Managers of Wealth Americas

Family offices step up governance and global reach in 2025, report reveals

Industry professionals report increased compensation.

Fintech Pioneer Bill Harris Launches Evergreen Wealth to Redefine Digital Wealth Management

Technology-driven RIA blends fiduciary advisors with agentic AI, delivering hyper-personalized, tax-optimized Dynamic Portfolios designed to deliver higher after-tax performance

Perigon Wealth Management Welcomes Gitterman Wealth Management

The acquisition reflects Perigon's focus on partnering with firms whose values, culture and client-centric approach are consistent with its own

Apollo Announces Launch of Apollo Sports Capital

ASC names Al Tylis as CEO, Apollo Partners Rob Givone and Lee Solomon as Co-Portfolio Managers, and Sam Porter as Chief Strategy Officer

The rich have a wealth gap, too

Why it matters: Yes, there's a wealth gap even among the rich, as the richest of them all keep gathering a higher percentage of overall wealth.

TD Bank CEO outlines wealth management strategy following anti-money laundering fines

At the core of the plan is an emphasis on expanding high-margin, fee-driven businesses.

Bernstein Private Wealth Management Named Financial Advisor Team of the Year at the 2025 Society for Trusts & Estate Practitioners Private Client Awards

Firm honored with this distinction for the second time

Royal Bank of Canada targets wealth-management firms for US banking expansion

The expansion strategy also includes a focus on Asia, where the CEO is open to forming partnerships with other banks.

Associated Wealth Advisors Launches the “The 10-Billion Fund Showdown” to Select Visionary Leadership for Its Landmark Project

Positioned as the “Olympics of Capital Markets,” this initiative underscores AWA’s long-term strategy as it advances toward its planned Nasdaq listing in May 2026.

Barron's Ranks Mission Wealth on Top 100 RIA Firms List for 2025

Mission Wealth's fiduciary advisors are focused on helping clients navigate these shifts with confidence.

Royal Bank of Canada targets wealth-management firms for US banking expansion

The expansion strategy also includes a focus on Asia, where McKay is open to forming partnerships with other banks to facilitate support for RBC's clients engaged in global business activities.

Praxis Solutions Acquires WEALTHAWK, An Award-Winning Lead Generation Platform for Advisors

WEALTHAWK has already earned industry recognition

Steward Partners Named to AdvisorHub's Inaugural 'RIA Firms to Watch in 2026' List

AdvisorHub cites Steward Partners' innovative ownership structure and strong growth momentum as drivers shaping the future of RIAs

Raymond James snags 3 teams from Richardson Wealth with $1B in assets

The Winnipeg-based firms will integrate to create Raymond James’ first office in Manitoba

Rockefeller Asset Management Marks One-Year Anniversary of Opportunistic Municipal Bond ETF Launch with Strong Performance and Continued Growth

Rockefeller’s actively managed municipal ETFs seek to provide exposure across high-yield and high-grade segments on the municipal bond market in an effort to deliver risk-adjusted returns compared to its respective benchmarks.

Dollar Bank expands wealth management services in Ohio, US

The expansion is expected to enhance customer support in financial planning for retirement, education, and wealth management.

Report: 20% of Wealth, Asset Managers to Be Acquired by 2029

The latest deal analysis from OliverWyman and Morgan Stanley predicts 1,500 “significant” transactions in the next five years across wealth and asset management.

Family offices prefer to bet on AI boom with stocks versus startups and VC funds

Private investment firms of the ultra-wealthy have made splashy deals backing AI startups.

Raymond James Ltd. Expands into Manitoba with the Acquisition of Three Leading Winnipeg Teams bringing over $1B in client assets Français

Managing over $1B in client assets, Martin Wealth Management, Miles Wealth Management Group, and Ruban Stark Wealth Partners will anchor the opening of a new Raymond James office in Winnipeg.

JPMorgan Adds Millionaire Wealth Offering to Dozens of Branches

The bank has put J.P. Morgan Private Client bankers in 53 branches in affluent areas of New York, Connecticut, Florida and Texas.

Wealth and Asset Management