Managers of Wealth Americas

Larry Roth Rebrands Wealth Consultancy, Hires Former Securities America CEO

RLR Strategic Partners is now Ascentix Partners, with a beefed-up leadership team and new network of independent consulting firms.

J.P. Morgan Wealth Management breaks record with 40 advisors on Forbes’ top next-gen list

Over half of the J.P. Morgan advisors on the list honored for second year in a row

$275 Million Providence Wealth Planning Chooses Osaic

Family-led advisory team joins Osaic from LPL Financial, citing shared values, technology support and growth opportunities with new affiliation

Eight William Blair Colleagues Named Top Next-Gen Wealth Advisor Best-in-State by Forbes

These advisors and their teams serve individuals, families, organizations, and foundations to help them achieve their investment goals, strengthen family legacies, and endow their clients’ charitable activities.

2025 Forbes/Shook Top Next-Gen Wealth Advisors Best-in-State

Advisors are nominated by their firm based on the strictest criteria.

Savant Wealth Management Acquires Tech-Focused Silicon Valley RIA

Parkworth Wealth Management Expands Savant’s Niche Strategy, California Footprint

BNY to Speak at the Barclays Global Financial Services Conference

The discussion may include forward-looking statements and other material information.

Broadridge Partners with Uptiq to Modernize Wealth Management with AI-Powered Wealth Lending Solutions

Through the integration with Uptiq, financial advisors can more easily source and compare loan options tailored to their clients' needs, while automating manual tasks such as referral submission, loan processing, and covenant tracking.

HSBC US Head of Wealth and Private Banking Racquel Oden Named to 2025 Forbes 50 Over 50 List of Visionary Women

Prior to joining HSBC, Oden held executive roles at JPMorgan Chase, Merrill Lynch, UBS, and Morgan Stanley, where she earned a reputation for driving growth and building inclusive leadership teams.

Janney Named Official Wealth Management Partner of the Philadelphia Eagles

A Partnership Built on Shared Values of Excellence, Teamwork, and Results

Wealth Enhancement Announces Acquisition of Manwaring Wealth Management, an Independent RIA with Over $164 Million in Client Assets

This partnership marks Wealth Enhancement's third location in Arizona and brings the firm's total client assets to more than $117.8 billion.

Lido Advisors Partnering With $850 Million Firm Olympus Wealth Management

The whole Olympus team will remain at their current office in Cottonwood Heights, Utah.

RIA Tempo Wealth Launches With $650M, Executive Client Focus

Three advisors go from broker/dealer affiliate to RIA group to launching their practice outside of Cleveland with a focus on working with business executives.

Raymond James To Welcome New $605 Million Program with Texas Community Bank

With this new alignment, TCB Investments will provide clients with investment and wealth management services through Raymond James Financial Services.

Lido Advisors to Partner with Olympus Wealth Management

Salt Lake City-Based RIA Serves HNW & UHNW Business Owners & Families with Over $850M in RAUM

AE Wealth Management Achieves $40 Billion in AUM Milestone

This milestone marks the latest chapter in AEWM's inspiring growth journey. It reflects the firm's ongoing commitment to innovation, partnership, and providing exceptional value to its advisors and clients.

Janney Named Official Wealth Management Partner of the Philadelphia Eagles

A Partnership Built on Shared Values of Excellence, Teamwork, and Results

New Wealth Management Research Finds Transition Support Services Critical to Retaining Assets During Advisor Moves

Advisors retain more assets in lateral moves—but transitions remain challenging, according to new research issued by Cerulli Associates and sponsored by 55ip

DORA breathing down your neck? Why banks without PaaS are failing in cloud migration

This shift is being driven not only by competitive pressure from FinTechs, but also by stricter EU regulations such as DORA, rising operating costs, and the need for greater agility through modular architectures.

Chambers High Net Worth 2025 Guide Again Recognizes Firm and Members of Lowenstein’s Private Client Services

Lawyers and firms are assessed by various factors, including legal knowledge and experience, professional ability, effectiveness, and client service.

Wealth and Asset Management