Managers of Wealth Americas

Sequoia Financial to buy wealth manager The Martin Worley Group

The acquired company managed assets worth $430m as of 30 June 2025.

Canaccord Genuity Group Inc. through its Australian operation announces acquisition of wilsons advisory

Agreement substantially increases the scale of the Company’s Australian wealth management business and establishes a strong platform for continued growth

Merchant Invests In $4.2B Meridian Wealth with Aim to Fuel Growth

Merchant’s latest RIA investment comes after staking several wealth-adjacent firms in 2025.

LPL Financial Welcomes Zarra Wealth Management

“With LPL, we now have access to a broader range of products, tools, technology, and support to elevate our practice and help clients.” - Christopher Zarra

Emerging markets are poised to keep outperforming

The US dollar’s loss of momentum this year has provided a relief for many key emerging markets.

Northern Trust Launches Fixed Income ETF Suites

New Active ETFs Feature Innovative Distributing Ladder Design

Cambridge Announces Successful Launch of Wealth Management Industry's First Fully Agentic-AI-Driven Account Opening Tool

In developing this technology, Cambridge took the same measured approach it has used to successfully deploy its existing internal generative AI tools.

California Team Leaves UBS to Create a New Independent, Planning-Driven Firm: Dial Square Private Wealth

Dial Square works with wealth creators who are looking to protect the assets they have already built, as well as clients on the rise who want to grow wealth and achieve new heights through a disciplined approach.

FNZ launches Advisor AI to redefine advisor productivity and scale personalized advice

The solution will help financial advisors enhance productivity, deliver more personalized advice and serve more clients at scale.

RWA Wealth Partners Expands West Coast Presence with Acquisition of Moirai Wealth Management

Acquisition adds $344 million in new client assets and enhances RWA’s family office capabilities and team

United States tops 2025 Global Wealth Rankings, China second, Thailand ranks 31st

Japan ranks third with US$21.332 trillion (around THB 691.9 trillion), blending tradition and innovation, with wealth driven by both industry and cultural heritage.

RWA Wealth Partners Expands West Coast Presence with Acquisition of Moirai Wealth Management

Acquisition adds $344 million in new client assets and enhances RWA's family office capabilities and team

Billionaire Warren Buffett Sold 41% of Berkshire's Stake in Bank of America

No asset manager's trading activity is more closely followed than that of Warren Buffett.

Scotia Global Asset Management announces sub-adviser changes Français

There will be no change to the investment objectives of these funds as a result of these changes.

Cache Raises $12.5M Series A to Expand Tax-Efficient Diversification Platform

Fintech company reaches $625M in assets, bringing tax-efficient diversification strategies to mainstream investors with concentrated stock positions

MSCI Forges Strategic Collaboration with PNC Bank to Expand Personalized Wealth Management

MSCI Wealth Manager was designed to support advisors’ efforts to provide tailored financial advice to a wider range of clients by unifying portfolio construction, model management, analytics and client proposal generation within a single solution.

Citi Continues Global Roll Out and Enhancements to CitiDirect® Commercial Banking Platform

Since 2023, the platform has continued to evolve to meet the needs of clients and to integrate additional enhancements.

Steward Partners Acquires Longbridge Wealth Advisors, Further Scaling Its Legacy Division

North Canton, Ohio-based team adds $481 million in assets to Steward Partners

Broadridge Partners with BMLL to Bring Advanced Pre-Trade Analytics to Global Trading Participants

Pre-trade analytics integrated into Broadridge's sell-side Global OMS and buy-side EMS, Xilix, in Japan

Zoe Wealth Platform Aims to Revolutionize RIA Workflows With First Actionable Salesforce Integration

This update brings advisor workflows and real-time account data from the Zoe Wealth Platform directly into the Salesforce CRM.

Wealth and Asset Management