Managers of Wealth Americas

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.

Jim Cahn Named M&A Leader of the Year Finalist by Wealth Management

The M&A Leader of the Year award recognizes an executive leader who has successfully driven their firm’s growth through inorganic strategies such as mergers, acquisitions, and joint ventures over the past year.

Regions Private Wealth Management Wins Two Global Private Banking Innovation Awards for Second Consecutive Year

Global Private Banker honors Regions Bank with Best Trust Services by a Private Bank and Best Wealth Planning Execution.

Global Private Banking Innovation Awards 2026 honour leaders in private banking and wealth management

This year’s awards attracted hundreds of submissions, each rigorously assessed by a distinguished panel of judges.

Wealthcare Adds $1.8B Since Sammons Deal

A year into the acquisition, Wealthcare is feeling the advantages of Sammons Financial’s backing, adding $1.8 billion in AUM since joining.

Clearwater wealth management firm acquired

The organization oversees approximately $1.1 billion in assets.

Osaic Welcomes Signature Private Wealth Management from Wells Fargo Advisors Financial Network

Waterloo, Iowa–based family advisory team cites open architecture, flexibility and long-term succession resources in move

Bybit Private Wealth Management Posts Up to Over 50% in 30-Day APR Across Multiple Strategies

The results also underscore the effectiveness of Bybit PWM's data-driven and results-driven investment approach, which tailors strategies balance individual risk parameters and long-term investment objectives.

First State Financial Management Selects Mili, Bringing AI-Powered Advisor Workflows to Community Bank Wealth Management

The wealth management arm of First State Community Bank, a $4.5 billion Missouri bank, deploys Mili across its advisor team serving more than 50 locations statewide.

17 Wealth Enhancement Advisors Named Among InvestmentNews’ 2026 $100M Club: Top Female Advisors

The $100M Club represents a cohort of female advisors transforming the landscape of wealth management with their qualities, achievements, and forward-thinking strategies.

Morningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model Portfolios

Launching later this year, the models are designed to expand access to private markets while addressing implementation challenges through multi-manager selection, transparent pricing, and disciplined portfolio construction

Bernstein Private Wealth Management Study Reveals Ultra-Wealthy Families' Focus on Internal Resilience amid Global and Economic Uncertainty

Firm Unveils New 2026 Wealth Beyond Measure Research Report

Vontobel strengthens US presence with new Los Angeles office

Establishing a presence in Los Angeles enables Vontobel SFA to be closer to clients and partners.

LTX Launches Agentic AI in BondGPT, Turning AI Insights into Trading Action

Broadridge-backed LTX integrates real-time, actionable agentic AI directly into daily fixed income trading workflows

Wealth and Asset Management