Managers of Wealth Americas

Modern Wealth Management Expands Florida Footprint with Acquisition of $1.1B Flaharty Asset Management

Clearwater-based firm adds 18 professionals and deepens Modern Wealth’s presence in priority growth market

Maridea Wealth Management Named One of Inc.’s Best Workplaces for 2026

Each company’s benefits were also audited to determine the overall score. Maridea is honored to be included among the 507 companies recognized this year.

Designed Wealth Management and Continuum Announce Strategic Partnership to Bring AI Client Intelligence to Canadian Advisors

Continuum's botless meeting capture, AI client profiles, and interactive client microsites roll out across Designed Wealth Management's 150+ advisor network starting today

Harbourfront Wealth Group to Acquire Cumberland Private Wealth

Harbourfront Wealth’s national expansion continues as AUA climbs to $22 billion

Wealthspire’s Ground Control Business Management Acquires Arena Wealth

Acquisition marks Ground Control’s second UK transaction and expansion in serving professional golfers

Godrej launches wealth arm, eyes Rs 1tn AUM by 2031

The group intends to take the wealth business to 35 locations across India over the next five years.

Goldman Sachs open to asset and wealth management M&A

Speaking at The Economic Club of New York on 2 June, CEO David Solomon said the company is willing to buy to maintain 'high single-digits growth'.

Northern Trust Asset Management Announces Adaptive Equity Funds

A Next‑Generation Systematic Approach Designed to Pursue Alpha Across Market Cycles

Altruist's Platform Overhaul Arms Advisors for a New Era of Wealth

The company is integrating access to alternative assets from powerhouse managers like Blackstone and KKR, alongside plans to introduce margin lending and options trading.

Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group; Global Assets Surpass US$500 Billion

Corient becomes the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high- and high-net-worth clients.

Zurich-Based EFG International Targets South Florida in Americas Expansion

Miami serves as a key hub for EFG’s Americas strategy, supporting clients from across Latin America as well as U.S.-based entrepreneurs seeking international investment opportunities.

Nomura eyes US asset management deals after Macquarie deal

That Macquarie transaction was Nomura's biggest since it took over parts of Lehman Brothers following the 2008 collapse.

Mega-IPOs are coming soon and advisors are preparing clients for their arrival

With all these massive offerings ready to hit the market in the coming months, there is increasing discussion in wealth management offices nationwide

LPL Financial Scores $1B FA Team from Ameriprise Financial

The Villages is a community filled with people who have worked hard, built meaningful careers and are now focused on enjoying retirement while protecting what they’ve built,” said Cebert.

Carson Group Welcomes Tungsten Wealth Management to Independent Advisor Channel

By aligning with Carson, the Tungsten Wealth team has access to resources, technology and strategic support, allowing them to focus on what they do best: serving clients and building lasting relationships.

Focus Announces Acquisition of EverNest Financial Advisors

This transaction unites two firms with complementary service models, grounded in a planning first, team-based approach to fiduciary advice and investment management.

Lisa Petrie Ranked #8 on 2026 Forbes Best-In-State Wealth Advisors List

With more than 30 years of experience guiding wealthy families, Lisa Petrie has established a strong reputation for delivering thoughtful, long-term wealth strategies.

Why British wealth management is taking on an American accent

With a fresh wave of acquisitions by US wealth managers and private equity-backed groups, UK firms are moving into a new phase of transatlantic consolidation – and ownership change

Broadridge Expands NYFIX Platform with Overnight U.S. Equity Trading Access Through CAPIS and Blue Ocean

New integration gives broker-dealers and institutional investors access to overnight liquidity across 4,000+ U.S. equities

Broadridge and Kyndryl Extend Agreement to Bring Leading Edge Resiliency and Enhanced AI Capabilities to Broadridge Infrastructure

Agentic AI and quantum-ready mainframe capabilities advance data center modernization

Wealth and Asset Management