Managers of Wealth Americas

Rockefeller expands to Naples with Coplin Wealth team

Coplin Wealth Partners works with ultra-high-net-worth individuals and families on financial issues.

LPL Financial Draws $330M Ex-UBS FA Team

The firm provides “comprehensive” wealth planning, retirement planning, financial planning, and wealth management-related services to high-net-worth clients, including business owners, physicians, executives, and retirees.

Transforming Wealth Management Using AI At Citi

Bonanno previously spent over a decade at Morgan Stanley, where he led wealth management analytics and data.

Ty J. Young Wealth Management Acquires Moore Insurance Services

The acquisition ensures continuity for clients while expanding access to additional retirement income planning strategies, investment services, and client support infrastructure through Ty J. Young Wealth Management.

MCF Advisors Acquires $250M Wealth Management Firm

As part of the acquisition, Bujnoch has joined MCF Advisors as a senior financial advisor and partner.As part of the acquisition, Bujnoch has joined MCF Advisors as a senior financial advisor and partner.

Gresham Partners named winner of five awards-both firmwide and individual - at the 13th Family Wealth Report awards 2026

Gresham’s success over nearly 30 years has been built on excellence in both disciplines and the powerful effect of combining them.

Brookfield Wealth Solutions Announces First Quarter Results and Corporate Simplification

The net loss was driven by unfavorable mark-to-market movements on public equity investment positions which have recovered since March 31, 2026.

Building Trust At Scale: How AI Can Make Financial Advice More Human

The real opportunity in AI is elevating advisors, not replacing them.

UBS Advisors in the Southeast Region Recognized Nationally by Barron’s

The firm’s Southeast Wealth Management Region is led by Regional Director Julie Fox.

J.P. Morgan named among Barron’s top advisors and teams for 2026

Most of the J.P. Morgan Wealth Management advisors and teams have been on the lists for at least three consecutive years, underscoring their sustained excellence year after year.

Corient Announces Acquisition of Capital Advisors, Expanding its Presence in the U.S. Southwest

Corient strengthens its private partnership model and adds nearly $8 billion in client assets

Apex Group provides transfer agency services in support of the launch of Fidelity International’s first tokenised product

The launch reflects the continued evolution of regulated asset management as tokenisation and on‑chain workflows are incorporated into institutional fund operating models

Wealth and Asset Management

Rockefeller expands to Naples with Coplin Wealth team

LPL Financial Draws $330M Ex-UBS FA Team

Transforming Wealth Management Using AI At Citi

Ty J. Young Wealth Management Acquires Moore Insurance Services

MCF Advisors Acquires $250M Wealth Management Firm

Gresham Partners named winner of five awards-both firmwide and individual - at the 13th Family Wealth Report awards 2026

Brookfield Wealth Solutions Announces First Quarter Results and Corporate Simplification

Building Trust At Scale: How AI Can Make Financial Advice More Human

UBS Advisors in the Southeast Region Recognized Nationally by Barron’s

J.P. Morgan named among Barron’s top advisors and teams for 2026

Corient Announces Acquisition of Capital Advisors, Expanding its Presence in the U.S. Southwest

Apex Group provides transfer agency services in support of the launch of Fidelity International’s first tokenised product

Temenos Core Banking SaaS to Power Questrade Financial Group’s Banking Offering

Stratos Wealth Fully Acquires 11 Partner Firms with $4.8B In Assets

Family offices expand global footprint as entrepreneurial wealth drives new formations

Barron’s Recognizes William Blair Wealth Management Teams

Treasury Partners Founder Richard Saperstein Named to the Barron’s Top 100 Financial Advisors List

Ritholtz Wealth Management Launches ‘Porterhouse’ Equity SMA Strategy in Partnership with Franklin Templeton

SEI Sponsors Golf Pro Braden Shattuck at PGA Championship

Corient Announces Acquisition of Capital Advisors, Expanding its Presence in the U.S. Southwest