Managers of Wealth Americas

Affiliated Advisors Named a Finalist in Wealth Management's 2026 Wealthies Awards for Independent Integrated Growth Platforms

Equity Uplift initiative recognized for helping advisors build more scalable, transferable, and valuable practices

JTC and Asset Class Launch JTC ONE In the U.S. for Private Markets Firms

Asset Class supports fundraising, digital onboarding, investor portals, portfolio reporting and fund administration integrations.

MIGA, Deutsche Bank Partner to Increase Trade Finance in Frontier and Emerging Markets with EUR 1 Billion Guarantee Platform

The platform represents a significant milestone for MIGA as its first standalone, programmatic trade finance portfolio guarantee platform with a global commercial bank.

Caprock announces acquisition of Venturi Private Wealth

Teams will unify under the Caprock brand, bringing added talent, expanded family office capabilities and enhanced service to ultra-high-net-worth clients

Wealth Enhancement Announces Acquisition of WealthShield Partners and Madison Oaks Wealth Partners with Over $993 Million in Client Assets

This partnership brings the firm’s total client assets to more than $158.2 billion.

Churchill Asset Management and Seviora Close Approximately $400 Million Collateralized Fund Obligation Combining U.S. and Asian Private Capital Strategies

Providing institutional investors with diversified access to private capital opportunities across geographies and strategies

Wealth manager to open Cincinnati west side flagship office

Kersting, founding partner of the firm, said the group wanted to take advantage of the revitalization of Cleves.

Forbes Ranks Pence Wealth Management’s Laila Pence No. 1 Among Southern California Women Advisors

The firm specializes in serving high-net-worth individuals and families through integrated wealth planning and investment management strategies.

First Financial Bankshares Renames Wealth Company to First Financial Wealth Management

The name change takes effect immediately and will be reflected across all communications, locations, and materials over the coming months.

With more people and larger fortunes, the UHNW wealth transfer takes on new complexity

Four in 10 UHNW clients are over 70, with female wealth control set to nearly double, setting up opportunities for advisors.

Mercer Claims Ex-Employee Took Client Info To New Role

The RIA alleged that the former advisor emailed confidential client lists to a personal account before joining a competitor, resulting in $23 million in lost assets.

Ameriprise Financial explores strategic paths as wealth management competition intensifies

Ameriprise Financial stock reflects a growing strategic emphasis on advice-driven wealth management while competition from large US banks and independent platforms keeps the pressure on margins and growth assumptions.

Activest Wealth Management Launches Family Office Governance Program for Multigenerational Families

Firm collaborates with family enterprise scholar and advisor Dennis T. Jaffe, Ph.D., to bring a structured governance framework to ultra-high-net-worth families.

Aris Investing Named as a Finalist in the 2026 Wealth Management Industry Awards for Direct Indexing

The finalist recognition reflects Aris Investing's continued focus on helping financial advisors deliver more personalized investment experiences while addressing the growing complexity of portfolio management.

Credent Wealth Management Named InvestmentNews Employer of Choice Award Winner, Recognized Across Leading Industry Awards

The firm also earned recognition across several other industry awards programs in 2026.

Wealth and Asset Management