Managers of Wealth Americas

Market Optimism Builds Despite Inflation Concerns, Morgan Stanley Wealth Management Pulse Survey Finds

More investors are considering portfolio changes amid a mixed backdrop

UBS Wealth Advice Center Expands National Footprint with New Hub at 23Springs in Uptown Dallas

The opening of the Dallas hub marks an important milestone in the continued growth of the Wealth Advice Center.

SWAN Wealth Management launches cross-border video series for Americans moving to Canada

New educational series addresses wealth preservation strategies, charitable giving, trusts, investments and estate planning before relocation

RBC Wealth Draws $1.6B Dallas-Based Team from Stifel

The team cited RBC's resources, credit and lending solutions and Echelon wealth management platform as factors in their decision to join the firm.

Fidelity Investments Expands Institutional Separately Managed Account (SMA) Lineup for Wealth Management Firms

New custom SMA strategies leverage investment capabilities of Fidelity’s enhanced and fundamental lineups while offering personalization and tax management

Massachusetts Selects Empower to Deliver Retirement Services, Continuing a 16-Year Partnership

Empower will continue the plan administration for roughly 300,000 public employees in Massachusetts with approximately $16B in AUA.

Cary Street Partners Wealth Management Opens New Richmond West End Office with Acquisition of Seneca House Advisors

Acquisition Marks Cary Street Partners 22nd Office Nationally and a New Location in the Firm's Home Market of Richmond

Alpaca and Broadridge Announce Governance Solution for Tokenized Securities

Broadridge enables proxy voting, investor communications, and voting entitlement reconciliation across Alpaca’s platform

Tom Ruggie Earns Back-to-Back InvestmentNews Advisor of the Year Honors for Alternative Investments

National recognition underscores sustained leadership in expanding access to private markets and redefining investment management for ultra-high-net-worth families

Moors & Cabot Expands National footprint with addition of $650M Coker & Palmer Team

This addition marks a significant milestone for Moors & Cabot, extending the firm's reach into Louisiana and Mississippi.

Citi Impact Fund Commits to Investing $25 Million in Companies Bringing Innovation to Housing Access and Affordability

This commitment is part of Citi’s Blueprint for Housing Opportunity initiative — a $60 billion commitment to enhance U.S. housing affordability and help create and preserve 250,000 units over five years

Citizens Financial Group, Inc. Reports Second Quarter 2026 Net Income of $587 Million, up 35% YoY, and EPS of $1.30, up 41% YoY and 15% QoQ

Sequential NII Growth of 4% and Fee Growth of 8%

BlackRock Reports Second Quarter 2026

Record first half net inflows of $321 billion

Wealth Enhancement Announces Acquisition of Trippon Wealth Management Group and Associated Tax Practice with over $299 Million in Client Assets

This partnership brings the firm's total client assets to more than $158.5 billion.

Wealth and Asset Management