Managers of Wealth Americas

LPL Financial Welcomes Charter Oak Wealth Partners

They reported serving approximately $600 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.

What do the top wealth management trends of 2025 mean for financial firms? Gareth Wilson, Global Banking Industry Leader at Capgemini tells all…

While some might see these as hurdles, others are embracing them as opportunities to innovate and strengthen client relationships.

Clearstead comes to Chicago with Waveland Family Office deal

Waveland provides a range of family office services, including investment management, financial planning, and tax compliance.

Aristia Wealth Management Launches New Equation in High Net Worth Planning

With the latest AI-powered technology, deep experience in advanced planning, and strategic investment insight, Aristia is a comprehensive solution for high-net-worth clients.

Family office Pitcairn acquires $2.5bn Baltimore firm, forms new RIA

The three partners join Pitcairn alongside two other staffers.

Jonathane Ricci and JR Wealth Management Introduce Values-Based Legacy Planning Service

Jonathane Ricci and JR Wealth Management launch Values-Based Legacy Planning, aligning financial legacies with personal values and philanthropic goals.

Equirus Welcomes Credence Family Office in INR 100 Cr Deal to Strengthen Wealth Management Services

As part of the deal, Credence Family Office will take over Equirus Wealth's Family Office business, and the combined entity will be branded as Equirus-Credence Family Office.

2025 Private Markets Outlook: Insights for U.S. Wealth Advisors

As a result, private equity continues to attract investors seeking higher returns and diversification.

Three essential charts for investors in January

Market trends are rapidly evolving under the influence of a range of factors, both macroeconomic and geopolitical.

UBS, Microsoft Collaborate to Transform Wealth Management with AI-Powered Platform

The partnership enhances client service, streamlines operations, and drives digital innovation across UBS’s global banking divisions using Microsoft Azure's cutting-edge technology

New Mountain Capital Launches Wealth Solutions Team and Platform

NMC is building Wealth Solutions team and platform to service the private wealth market

Nominations Open For 2025 Wealth Management Industry Awards

New submission categories celebrate innovation in AI, data management, estate planning, and more

New name, new era for Grayhawk Wealth as firms rebrands to Sagard Wealth

Our clients will continue to receive the same high level of personalized service

Raymond James quarterly profit soars on capital market, wealth management strength

Bankers now expect global deal volumes to surpass $4 trillion this year, the highest in four years.

Blackstone Turns to Canada’s Wealthy to Broaden BXPE’s Reach

Firm has raised $8.5 billion for PE fund targeting individuals

Pitcairn Announces First Acquisition in 102-Year History

The storied family office has also launched a new RIA, to which it will transition the vast majority of its $9 billion in assets this year.

Wealth Partners Capital Group and HGGC Establish Strategic Partnership with The Wealth Alliance

Investment will position New York-based RIA with capital and expertise to expand presence

Warren Buffett changes course with new plans for his estate

That’s a cardinal rule of estate planning at any wealth level.

Corient Acquires $10B Multi-Family Office in New York

In joining Corient, the Geller MFO team and its clients will gain access to new technologies and operational infrastructure.

Mission Wealth acquires Houston advisory firm Logic Capital

Logic Capital Management manages over $400m in assets, providing tailored financial planning and investment management.

Wealth and Asset Management