Managers of Wealth Americas

RBC Lures $400M Morgan Stanley Team, While LPL Nabs Cambridge Advisors

A Georgia-based advisor is also moving from Edward Jones to Raymond James’ independent advisor channel.

Goldman Sachs Partners with GeoWealth to Provide Custom Models for RIAs

The models will span investment options ranging from equity SMAs to evergreen alternative funds.

Kestra Financial Welcomes $1.4 Billion Wealth Empowerment Financial Strategies

Boca Raton, Florida-based firm joins Kestra Financial’s platform, gaining access to leading service and technology platforms

Alvarez & Marsal, Inc Establishes A&M Private Wealth Partners to Serve Ultra-High-Net-Worth Clients

New Wealth Management Entity Leverages A&M's Legacy as Trusted Advisors in Value Creation to Redefine the UHNW Client Experience

Financial Services firms redesign wealth management spaces for next-gen clients

The traditional investor profile is changing, and this newer, younger, globally connected investor is willing to take on more risk than the baby boomers.

Hightower Completes Strategic Investment in Financial Planning and Information Services, Inc.

Hightower to Enable $1.1B Wisconsin RIA to Grow Yet Maintain Boutique Sensibility

Broadridge Announces Distribution Insights for Asset Managers on Salesforce AppExchange

Broadridge customers can now benefit from expanded metrics and analytics to increase sales conversion rates and grow revenue

UBS Global Wealth Management lifts global equities stance to 'attractive'

Economic growth is remarkably resilient and central banks have been proactive, giving us confidence the supportive backdrop has more room to run

The Leader of Goldman Sachs’ Family-Office Whisperers

Sara Naison-Tarajano developed the Apex group, a small but growing cadre of bankers with outsized influence on how the wealthiest people on Earth invest.

Citi Ramps Up Advisor Hiring, Sweetens Pay in Effort to Boost Wealth Arm

Citi has a goal of expanding the number of senior advisors in that business by 40%, or some 150 people, by the end of 2026 with the help of outside recruiters.

Dynasty Financial firm Americana Partners gets backing from Lovell Minnick Partners

The $8.5B AUM ultra-high-net-worth firm is looking to its next phase of growth fueled by a strategic private equity investment.

Northern Trust and Hamilton Lane Announce Strategic Collaboration

Hamilton Lane’s market leading analytics and data will be available to help Northern Trust Asset Servicing clients gain insight into their private market investments

Why wealthy Canadians are turning to private banking for estate planning

Early and thorough planning will help ensure our end-of-life instructions are carried out.

The Net Positive Consortium in Wealth Management Launches: Uniting Firms for Collective Impact

This pioneering initiative unites financial advisory firms in a shared commitment to creating meaningful societal impact, extending far beyond financial performance.

Merchant-Backed Apollon Adds $900M CIC Wealth

The deal expands Apollon's presence in Washington, D.C., while giving CIC a more attractive platform for potential recruits.

Modern Wealth Management Acquires $1.4 Billion RIA Petso Financial, Surpasses $6 Billion in AUM

Waverly Advisors Acquires 9258 Wealth Management

Waverly expands into Ohio with 25 locations nationwide

Weighing risks from US legal limbo to French debt and UK uncertainty

Not only from US elections, including the possibility of a contested outcome, but also from French debt concerns and the upcoming UK Budget.

CG Wealth Management hits $40B asset threshold, sets sights on doubling that

Big investments in wealth management to continue, Canaccord Genuity Corp. CEO says

Lighthouse Wealth Tech Labs Partners with Surge Ventures to Accelerate Wealth Management Innovation

The collaboration is designed to address the growing needs of wealth management firms by leveraging the latest technology and innovative solutions.

Wealth and Asset Management