Managers of Wealth Americas

Brookfield Asset Management Announces Record First Quarter Results

Closed $6 Billion in the First Quarter for Real Estate Flagship—Currently at $16 Billion; Now Set to Be Our Largest Real Estate Strategy

Nomura Acquires Macquarie’s Listed Asset Management Business in the United States and Europe

It will also provide Nomura with a scalable hub, based in Philadelphia, to continue growing its international Investment Management business

LPL Financial Launches WealthVision Essentials to Empower Advisors with Best-in-Class Financial Planning Software

In a recent study, 175 of LPL Financial’s top 10% of advisors said they use differentiated, comprehensive solutions that go beyond portfolio management to build, scale and grow their businesses.

Warren Buffett is stepping down – but his advice is still timeless

In the letters, Buffett shares advice for everything from making money to winning the attention of kids.

Crestwood Advisors Named to USA Today’s 2025 Best Financial Advisory Firms List

This prestigious ranking, compiled in partnership with market research firm Statista, highlights the top 500 Registered Investment Advisors (RIAs) across the nation.

Apollo Closes on $8.5 Billion for Accord+ Strategy, including $4.8 Billion for Second Vintage Fund

Brings Total Assets Raised Across Hybrid and Opportunistic Credit Business to $40 Billion

Franklin Templeton and Lexington launch $875m PE secondaries fund

The Luxembourg-based fund is launching a strategic move to expand private equity secondaries for international wealth investors, leveraging global demand.

Former Ameriprise Exec Launches Advisory Practice with John Thiel’s Indivisible Partners RIA

Sandy Bolton, former head of wealth management solutions at Ameriprise, has created SanWealth Partners

B. Riley Discloses Finra Exam of Wealth Management Business

Depending on what’s uncovered, these exams sometimes lead to sanctions or fines, but the existence of a probe doesn’t necessarily mean there’s been any wrongdoing.

Wealth team launches KRM Investment Counsel

A high-net-worth advisory group leaves Wintrust to embrace independence.

UBS Americas Advisor Base Drops Amid U.S. Wealth Restructuring

UBS reports an advisor headcount slip of 1.4% since the end of last year, but says it expected attrition and signals a “robust” recruiting pipeline.

JPMorganChase Advances Innovations in Benefits to Improve Financial Health for Consumers

Philanthropic commitments totaling $14.5 million aim to improve access to workplace and public benefits for low-to moderate-income consumers

UBS, Barclays and SocGen reap trading windfall from market turmoil

Banks become the latest to benefit from volatility triggered by Donald Trump’s aggressive trade policy

Merit Financial Advisors Partners with Safeguard Wealth Management

The merger was finalized on April 25, 2025.

Modern Wealth Marks Second Year in Business With 16th Acquisition, Establishes Presence in Chicago

Acquisition of OFM Wealth’s assets pushes Modern Wealth past $7.5 billion in assets under management (AUM) two years after its launch

Where Will Brookfield Asset Management Be in 5 Years?

Forecasters see that number rising to $60 trillion by 2032, or about 20% of the anticipated $300 trillion global investment market by AUM.

UBS unveils new Workplace Wealth Solutions technology for global stock plan issuers

UBS’s Equity Plan Services Plan Admin Pro offering will be powered by insightsoftware and provide clients with a comprehensive, flexible and scalable solution for global equity plan administration

Presage Global named a finalist in two categories for the Twelfth Annual Family Wealth Report Awards 2025

Presage Global is a finalist in two categories at the 2025 Family Wealth Report Awards for excellence in risk management and family office advisory services.

UBS Advisor Adam Epstein Named a Forbes Top Wealth Advisor

Adam is the founding member of Epstein Partners, one of the largest advisor teams at UBS Private Wealth Management.

UBS Private Wealth Advisor Michael Lundon named to Forbes Best-In-State Wealth Advisors list

The advisors highlighted on the 2025 Forbes Best-In-State Advisors list oversee a collective $16.7 trillion in assets.

Wealth and Asset Management