Managers of Wealth Americas

SEI Expands SEC-Registered Transfer Agency

Envision Provides Core Technology to Support Traditional and Alternative Asset Managers with Registered Fund Services

EP Wealth Advisors Expands Northern California Presence with the Acquisition of Opes Wealth Management

The partnership deepens EP Wealth's presence in Silicon Valley and adds over $900 million in assets under management

Morgan Stanley Wealth Expands Access to Private Markets

Morgan Stanley Wealth Management is also adding to its PMAX product suite with the launch of PMAX

BR Partners eyes acquisitions to expand wealth management

Bank says organic target of R$10bn in assets under management has been postponed but could double with acquisitions

Morgan Stanley Wealth Management Expands Access to Private Markets and Alternatives with PMAX - Balanced and PMAX - Growth Funds

Historically, access to private markets was primarily limited to institutions and ultra-high-net-worth investors, but the PMAX fund platform now broadens access to institutional-quality private market investment managers for more clients.

LPL Welcomes NorthStar Wealth Advisory

The team reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins from Raymond James.

RBC Wealth Management named Canada's Best Private Bank at World Finance Banking Awards

A client-first approach earns Canada's leading private banking honour

Element Wealth Advisors Partners with Bluespring Wealth to Strengthen Planning-First Financial Advice

Atlanta-based financial planning firm joins Bluespring platform to support long-term growth and deliver an enhanced client experience for individuals and families

Mercer Advisors Named to Inaugural CNBC Elite Advisors List

Recognition highlights the firm’s integrated, planning-first approach to serving ultra-high-net-worth families and delivering comprehensive family office-style services

Altrata's World Ultra Wealth Report 2026 Reveals a $26 Trillion Investable Asset Opportunity as the Global Ultra Wealthy Population Hits an All-Time High

The report finds that the global UHNW population has reached a new all-time high of 556,850 individuals, growing by 14.4% in 2025, the strongest annual expansion since 2017.

Citizens Builds Private Wealth Momentum in Southern California with Sports and Entertainment-Focused Team

The move follows the recent addition of an insurance advisory team, underscoring Citizens’ continued momentum in expanding both capabilities and talent across its wealth platform.

Arax Celebrates Finalists for Wealth Management’s 2026 Industry Awards

Those selected demonstrated new initiatives, current enhancements and recent outstanding leadership activities within the past 12-18 months.

Callan Family Office Named to Inaugural CNBC Elite Advisors List, Recognizing the Nation's Leading Ultra-High-Net-Worth Advisory Firms

The recognition highlights Callan Family Office's continued growth and its focus on delivering integrated investment management, tax-aware planning, family office services, and multigenerational wealth advisory to a highly selective client base.

Callan Family Office Named to Inaugural CNBC Elite Advisors List, Recognizing the Nation's

The CNBC Elite Advisors list was created to recognize firms operating at the highest levels of the wealth management profession and serving clients whose financial lives often span businesses, generations, philanthropic initiatives, and complex planning n

Valence Launches Wealth Management Firm Built Around the Client, Not the Advisor

Founded by Former Goldman Sachs, Morgan Stanley and Fidelity Executives and a Premier Fintech Venture Investor, the Firm Redefines How Complex Financial Lives Are Managed

Schroders Survey: North American Institutional Investors Turn to Active Management Amid Volatility and Concentration Risk

Geopolitical concerns in particular are already shaping investment decisions, with 71% of North American institutional investors citing conflict in the Middle East as a factor influencing their investment decision-making today.

Wealth and Asset Management