Managers of Wealth Americas

Wells Fargo to Move Wealth Headquarters to West Palm Beach

South Florida has drawn a multitude of billionaires and corporations in recent years, buoyed by tax advantages and a booming finance and tech scene.

REITs may be worth another look in 2026, advisors say

Real estate investment trusts underperformed the overall market last year, but wealth managers say they may be worth another look in the coming months.

Sage Advisors Joins Apollon Wealth Management’s Growing National Organization

This addition expands Apollon’s presence in the Midwest and reflects the firm’s continued commitment to partnering with relationship-driven advisory practices.

Asset and wealth managers face a profitability paradox

The industry keeps growing—and in both assets and revenue—but profit margins are shrinking. Here’s how firms can adapt.

Goldman Sachs Reports 2025 Full Year and Fourth Quarter Earnings Results

Net revenues were $13.45 billion and net earnings were $4.62 billion for the fourth quarter of 2025.

Raymond James to acquire Clark Capital Management

Clark Capital offers a range of investment solutions including multi-asset-class portfolios, proprietary model portfolios, and mutual funds.

Swiss bank UBS closer to getting national bank charter for US franchise

UBS applied for a full banking licence in the United States in October in a bid to grow its wealth management business in the U.S., even as regulators in Switzerland have sought to limit its reach abroad.

Morgan Stanley Boasts Big Wealth Revenue Boosts, Mirroring Other Wirehouses

Morgan Stanley’s wealth division beat expectations and boasted both a quarterly and yearly double-digit net revenue boost.

Asset Managers Intensify Product Development Efforts

New Cerulli research highlights active ETFs, private markets distribution, and tokenization stretching product development resources

BlackRock Reports Full Year 2025 Diluted EPS of $35.31, or $48.09 as adjusted

7 million additional shares authorized for repurchase under existing repurchase program by Board of Directors

$1.3B Breakaway Harbor View Private Wealth Embarks on Path to Independence via Partnership with Elevation Point

Rapidly Growing Atlanta Practice Leverages Independence to Access Advanced Tools and Resources, Enhancing Client Solutions and Accelerating Growth

Steward Partners Closes a Landmark 2025 With Nearly $4 Billion in New Assets, Propelling Growth and Continued National Expansion

Advisors nationwide are flocking to Steward Partners for scale, flexibility, and long-term partnership

Wealth and Asset Management

Wells Fargo to Move Wealth Headquarters to West Palm Beach

REITs may be worth another look in 2026, advisors say

Sage Advisors Joins Apollon Wealth Management’s Growing National Organization

Asset and wealth managers face a profitability paradox

Goldman Sachs Reports 2025 Full Year and Fourth Quarter Earnings Results

Raymond James to acquire Clark Capital Management

Swiss bank UBS closer to getting national bank charter for US franchise

Morgan Stanley Boasts Big Wealth Revenue Boosts, Mirroring Other Wirehouses

Asset Managers Intensify Product Development Efforts

BlackRock Reports Full Year 2025 Diluted EPS of $35.31, or $48.09 as adjusted

$1.3B Breakaway Harbor View Private Wealth Embarks on Path to Independence via Partnership with Elevation Point

Steward Partners Closes a Landmark 2025 With Nearly $4 Billion in New Assets, Propelling Growth and Continued National Expansion

US multi-family office Avestar Capital expands into Singapore

CI Global Asset Management to Acquire Invesco’s Canadian Investment Fund Assets and Form Long-Term Strategic Partnership

William Blair Names New Partners for 2026

Angeles Wealth Management Acquires XO Capital, Launches Angeles Family Office

Wealth Management Announces "Ten to Watch in 2026" List

Elevation Point Stakes $1.3B Ex-UBS Team in Atlanta

RIA moves: Focus integrates Kovitz, Rothschild acquires Windgate in Chicago shakeup

Creative Planning Acquires First International RIA, Baseline Wealth Management