Managers of Wealth Americas

Wealthcare Adds $1.8B Since Sammons Deal

A year into the acquisition, Wealthcare is feeling the advantages of Sammons Financial’s backing, adding $1.8 billion in AUM since joining.

Clearwater wealth management firm acquired

The organization oversees approximately $1.1 billion in assets.

Osaic Welcomes Signature Private Wealth Management from Wells Fargo Advisors Financial Network

Waterloo, Iowa–based family advisory team cites open architecture, flexibility and long-term succession resources in move

Bybit Private Wealth Management Posts Up to Over 50% in 30-Day APR Across Multiple Strategies

The results also underscore the effectiveness of Bybit PWM's data-driven and results-driven investment approach, which tailors strategies balance individual risk parameters and long-term investment objectives.

First State Financial Management Selects Mili, Bringing AI-Powered Advisor Workflows to Community Bank Wealth Management

The wealth management arm of First State Community Bank, a $4.5 billion Missouri bank, deploys Mili across its advisor team serving more than 50 locations statewide.

17 Wealth Enhancement Advisors Named Among InvestmentNews’ 2026 $100M Club: Top Female Advisors

The $100M Club represents a cohort of female advisors transforming the landscape of wealth management with their qualities, achievements, and forward-thinking strategies.

Morningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model Portfolios

Launching later this year, the models are designed to expand access to private markets while addressing implementation challenges through multi-manager selection, transparent pricing, and disciplined portfolio construction

Broadridge Joins Anthropic’s Project Glasswing

Strategic AI partnership helping secure critical software in the AI era

OnePoint BFG Wealth Partners Earns Three Finalist Honors at the 2026 Wealth Management Industry Awards

Firm recognized for executive leadership and innovative client experience model

AE Wealth Management Launches Securities-Based Lending Solution

Offering provides liquidity to clients without disrupting long-term strategies or triggering capital gains taxes

Bernstein Private Wealth Management Study Reveals Ultra-Wealthy Families' Focus on Internal Resilience amid Global and Economic Uncertainty

Firm Unveils New 2026 Wealth Beyond Measure Research Report

Vontobel strengthens US presence with new Los Angeles office

Establishing a presence in Los Angeles enables Vontobel SFA to be closer to clients and partners.

LTX Launches Agentic AI in BondGPT, Turning AI Insights into Trading Action

Broadridge-backed LTX integrates real-time, actionable agentic AI directly into daily fixed income trading workflows

SEI Introduces Technology and AI to Boost Investment Manager Efficiency

Unified Platform Built to Transform Data Access, Transparency, and Operational Scale for the Future of Investment Management

Don't miss your window! Advisors discuss the best time to buy or sell a firm

Wealth managers want to make sure the timing is right when it comes to M&A. Here's how they know when the time is right to make a move.

RBC Wealth Management’s Global Insight 2026 midyear outlook

Since war broke out in the Middle East in February 2026, investors have watched as equities, bonds, commodities, and currencies reacted to the constant news flow.

Morgan Stanley is opening wealth management to AI agents

The bank plans to open parts of its workplace wealth management infrastructure to external AI agents, allowing corporate clients to connect autonomous software directly to platforms that administer employee stock plans.

Wealth management is going institutional, but what does that mean for your clients?

Wellington Management's Christina Kopec Rooney on the forces reshaping how RIAs build portfolios and serve clients.

Citi Launches Market-First Tokenized Depositary Receipts to Connect Private Companies and Investors

New Digital Model Offers Issuers Flexible Capital While Providing Investors with Direct, Transparent Access to Company Equity

Your HNW clients probably protect their businesses more robustly than their estates

A survey of 100+ family office professionals reveals that governance, not money, is the real problem.

Wealth and Asset Management