Managers of Wealth Americas

Rob Edwards Named as One of 2025 Forbes Best-in-State Wealth Advisors

Naples financial advisor earns prestigious ranking for impact on high-net-worth families and their wealth.

Funded Ventures Launches Terrace Wealth in Partnership with Industry Veteran Ryan Bowman to Offer Tailored Wealth Management Solutions

Midwest-Based Wealth Management Firm, Based in Clayton, Missouri, Seeks Acquisition Partners

Barron’s 2025 Top 100 Financial Advisors and Top 250 Private Wealth Management Teams

All four wealth advisors have been named to the list in previous years.

Sanctuary Wealth Launches 1280 Financial Partners in $2 Billion Transition from UBS

Sanctuary makes minority investment in 1280 Financial Partners

Hub International Enhances Retirement and Wealth Management Services with Acquisition of Prestige Wealth Partners in Florida

The move continues to strengthen Hub's Retirement & Private Wealth practices

Mercer Advisors Acquires Lewis Wealth Management

Fiduciary-first financial planning firm reinforces Mercer Advisors’ footprint in Denver

RBC Wealth Management survey: A generational look at the Great Wealth Transfer shows financial advisors to play a pivotal role in a smooth transition

Successful wealth transfer requires communication to guide heirs, and financial advisors are uniquely positioned to help families navigate conversations about legacy and values

Brookfield Wealth Solutions Announces First Quarter Results and Declares Quarterly Distribution

The increase in earnings for the current period reflects contributions from AEL

Northern Trust Named Best Private Bank in U.S. for Digital Wealth Planning, Digital Customer Experience

Judged by a panel of experts, the awards highlight companies and products that use technology to enhance client experiences, streamline operations and improve investment outcomes.

UBS survey shows wealthy women, and the next generation, feel unprepared for the Great Wealth Transfer

The report, capturing perspectives from women at various stages of the wealth transfer process, highlights the urgency for better preparation and communication to ensure a smoother transition.

Experienced Tax Specialists at Chase Buchanan Wealth Management Reflect on the Changing 2025 Global Economic Landscape

Chase Buchanan Wealth Management outlines key 2025 tax and economic challenges facing expatriates amid global policy changes

BBVA Opens Its Third International Private Banking Hub in Spain, Following the U.S. and Switzerland

The new unit, based in Madrid, has 5 professionals dedicated to international clients

First Rate Launches Alts Data Management Solution to Revolutionize Wealth Management Operations

As wealth management firms increasingly turn to alternative assets to diversify and enhance client portfolios, the complexity of managing data across multiple asset types can become overwhelming.

Venturi Private Wealth Partners With Opto Investments to Expand Private Markets Program, Strengthen Family Office Services

$3 billion RIA serving UHNW clients joins forces with Opto Investments to help scale and grow its private markets offering

Wealth and Asset Management