Managers of Wealth Americas

CI Wealth adopts Conquest’s AI financial planning platform

The partnership equips CI Wealth advisors with tools for personalised financial advice.

Family offices rattled by market swings and tariffs

But their advisers say they’re not overly concerned with this week’s market moves. None were selling stocks in response or buying on lower prices.

EP Wealth Advisors acquires The Holben Group in Denver

Holben Group founder Jeffrey Holben and Clinton Demming will join EP Wealth as VP, advisor, and partner.

Idaho Trust Company Completes Acquisition of Trust and Wealth Management Division of Bank of Idaho

The acquisition deepens Idaho Trust's market share in the trust and wealth management space and complements its specialized services.

Citigroup almost sent $6 billion to wealth account in copy-paste error, Bloomberg reports

The wealth division's near-miss was reported to regulators and the company has since set up a tool to help vet large, anomalous payments and transfers, according to the report.

Liz Miller on leading wealth management’s future

Hot List honoree Liz Miller shares insights on leadership, holistic planning, and industry change.

JBI Metia Partners With The Economist Group to Launch MacroScore for Wealth Managers

The new product is set to redefine the landscape of economic research

Dorchester Wealth Management to Join Cardinal Point, Focus Partners Canada

The firm has built a reputation for delivering sound advice and quality investment counsel to high-net-worth clients.

UBS Advisors Peter Dorfman and Mike Carr Receive Managing Director – Wealth Management Title

This achievement is a testament to their longstanding commitment to delivering exceptional wealth management and unparalleled client service.

BlackRock Establishes Preeminent Private Markets, Technology, and Data Provider with Close of Preqin Acquisition

As capital markets evolve, private markets are playing an increasingly important role in financing global growth.

Appetite For Alternative Assets Grows In Private Banking

Wealthy investors are expected to look beyond stocks and bonds, prompting private banks to expand offerings and expertise.

Prime Capital Starts Family Office Via Acquisition of $1.5B Firm

Prime Capital Financial has acquired SineCera Capital to launch a boutique family wealth office.

Rockefeller Global Family Office, CFAR, Mack International Join Family Enterprise USA to Support Family Businesses

Three Gold Membership Supporters Help Give Voice to America’s Family Businesses

Betterment Acquires Ellevest's Automated Investing Business

New Customers and Assets to Expand Scale of Betterment's Award-winning Retail Platform

Elevation Point acquires minority stake in Triton Wealth

The firm, which manages over $225m in assets, caters to business owners, professionals, and retirees, offering services from high-net-worth to mass affluent clients.

Rockefeller Global Family Office Welcomes San Francisco-Based Meyer DeMartini Wealth Partners

The team is led by Managing Director and Private Advisor Lorna Meyer, who brings decades of experience providing advisory services and holistic solutions to high- and ultra-high-net-worth clients.

Capital markets and wealth management drive CIBC's first quarter beat

The year-over-year increase in PCLs was primarily due to a worsening economic outlook, including the uncertainty linked to the tariffs, the bank said.

Canada's RBC quarterly profit rises as wealth management business remains robust

The Canadian central bank's decision to continue cutting rates in the reported quarter helped improve the environment for mergers and acquisitions.

Miracle Mile Advisors Rebrands as Composition Wealth, Marking New Chapter in Integrated Wealth Management

National wealth management firm establishes new identity reflecting its collective approach to composing financial success stories with its clients

Callan Family Office partners with Foundation Source to expand access to sophisticated philanthropic solutions

Turnkey platform empowers advisors to support families with donor-advised funds and private foundations

Wealth and Asset Management