Managers of Wealth Americas

Leading Financial Communications and Marketing Firm Vocatus is Named a Finalist in the Thirteenth Family Wealth Report Awards 2026 in Best Marketing or PR Campaign Category

Beyond its own recognition, Vocatus’ clients are finalists in 15 categories at the prestigious Family Wealth Report Awards this year.

LPL Financial Welcomes Shoreline Private Wealth Management

They reported serving approximately $275 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stanley.

Lisa Detanna Ranked #1 in California on Forbes’ Top Women Wealth Advisors Best-in-State

Lisa Detanna Recognized in Forbes 2026 List of America’s Top Women Wealth Advisors

Ascentis Wealth Management Welcomes Ascentis Family Wealth

Ascentis Family Wealth to team with Advisory Services Network for operations solutions and compliance support

J.P. Morgan report finds family offices increasing private equity allocations as succession planning gaps persist

Operational costs are also rising; the average annual operating cost for a global family office is just over US$3 million

First Northern Bank Acquires Beacon Wealth Strategies

Clients of Beacon Wealth Strategies will continue to have their accounts managed through Raymond James, ensuring stability, continuity, and access to comprehensive investment resources.

What does Fed policy mean for investors?

Many FOMC participants remain uncomfortable looking through tariff-related inflation pressures in the near term, making it difficult to form a consensus on further rate cuts.

BridgeWise acquires Context Analytics to build end-to-end AI for wealth management

Analytics’ expertise in unstructured financial data processing, the consolidated company now provides a level of asset analysis completeness that stands alone in the industry, setting the stage for the next evolution of AI for financial services.

Leading Financial Communications and Marketing Firm Vocatus is Named a Finalist in the Thirteenth Family Wealth Report Awards 2026 in Best Marketing or PR Campaign Category

Beyond its own recognition, Vocatus’ clients are finalists in 15 categories at the prestigious Family Wealth Report Awards this year.

Angeles Wealth Dips into Family Office Work

In acquiring XO Capital, Santa Monica-based Angeles Wealth Management kicks off a family office practice.

Nour Private Wealth Expanding Into Investment Fund Management To Broaden Private-Market Access

The expansion reflects a broader shift among family offices toward direct exposure to private companies, infrastructure, and alternative assets.

Raymond James Brings In $730 Million Wealth Management Team

The group is joined by branch operations manager Amanda Hanley and branch professional Renate Diedrick.

How Canada’s 7th largest bank aims to go from unknown initials to a household name

CEO Chadwick Westlake says he’d like to add wealth management to the bank’s product mix

Broadridge’s Distributed Ledger Repo Platform Achieves 508% Year Over Year Growth in January

January 2026 ADV of $365 billion, highlighting sustained institutional scale following breakout year

Nissay Asset Management Corporation Becomes First in Japan to Implement Broadridge’s Mortgage-Backed Securities Trade Assignment Portal

Broadridge’s solution enables Nissay Asset Management to streamline processes, reduce administrative workload, and increase operational efficiency

Mariner Pairs with State Street to Scale Operations and Support Growth to 5,000 Advisors via Charles River’s Wealth Platform

This partnership reflects how we think about our company’s next chapter,” said Marty Bicknell, CEO and president of Mariner.

Wealth and Asset Management

Leading Financial Communications and Marketing Firm Vocatus is Named a Finalist in the Thirteenth Family Wealth Report Awards 2026 in Best Marketing or PR Campaign Category

LPL Financial Welcomes Shoreline Private Wealth Management

Lisa Detanna Ranked #1 in California on Forbes’ Top Women Wealth Advisors Best-in-State

Ascentis Wealth Management Welcomes Ascentis Family Wealth

J.P. Morgan report finds family offices increasing private equity allocations as succession planning gaps persist

First Northern Bank Acquires Beacon Wealth Strategies

What does Fed policy mean for investors?

BridgeWise acquires Context Analytics to build end-to-end AI for wealth management

Leading Financial Communications and Marketing Firm Vocatus is Named a Finalist in the Thirteenth Family Wealth Report Awards 2026 in Best Marketing or PR Campaign Category

Angeles Wealth Dips into Family Office Work

Nour Private Wealth Expanding Into Investment Fund Management To Broaden Private-Market Access

Raymond James Brings In $730 Million Wealth Management Team

How Canada’s 7th largest bank aims to go from unknown initials to a household name

Broadridge’s Distributed Ledger Repo Platform Achieves 508% Year Over Year Growth in January

Nissay Asset Management Corporation Becomes First in Japan to Implement Broadridge’s Mortgage-Backed Securities Trade Assignment Portal

NPW Expands into Investment Fund Management to Deliver Curated Private-Market Access for Ultra-High-Net-Worth Families

Cardinal Point Wealth Management Explains How the Canada Revenue Agency Taxes Cryptocurrency

Bloomridge completes the integration of RMB Wealth Management

Inside Wealth Family Office 15: Most active investment firms of the ultra-wealthy

Mariner Pairs with State Street to Scale Operations and Support Growth to 5,000 Advisors via Charles River’s Wealth Platform