Managers of Wealth Americas

Citi Announces Completion of 22.6% of Sale of Equity Stake in Banamex

Marks Continued Progress in the Divestiture of Banamex

Inheritance boom drives demand for all-in-one wealth advice solutions

Affluent heirs face rising complexity as expected inheritances near $1M, fueling shift to integrated guidance.

JPMorgan Chase becomes first global banking partner of Olympic Games

The banking giant also struck an agreement to serve as the official bank of Team USA and LA28.

Winning the Next Generation Before the Wealth Transfer Happens

Retention doesn't break at the moment of transfer.

Matter Family Office Launches "Knowledge Center" to Define the Ultra-High-Net-Worth Family Office Model

New digital resource provides clarity on services, fiduciary responsibility and the value of integrated wealth management

Citi is hoping AI agents will supercharge wealth advisors — but there's still a memory issue standing in the way

Citi recently added a high-profile new wealth advisor to its team — and she's AI-generated.

Suntera Global expands US footprint through agreement to acquire Experienced Advisory Consultants LLC (EAC)

Given its existing reputation and success, EAC will continue to operate under its current leadership of Ed Fasano with his management team and professionals

Stokes Family Office Exceeds $3 billion in Assets Under Management, Among Louisiana's Largest Registered Investment Advisors

New Orleans–based SEC–registered investment adviser expands into Dallas and advances plans for flagship headquarters ahead of 40th anniversary of advisory roots

Carson Group Expands Presence in the Great Lakes Region with Harbor Wealth Management Acquisition

Harbor Wealth’s relationship with Carson spans more than 10 years

Amid rising competition, wealth management providers can score with investment insights

For starters, investors today want their financial tools and advice to be tailored to their needs.

An Imperative for Growth

Global Asset Management Report 2026

Sumitomo Mitsui Trust Bank and Hunter Point Capital Form Long-Term Strategic Partnership

With HPC’s support, SMTB also intends to explore the development of a Japan-focused GP stakes strategy aimed at capturing the expanding universe of independent asset managers in Japan and meeting the region’s growing demand for private market

Milken family office alumni raise $4bn to target private capital upheaval

Silver Rock Capital Partners draws in biggest credit fund to date

Credit Unions Should Own Wealth Management. So Why Do They Lag Their Competitors?

Right off the bat, it’s clear incumbents’ wealth management capabilities far outstrip those of credit unions.

Leadership Lessons From Two Sides of the Wealth Management Industry

Large firms carry the weight and advantage of national recognition.

Waverly Advisors Acquires TruWealth Advisors

This acquisition establishes Waverly’s presence in Louisiana and supports the firm’s continued growth strategy as it expands into new markets across the South.

$6.5B Sowell Launches Private Wealth Division for $5M+ Clients

The new division, Cache River Private Wealth, offers services that firm founder and strategy chief Bill Sowell calls “family-office lite.”

Will California’s billionaire tax bombshell send the ultra-rich running?

Signature drive advances amid debate over taxing extreme fortunes in richest US state.

RBC Wealth Management wins dual recognition for its use of AI to better empower advisors

PWM Wealth Tech Awards recognize RBC's strategy of pairing top-tier advisors with intelligent technology to drive growth and client outcomes

Coastline Wealth Management’s Garrett Taylor Named Northeast Regional Excellence Awardee in the Advisor of the Year 2025

This honor highlights professionals who demonstrate leadership, business growth, and a lasting impact on the clients and teams they support.

Wealth and Asset Management