Managers of Wealth Americas

Citi changes referral pay for bankers and wealth advisers

In the memo, the bank said it was introducing “partnership awards” across its banking and wealth management operations to reward “meaningful cross-business collaboration”.

Steward Partners Acquires Jazz Wealth, Expanding into Florida's Gulf Coast

The eight-member team, based in the Tampa Bay area, brings approximately $450 million in client assets to Steward Partners' rapidly growing M&A Channel

Wealth Enhancement Announces Acquisition of Lake Tahoe Wealth Management, an Independent RIA with $318 Million in Client Assets

This partnership brings Wealth Enhancement's total client assets to more than $148.1 billion.

Apollon Wealth Management Welcomes Senglaub Financial, Adding $650 Million in Client Assets and Expanding Presence in Wisconsin

This partnership expands Apollon’s footprint in the Midwest and strengthens its network of family-led advisory teams committed to long-term client relationships.

High-Touch Service Drives Wealth Management Client Referrals

Cerulli finds firms risk losing clients—and referrals—when personal interactions give way to self-service models

Morgan Stanley Investment Management Introduces Wealth Education Center

The Wealth Education Center is designed to meet that challenge by equipping advisors with education that prioritizes relevance, clarity and proper application.”

The Great Wealth Surge: This Is Your Moment If You're Willing To Earn It

Simultaneously, trillions of dollars are being transferred across generations.

The biggest risk in wealth transfer isn’t taxes. It’s misalignment

Families spend months structuring estates but avoid the conversations that determine whether those plans actually hold.

Amova Asset Management boost s in-house investment management capabilities with addition of U.S. Small Cap Value Equity team

Portfolio managers John S. Albert and Kevin A. Finn to join 1 May 2026

Wealthspire to Acquire Fi3 Advisors

Partnership maintains Fi3’s high-touch, Family Office client experience while expanding capabilities to support future growth; marks second Indianapolis acquisition this year

34 UBS advisor teams in Southern California and Hawaii named to Forbes Best-in-State Wealth Management Teams list

The Pacific Desert market is led by UBS Wealth Management Market Executive Justine Frame who says that it’s gratifying to see these teams recognized for their talent and commitment.

Broadridge Reports Third Quarter Fiscal 2026 Results

Recurring revenues grew 7%; up 6% constant currency

SEI and Carlyle Enhance Partnership to Expand Private Market Access Across Wealth and Retirement Channels

Strategic Partnership Aimed at Supporting More Efficient and Scalable Private Market Implementation

Jupiter Asset Management and the “Golden Era” for Active Management

The environment of volatility enhances the added value of asset selection beyond passive investing, benefiting companies that add value to investors

Justin Nelson of JP Morgan Reveals Why Family Offices Are No Longer Just for Billionaires

That flexibility is reshaping who family offices serve.

The Thirteenth Family Wealth Report Awards 2026

FAMILY OFFICE CATEGORIES

10 UBS advisor teams in Arizona named to Forbes Best-in-State Wealth Management Teams list

The Arizona UBS Wealth Management teams are managed by UBS Executive Director Ryan Lurie.

Hedge Fund Billionaire Ken Griffin Warns Wealthy Investors May Not Grasp Private Credit Risks— 'The Real Issue Here Is...'

Griffin also questioned whether wealthy investors fully grasped what they were buying into.

Lazard to Acquire Campbell Lutyens, Creating the Global Leader in Private Capital Advisory

Together, Lazard and Campbell Lutyens represent leading global positions in primary fundraising and secondary advisory, supported by world-class professionals and a track record of execution.

Fifth Third Bank opens private bank office in Birmingham

The launch of Private Bank services reinforces Fifth Third’s commitment to delivering comprehensive, client-focused financial strategies throughout the region.

Wealth and Asset Management