Managers of Wealth Americas

Cache Raises $12.5M Series A to Expand Tax-Efficient Diversification Platform

Fintech company reaches $625M in assets, bringing tax-efficient diversification strategies to mainstream investors with concentrated stock positions

MSCI Forges Strategic Collaboration with PNC Bank to Expand Personalized Wealth Management

MSCI Wealth Manager was designed to support advisors’ efforts to provide tailored financial advice to a wider range of clients by unifying portfolio construction, model management, analytics and client proposal generation within a single solution.

Citi Continues Global Roll Out and Enhancements to CitiDirect® Commercial Banking Platform

Since 2023, the platform has continued to evolve to meet the needs of clients and to integrate additional enhancements.

Steward Partners Acquires Longbridge Wealth Advisors, Further Scaling Its Legacy Division

North Canton, Ohio-based team adds $481 million in assets to Steward Partners

Broadridge Partners with BMLL to Bring Advanced Pre-Trade Analytics to Global Trading Participants

Pre-trade analytics integrated into Broadridge's sell-side Global OMS and buy-side EMS, Xilix, in Japan

Zoe Wealth Platform Aims to Revolutionize RIA Workflows With First Actionable Salesforce Integration

This update brings advisor workflows and real-time account data from the Zoe Wealth Platform directly into the Salesforce CRM.

LPL Financial, Fort Mill’s Financial Resources Group Acquire Mississippi-Based Coastal Wealth Management

The firm serves business owners, pre-retirees, and retirees, with a particular focus on clients in the music industry and college athletes.

Savant Wealth Management Named to Inc. 5000 for Third Consecutive Year

The firm’s ranking on the list has increased 1,682 points since 2023

Ollie Grant private wealth selected as top wealth management practice to watch by IAOTP

Ollie Grant will be honored at the International Association of Top Businesses and IAOTP's annual awards gala in Las Vegas

BlackRock and Vanguard lead US ‘super league’ dominating Europe

Regional expansion by group of US-based asset managers far outstrips local sector’s growth

Canaccord Genuity Group Inc. reports first quarter fiscal 2026 results

Excluding significantitems, quarterly earnings per common share of $0.13 (1) First quarter dividend of $0.085 per common share

Merrill Lynch Jones Wealth Management Team Backs Panerathon

Jones emphasized the importance of giving back to the community and highlighted the impact of the event in supporting the Joanie Abdu Comprehensive Breast Care Center.

Hoot Wealth Joins Maridea, Marking Transformational Step for Both Firms

Crow and Hinmon bring a proven track record

Partners Group Welcomes White House Executive Order Advocating for Inclusion of Private Markets Investments in Defined Contribution Pension Funds

Retirement industry research has shown the potential positive impact of private markets exposure on a DC plan participant's retirement income.

Wealth and Asset Management