Managers of Wealth Americas

Brookfield Wealth Solutions Announces First Quarter Results and Corporate Simplification

The net loss was driven by unfavorable mark-to-market movements on public equity investment positions which have recovered since March 31, 2026.

Building Trust At Scale: How AI Can Make Financial Advice More Human

The real opportunity in AI is elevating advisors, not replacing them.

UBS Advisors in the Southeast Region Recognized Nationally by Barron’s

The firm’s Southeast Wealth Management Region is led by Regional Director Julie Fox.

J.P. Morgan named among Barron’s top advisors and teams for 2026

Most of the J.P. Morgan Wealth Management advisors and teams have been on the lists for at least three consecutive years, underscoring their sustained excellence year after year.

Corient Announces Acquisition of Capital Advisors, Expanding its Presence in the U.S. Southwest

Corient strengthens its private partnership model and adds nearly $8 billion in client assets

Apex Group provides transfer agency services in support of the launch of Fidelity International’s first tokenised product

The launch reflects the continued evolution of regulated asset management as tokenisation and on‑chain workflows are incorporated into institutional fund operating models

Temenos Core Banking SaaS to Power Questrade Financial Group’s Banking Offering

Temenos’ cloud-native platform enables the firm’s delivery of banking products and services at scale as it prepares an accelerated roadmap for the Canadian market

Stratos Wealth Fully Acquires 11 Partner Firms with $4.8B In Assets

Stratos, which is owned by asset manager and fintech SEI, has completed the move to bring on both solo and multi-advisor teams across seven states.

Family offices expand global footprint as entrepreneurial wealth drives new formations

Report reveals growing number of firms along with highlighting investment strategies

Barron’s Recognizes William Blair Wealth Management Teams

The recognition highlights the depth of William Blair’s Private Wealth Management and the firm’s commitment to delivering personalized advice across generations, industries, and evolving client needs.

Treasury Partners Founder Richard Saperstein Named to the Barron’s Top 100 Financial Advisors List

Treasury Partners was also named to the 2026 Barron’s Top 250 Private Wealth Management Teams list.

Ritholtz Wealth Management Launches ‘Porterhouse’ Equity SMA Strategy in Partnership with Franklin Templeton

Named for focus on quality, new momentum strategy incorporates both fundamental and technical factors to selectively target market leaders

SEI Sponsors Golf Pro Braden Shattuck at PGA Championship

Company Supports Greater Philadelphia Talent as Championship Comes to the Region

Corient Announces Acquisition of Capital Advisors, Expanding its Presence in the U.S. Southwest

Corient strengthens its private partnership model and adds nearly $8 billion in client assets

Scotiabank to Offer Wealth-Management Services to State Bank of India's High-Net-Worth Clients in Canada

The Indian bank currently offers full-service retail, commercial and corporate banking services to clients in Canada.

Global wealth detaches from borders as 1 in 5 ultra wealthy are now foreign-born

The report forecasts a rapid increase in the net worth of global UHNW individuals.

J.P. Morgan Private Bank Unveils 2026 Mid-Year Outlook: Promise and Pressure

Building on those three themes, J.P. Morgan Private Bank's 2026 Mid-Year Global Investment Outlook examines how each has accelerated, setting out the risks, opportunities, and implications for investors.

BuzzFeed, Inc. Announces Proposed Majority Stake Investment by Byron Allen’s Family Office

Jonah Peretti to Transition to President of BuzzFeed AI

Nitrogen Launches Tool for Advisors to Capture Wealth Transfer Beneficiaries

Nitrogen’s Legacy Center targets advisor concerns about missing out on beneficiaries of the much-discussed wealth transfer.

IMA adds $400M wealth management team through CFS partnership

The transaction adds three private wealth advisors and strengthens IMA’s presence in Colorado, which the company described as a priority market.

Wealth and Asset Management