Managers of Wealth Americas

Mercer Advisors Named to Inaugural CNBC Elite Advisors List

Recognition highlights the firm’s integrated, planning-first approach to serving ultra-high-net-worth families and delivering comprehensive family office-style services

Altrata's World Ultra Wealth Report 2026 Reveals a $26 Trillion Investable Asset Opportunity as the Global Ultra Wealthy Population Hits an All-Time High

The report finds that the global UHNW population has reached a new all-time high of 556,850 individuals, growing by 14.4% in 2025, the strongest annual expansion since 2017.

Citizens Builds Private Wealth Momentum in Southern California with Sports and Entertainment-Focused Team

The move follows the recent addition of an insurance advisory team, underscoring Citizens’ continued momentum in expanding both capabilities and talent across its wealth platform.

Arax Celebrates Finalists for Wealth Management’s 2026 Industry Awards

Those selected demonstrated new initiatives, current enhancements and recent outstanding leadership activities within the past 12-18 months.

Callan Family Office Named to Inaugural CNBC Elite Advisors List, Recognizing the Nation's Leading Ultra-High-Net-Worth Advisory Firms

The recognition highlights Callan Family Office's continued growth and its focus on delivering integrated investment management, tax-aware planning, family office services, and multigenerational wealth advisory to a highly selective client base.

Callan Family Office Named to Inaugural CNBC Elite Advisors List, Recognizing the Nation's

The CNBC Elite Advisors list was created to recognize firms operating at the highest levels of the wealth management profession and serving clients whose financial lives often span businesses, generations, philanthropic initiatives, and complex planning n

Valence Launches Wealth Management Firm Built Around the Client, Not the Advisor

Founded by Former Goldman Sachs, Morgan Stanley and Fidelity Executives and a Premier Fintech Venture Investor, the Firm Redefines How Complex Financial Lives Are Managed

Schroders Survey: North American Institutional Investors Turn to Active Management Amid Volatility and Concentration Risk

Geopolitical concerns in particular are already shaping investment decisions, with 71% of North American institutional investors citing conflict in the Middle East as a factor influencing their investment decision-making today.

Jim Cahn Named M&A Leader of the Year Finalist by Wealth Management

The M&A Leader of the Year award recognizes an executive leader who has successfully driven their firm’s growth through inorganic strategies such as mergers, acquisitions, and joint ventures over the past year.

Regions Private Wealth Management Wins Two Global Private Banking Innovation Awards for Second Consecutive Year

Global Private Banker honors Regions Bank with Best Trust Services by a Private Bank and Best Wealth Planning Execution.

Global Private Banking Innovation Awards 2026 honour leaders in private banking and wealth management

This year’s awards attracted hundreds of submissions, each rigorously assessed by a distinguished panel of judges.

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

Wealth and Asset Management