Managers of Wealth Americas

Wealth management firm hiring to grow client service team

The company is looking for candidates with strong communication and customer service skills.

UBS Advisor Peter B. Martin Named to Forbes Best-in-State Wealth Advisors

Peter assists high-net-worth families and corporate clients with comprehensive financial planning, banking strategies, investment portfolio management, and insurance solutions.

Osaic Expands Empowered Independence Channel with Pointes North Wealth Management

OSJ Innovative Financial Group supports transition as firm overseeing more than $500 million in assets adopts W-2 model

Baird Acquires $1 Billion Sports Wealth Management Team

The team consists of directors and advisors Don Hutchinson, Dean P. Weseli, and Jeff J. Borgert.

HQLAX Announces Strategic Investments from Broadridge and Digital Asset to Support its Next Phase of Growth on Canton

Together, these initiatives will leverage complementary capabilities to support regulated market use cases across the global securities finance and repo industry.

Wealth.com raises $65m

Wealth.com has built a central intelligence layer for wealth management, unifying estate and tax planning within a single platform designed for financial advisors and their clients.

$1B Team with Sports-Focused Wealth Services Joins Baird

Baird welcomes HWB Partners, a sports-focused wealth advisory team from Goelzer, to its private wealth management business in Indianapolis.

Broadridge Announces Strategic Investment in CENTRL to Enhance Due Diligence and RFP Solutions for Asset Management and Retirement Industry

The financial services industry continues to face increasing regulatory scrutiny, fragmented counterparty oversight processes and a growing volume of manual and duplicative due diligence requests.

Sanctuary Wealth adds $800M Merrill team with Soteris Private Wealth launch

Breakaway advisors cite independence, ownership and broader capabilities as key drivers.

Wealth Enhancement Acquires Dallas-Based FullCircle Wealth

The FullCircle team—comprised of one advisor and two support staff and led by Principal Partner Brent Sikes—manages more than $268 million in client assets.

$800M Breakaway Merrill Lynch Team Launches Soteris Private Wealth as Independent Advisory Firm

The name “Soteris” – derived from an ancient Greek word meaning “preservation” – reflects the firm’s commitment to helping clients safeguard their wealth and strengthen their financial foundations for the future.

Craigs acquires Polson Higgs Wealth Management

Following the acquisition, phwealth will continue to operate its business as usual, alongside Craigs’ nationwide advisory network, as a Craigs company.

Mesirow Wealth Management Recognized with Multiple 2026 Best-in-State Wealth Advisor awards

This honor is based on both quantitative and qualitative factors, focusing on advisors who encompass best practices in their approach to working with clients.

Sterling Neblett Named to Forbes Best-In-State Wealth Advisors List

This follows Sterling's 2025 recognition on the Top 250 RIAs list.

Northern Trust Builds Tokenized Asset Custody Capabilities on the Canton Network

The Canton Network is a public blockchain designed for regulated financial market participants, with a focus on privacy, compliance, and interoperability.

ASA Expands Private Banking Operations Across the US and Latin America, Appoints Senior Leadership

The initiative strengthens ASA's presence in key markets and reinforces its commitment to serving high-net-worth individuals across the Americas.

Rising Market Risk Drives Wealth Management Windfalls for Morgan Stanley, BofA

Revenue at Morgan Stanley’s wealth business grew 16% year-over-year to $8.5 billion, and net income rose 34% to $2.1 billion.

Global Wealth Management earns back-to-back recognition on USA Today's Best Financial Advisors list

Florida-Based Firm Is the Only Advisor in Fort Lauderdale in Its AUM Category

iCapital® and Envestnet Expand Strategic Partnership to Incorporate Alternatives and Structured Investments Within Unified Managed Accounts

Enhanced capabilities enable advisors to allocate and manage the investment lifecycle of complex products at scale within a single portfolio framework

Wealth Enhancement Announces Acquisition of FullCircle Wealth, an Independent RIA with Over $268 Million in Client Assets

This partnership brings Wealth Enhancement’s total client assets to more than $141.9 billion.

Wealth and Asset Management