Managers of Wealth Americas

Credit Unions Should Own Wealth Management. So Why Do They Lag Their Competitors?

Right off the bat, it’s clear incumbents’ wealth management capabilities far outstrip those of credit unions.

Leadership Lessons From Two Sides of the Wealth Management Industry

Large firms carry the weight and advantage of national recognition.

Waverly Advisors Acquires TruWealth Advisors

This acquisition establishes Waverly’s presence in Louisiana and supports the firm’s continued growth strategy as it expands into new markets across the South.

$6.5B Sowell Launches Private Wealth Division for $5M+ Clients

The new division, Cache River Private Wealth, offers services that firm founder and strategy chief Bill Sowell calls “family-office lite.”

Will California’s billionaire tax bombshell send the ultra-rich running?

Signature drive advances amid debate over taxing extreme fortunes in richest US state.

RBC Wealth Management wins dual recognition for its use of AI to better empower advisors

PWM Wealth Tech Awards recognize RBC's strategy of pairing top-tier advisors with intelligent technology to drive growth and client outcomes

Coastline Wealth Management’s Garrett Taylor Named Northeast Regional Excellence Awardee in the Advisor of the Year 2025

This honor highlights professionals who demonstrate leadership, business growth, and a lasting impact on the clients and teams they support.

Four Tips to Win—and Keep—High-Net-Worth Clients

Sustainable HNW retention comes down to four disciplines.

Hightower to Deepen Strategic Partnership with $9.5B The Bahnsen Group

TBG has been one of Hightower’s fastest-growing and strongest-performing practices.

Ty Bernicke Named to Forbes 2026 Best-In-State Wealth Advisors List

The list spotlights top-performing financial advisors who demonstrate exceptional client service and industry leadership.

Innovative tech shakes up wealth management in Canada

Advances in digital tools are bringing services once limited to the ultra-wealthy to more customers

Savvy Wealth Debuts Savvy Intelligence to Fuel Evolution of AI-Native, Human-Led Advice

Savvy Intelligence unifies investments, tax, and planning—powered by the first AI agent built to act on it

Bullishness Remains Steady as Geopolitical and Energy Concerns Rise, Morgan Stanley Wealth Management Pulse Survey Finds

As uncertainty rises, investors keep a close watch on their portfolios

‘Almost a no brainer’: Quilter Cheviot MPS adds to US tech

The MPS, managed by Simon Doherty and Antony Webb, primarily added to exposures in the semiconductor industry, rather than across all US technology.

SEI Reports First-Quarter 2026 Financial Results

On an adjusted basis, EPS and operating income grew 21% and 24%, respectively, with the adjusted operating margin increasing to 32%.

Broadridge Launches Central Risk and Liquidity Optimization Solution to Unify Trade Execution, Liquidity and Risk Management

New integrated front-office solution enables firms centralize risk, internalize client flow, optimize liquidity, and improve capital efficiency

Wealth and Asset Management