Managers of Wealth Americas

How Black entrepreneurship is reshaping wealth advice

Bernstein Private Wealth Management's James Thompson says first-generation wealth creators are pushing advisors to move beyond investment performances.

Wealth management brand value surges 45% as banking brands reach $1.8 trillion globally

But which Canadian banking brand leads in the new rankings?

Wealth Enhancement Lands RIA Breakaway Team Managing $1.2B

Wealth Enhancement announced the addition of a six-advisor team that broke away from their Overland Park, Kan.-based RIA.

Fidelity® Expands Alternative Investment Resources for Wealth Management Firms With New Model Portfolios and Education Program

The new turnkey model suites follow the June 2025 launch of Fidelity’s custom model portfolios with alternatives.

Aspen Standard Wealth adds $1bn in assets with BlueSky purchase

BlueSky, established in 1999, specialises in investment management and financial planning.

Hightower Adds First External Acquisition to Hightower Signature Wealth with $5B Journey Strategic Wealth

Journey Strategic Wealth includes a team of 24 professionals, including 16 advisors, serving nearly 1,000 clients.

Northern Trust Asset Management Enters Digital Assets Market with Launch of Tokenized Money Market Share Class

Tokenized share class underscores commitment to enhancing client outcomes through emerging technologies

Changing the Game

The Business of Sports

Private Banks Pivot To Serve The ‘Everyday Millionaire’

The data couldn’t be clearer; the fastest-expanding pool of new clients for wealth management is in the $1 million to $5 million band.

Management Consulting Firm Alvarez & Marsal Launches RIA

The new wealth management firm has assembled a team of 20 professionals from Citi, Greenway Wealth Management, Interactive Brokers and Fidelity, among others.

Fidelity® Expands Alternative Investment Resources for Wealth Management Firms With New Model Portfolios and Education Program

New turnkey model portfolios offer exposure to private markets, available to eligible RIAs and broker-dealers through Envestnet

Van Lanschot Kempen launches second private equity fund focused on North America

Kempen North American Private Equity Fund II provides access to small and mid-sized private companies in North America.

Wealth firms double down on AI as Sowell and Guardian forge new tech alliances

Firms expand AI-driven platforms, including a new enterprise partnership for RIA custodian Altruist, to boost advisor productivity and client service.

Cayman Islands private wealth solutions for Latin American high-net-worth families

As a globally recognised, stable, and tax-neutral jurisdiction, Cayman offers a uniquely advantageous environment for structuring a family’s wealth and assets.

Wealthspire Launches an Enhanced Family Office for Complex, Multi-Generational Families

Delivering coordinated investment, planning, tax planning, trust, and financial operations - now with greater depth, scale, and specialized talent

Unregulated Private Family Trust Companies Aren’t Just For the Ultra-Wealthy

Popularity is growing among families with net worths as low as $15 million.

Cresset Welcomes $2 Billion Advisory Team to San Francisco Office

Heather Pelant previously served as a Partner and Managing Director at Baker Street Advisors.

Why wealth, asset managers must rethink what success looks like beyond growth at any cost

PwC’s Roland Kastoun tells InvestmentNews that rising AUM can mask weakening economics and argues that only firms focused on repeatable earnings, scale discipline and decisive strategy will thrive.

Nour Private Wealth Expands Integrated Platform Following Goodwood Acquisition

The next-gen demands a next-gen wealth manager.

Creative Planning Named Best Independent RIA for Comprehensive Wealth Management by the Wall Street Journal's Buy Side

Creative Planning's recognition in WSJ | Buy Side comes amid continued growth and strategic expansion.

Wealth and Asset Management