Managers of Wealth Americas

B. Riley Discloses Finra Exam of Wealth Management Business

Depending on what’s uncovered, these exams sometimes lead to sanctions or fines, but the existence of a probe doesn’t necessarily mean there’s been any wrongdoing.

Wealth team launches KRM Investment Counsel

A high-net-worth advisory group leaves Wintrust to embrace independence.

UBS Americas Advisor Base Drops Amid U.S. Wealth Restructuring

UBS reports an advisor headcount slip of 1.4% since the end of last year, but says it expected attrition and signals a “robust” recruiting pipeline.

JPMorganChase Advances Innovations in Benefits to Improve Financial Health for Consumers

Philanthropic commitments totaling $14.5 million aim to improve access to workplace and public benefits for low-to moderate-income consumers

UBS, Barclays and SocGen reap trading windfall from market turmoil

Banks become the latest to benefit from volatility triggered by Donald Trump’s aggressive trade policy

Merit Financial Advisors Partners with Safeguard Wealth Management

The merger was finalized on April 25, 2025.

Modern Wealth Marks Second Year in Business With 16th Acquisition, Establishes Presence in Chicago

Acquisition of OFM Wealth’s assets pushes Modern Wealth past $7.5 billion in assets under management (AUM) two years after its launch

Where Will Brookfield Asset Management Be in 5 Years?

Forecasters see that number rising to $60 trillion by 2032, or about 20% of the anticipated $300 trillion global investment market by AUM.

UBS unveils new Workplace Wealth Solutions technology for global stock plan issuers

UBS’s Equity Plan Services Plan Admin Pro offering will be powered by insightsoftware and provide clients with a comprehensive, flexible and scalable solution for global equity plan administration

Presage Global named a finalist in two categories for the Twelfth Annual Family Wealth Report Awards 2025

Presage Global is a finalist in two categories at the 2025 Family Wealth Report Awards for excellence in risk management and family office advisory services.

UBS Advisor Adam Epstein Named a Forbes Top Wealth Advisor

Adam is the founding member of Epstein Partners, one of the largest advisor teams at UBS Private Wealth Management.

UBS Private Wealth Advisor Michael Lundon named to Forbes Best-In-State Wealth Advisors list

The advisors highlighted on the 2025 Forbes Best-In-State Advisors list oversee a collective $16.7 trillion in assets.

Kathy Lintz of Matter Family Office Named Entrepreneur of the Year(R) 2025 Heartland Award Finalist

Celebrating visionary leadership shaping the future of family wealth management

MSCI using AI to fight wealth managers' spreadsheet habit

The US giant is introducing artificial intelligence-powered tools to its Wealth Manager platform and adding private markets capabilities.

Seven UBS Advisors in the Southeast Region Named to the Forbes America’s Top Wealth Advisors List

The tenth annual 2025 Forbes America’s Top Wealth Advisors list is comprised of 250 advisors that collectively manage about $2 trillion of assets.

Vanguard inks tripartite deal to boost adviser access to private markets

Both Wellington Management and Blackstone manage over US$1 trillion in assets each, with Blackstone covering alternative assets such as private equity, real estate, and credit.

TISE shareholders demonstrate strong support for proposed acquisition by Miami International Holdings

The Acquisition is to be implemented by means of a scheme of arrangement under Part VIII of the Companies (Guernsey) Law, 2008 (as amended) (the Scheme).

Harbourfront Wealth takes over KJ Harrison & Partners

With this acquisition, Harbourfront Wealth's total assets under administration will be nearly C$11bn (approximately $7.9bn).

UBS Private Wealth Advisor Jason Stephens named to Forbes America's Top Wealth Advisors and Forbes Best-In-State Wealth Advisors lists

Together with his team, The Stephens Group at UBS, Jason has provided comprehensive wealth management, legacy planning and philanthropic strategies to ultra-high-net-worth clients in southwest Florida for more than 25 years.

CapIntel partners with wealth firm to integrate proposal tools into advisor platform

Richardson Wealth integrates CapIntel system to assist advisors with client-facing proposals

Wealth and Asset Management