fidelity Unveils New ETF Model Portfolios for Wealth Managers

Matt Apakarian, an analyst with Cerulli Research, highlights the growing appeal of customizable model portfolios

JPMorgan Takes In $60 Billion From Rich Latin American Clients

Mexican clients account for $85 billion of the total.

Alera Group Accelerates Growth in Wealth Management and Retirement Plan Divisions

Leadership Drives Strategic Investments, Acquisitions and Partnerships

Women-Focused Wealth Manager Marilyn Suey of Diamond Group Wealth Advisors Wins Major Award

The award is not indicative of the wealth manager’s future investment performance.

UBS Advisor Team The Matthews Group Named to Forbes Top Wealth Management Teams and Best-in-State Lists

Together, they provide a multi-disciplinary approach to delivering holistic advice to ultra-high net worth individuals, business owners, entrepreneurs and multi-generational families.

Marsh McLennan’s Mercer to Acquire SECOR Asset Management

As part of the agreement, SECOR’s more than 40 colleagues in New York and London will join Mercer upon completion of the transaction.

30 Fastest-Growing Wealthy Suburbs in America

Additional factors found for each location include median household income, average home value and livability score.

IG Wealth Management Expands Azure Separately Managed Account Offering with New Mandates and Asset Management Partners

Separately Managed Accounts have become increasingly important

Bob Chitrathorn Again Is Accepted into Kiplinger Advisor Collective

Recognized for his financial expertise, Bob Chitrathorn earns a coveted spot in Kiplinger Advisor Collective Again

Creative Planning Acquires Maxwell Wealth Strategies

Decerno Advisors served as exclusive advisor while Carter West served as legal counsel to Maxwell Wealth Strategies in the transaction.

186 Ameriprise Financial Advisors Named to the Forbes “Top Women Wealth Advisors Best-In-State” List

The rankings are finalized based on data provided by thousands of the nation’s most accomplished women advisors.

Eight Hightower Advisors Named to Forbes’ 2025 “Top Women Wealth Advisors Best-in-State” List

This prestigious ranking highlights the top female advisors in the nation, who collectively manage more than $12.7 billion in assets as of September 30, 2024.

Bluespring Wealth buys Kentucky’s Reliant Wealth Planning

The acquisition adds over $560m in assets under management to Bluespring's portfolio.

Brookfield Asset Management Announces Record 2024 Results and 15% Dividend Increase

Quarterly Fee-Related Earnings up 17% Year-Over-Year to a Record $677 Million

LPL Onboards $1 Billion Team Salient Wealth Planning Group

Salient’s team selected LPL for its advanced capabilities and commitment to providing exceptional customer service experiences.

Wealth and Asset Management