Managers of Wealth Americas

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.

The looming advisor shortage in US wealth management

Demand is strong. Capturing it will require wealth managers to tackle the impending shortage of advisors.

UBS CEO Reiterates Focus on Cost Cuts in US Wealth

The comments came as UBS’s headcount in the Americas

J.C. Flowers invests in Canada’s Infinite Investment Systems

The company will utilise the capital to expand its product line-up, improve its services, as well as deepen its footprint.

Key Private Bank Honored for 'Private Banking Client Service'

KeyBank's exceptional client service recognized for the fifth time

Personal lines insurance: Enhancing wealth management for the next generation

Comprehensive personal lines insurance is key for wealth managers to enhance their value proposition and attract HNW clients.

European and UK Equity Capital Markets Review January 2025

Equity markets have carried 2024’s momentum into January 2025, with uncertainty over US trade tariffs impacting February performance.

Sanctuary Wealth Welcomes NewSpring Wealth Partners from UBS

Minneapolis-based Kristin Larson is the latest wirehouse advisor to choose Sanctuary's Partnered Independence model

Next-gen woman advisor managing $200M switches from UBS to Sanctuary Wealth

Advisor joins the Partnered Independence model for new firm launch.

Hoxton Wealth opens first office in Mexico City

Country manager Aaron Vickery started his finance career in finance with St James Place

Osaic Expands its W2 Employee Affiliation Channel with Payant Wealth Management Group

$360 Million RIA Joins Osaic's Corporate RIA in Greater Tampa Area

Canaccord Genuity Group Inc reports third quarter fiscal 2025 results

Third quarter dividend of $0.085 per common share

Penn Wealth Planning recognized as a Best-in-State Wealth Management Team by Forbes

Penn Wealth Planning provides financial advice that is anchored in a solid understanding of client needs

Corient Acquires Rootstock, an Ultra-High-Net-Worth Pittsburgh-Based RIA with Approximately $600 Million in Assets Under Management

The acquisition of Rootstock is Corient’s third transaction in the past three months.

Orion Expands Capabilities to Help Advisors Capture Opportunities with Affluent Clients Through Highly Personalized Services

Great Wealth Transfer accelerates demand for bespoke reporting, estate planning, trust accounting and foreign exchange solutions

Wealth and Asset Management