Managers of Wealth Americas

Apella Wealth Expands West Coast Presence with Addition of Young Wealth Management

Wealth management firm from Davis, CA brings $144 million in AUM

Savant Wealth Management Acquires Source Financial Advisors

New York Firm Specializes in Working with Divorcing/Divorced Women

Citadel Credit Union Announces Partnership with Cetera Financial Group to Power Wealth Management Programs and Enhance Member Experience

The selection reflects Citadel's dedication to providing world-class solutions to empower members' financial well-being while fostering a culture of excellence within its wealth management division.

Hightower Makes Strategic Investment in Dechtman Wealth Management

Denver Wealth Manager to Scale and Grow its Family-run Business at Hightower

Vanguard Establishing New Advice & Wealth Management Division

They are grounded in the firm’s core philosophy of high-quality, diversified, and low-cost solutions designed to help clients keep more of their return.

Homrich Berg Brings On $6.4 B RIA WMS Partners As Part of Family Office Expansion

$18B Atlanta-based RIA continues growth into the mid-Atlantic region

Hightower Makes Strategic Investment in Dechtman Wealth Management

Denver Wealth Manager to Scale and Grow its Family-run Business at Hightower

Quilter’s WealthSelect boosts US equity allocation as Trump sugar rush anticipated

The WealthSelect portfolio managers have maintained their generally cautious stance.

Wagner Wealth Management earns three SC Business Awards

After nominations and a round of voting by the public, the firm received two Gold Awards for Best Wealth Management Company and Best Financial Brokerage Firm, and also earned a Silver Award for Best Company of the Year in the 1 to 99 Employees Category.

UBS is Turning Its US Wealth Business Inside Out

Instead of the previous two national divisions, the business has now been reorganized into four regions, in addition to UBS International and the Wealth Advice Center.

Three UBS advisor teams named to the Forbes America’s Top Wealth Management Teams Private Wealth list

All three teams are part of the firm’s Philadelphia D.C. Wealth Management Market, which is managed by Market Executive Julie Fox.

WSR Honors The COO 5: Top Wealth Management COOs Of 2024

WSR Names Kris Chester, Patrick Farrell, Dan Tobin, Tarah Williams And Michael Zebrowski To 2024 Group Of Outstanding Operations Executives

Northern Trust Releases Third Business Owner Benchmark

2025 promises to be a consequential year for business owners who face decisions about growth, family and legacy

EFG Private Bank: Trump bringing bold but not wise policy

While there are economic issues to discuss, "people only want to talk about Trump".

Citi Wealth Releases Outlook 2025 - Growth Amid Discord: Strategies for a “Rule-Breaking” Expansion

The report offers detailed perspectives on the global economic, market and geopolitical landscape ahead.

LPL Financial Celebrates its Growing Network of Women in Wealth Management

Representing the largest community of female financial advisors in the industry, LPL’s sixth annual Achieve Conference unites a community of successful wealth management professionals

UBS Casts Wider Client Net with US Wealth Unit Shakeup

The firm on Tuesday announced wide-ranging leadership changes in its U.S. wealth operations and plans to devote more attention to pursuing clients below its typical ultra-high-net-worth neighborhood.

3 reasons to consider launching a European private market fund

Strategic growth is often synonymous with new products and distribution channels.

Sanctuary Wealth Expands and Enhances its Sanctuary One platform with BNY

Integration of BNY Pershing’s Wove Platform Allows Sanctuary Partner Firms to Elevate Client Experience

UBS revamps US wealth management business

This will enable decisions to be made more quickly and a better response to customer needs will be possible.

Wealth and Asset Management