Managers of Wealth Americas

RBC Wealth Management wins dual recognition for its use of AI to better empower advisors

PWM Wealth Tech Awards recognize RBC's strategy of pairing top-tier advisors with intelligent technology to drive growth and client outcomes

Coastline Wealth Management’s Garrett Taylor Named Northeast Regional Excellence Awardee in the Advisor of the Year 2025

This honor highlights professionals who demonstrate leadership, business growth, and a lasting impact on the clients and teams they support.

Four Tips to Win—and Keep—High-Net-Worth Clients

Sustainable HNW retention comes down to four disciplines.

Hightower to Deepen Strategic Partnership with $9.5B The Bahnsen Group

TBG has been one of Hightower’s fastest-growing and strongest-performing practices.

Ty Bernicke Named to Forbes 2026 Best-In-State Wealth Advisors List

The list spotlights top-performing financial advisors who demonstrate exceptional client service and industry leadership.

Innovative tech shakes up wealth management in Canada

Advances in digital tools are bringing services once limited to the ultra-wealthy to more customers

Savvy Wealth Debuts Savvy Intelligence to Fuel Evolution of AI-Native, Human-Led Advice

Savvy Intelligence unifies investments, tax, and planning—powered by the first AI agent built to act on it

Bullishness Remains Steady as Geopolitical and Energy Concerns Rise, Morgan Stanley Wealth Management Pulse Survey Finds

As uncertainty rises, investors keep a close watch on their portfolios

‘Almost a no brainer’: Quilter Cheviot MPS adds to US tech

The MPS, managed by Simon Doherty and Antony Webb, primarily added to exposures in the semiconductor industry, rather than across all US technology.

SEI Reports First-Quarter 2026 Financial Results

On an adjusted basis, EPS and operating income grew 21% and 24%, respectively, with the adjusted operating margin increasing to 32%.

Broadridge Launches Central Risk and Liquidity Optimization Solution to Unify Trade Execution, Liquidity and Risk Management

New integrated front-office solution enables firms centralize risk, internalize client flow, optimize liquidity, and improve capital efficiency

Wealthspire Acquires $11B Portland Firm, Expanding Northwest Reach

Sellwood Investment Partners specializes in working with institutional and high-net-worth clients.

Our Wealth Sizing Model 2026 results: wealth gathers pace

For our 20th edition, we’ve revised and extended our analysis to provide a comprehensive view of fast-changing global wealth dynamics.

Citi on the hunt for hedge fund gatekeeper

Citi is looking to add a hedge fund-specialist gatekeeper.

Citi Wealth and Advyzon Announce Strategic Agreement to Deliver a Global Unified Managed Account Program for Clients

This offering will further modernize and deliver industry-leading, personalized advice-driven solutions to our clients, while simplifying the investments experience for clients, bankers and advisors.

Wealth management firm hiring to grow client service team

The company is looking for candidates with strong communication and customer service skills.

UBS Advisor Peter B. Martin Named to Forbes Best-in-State Wealth Advisors

Peter assists high-net-worth families and corporate clients with comprehensive financial planning, banking strategies, investment portfolio management, and insurance solutions.

Osaic Expands Empowered Independence Channel with Pointes North Wealth Management

OSJ Innovative Financial Group supports transition as firm overseeing more than $500 million in assets adopts W-2 model

Baird Acquires $1 Billion Sports Wealth Management Team

The team consists of directors and advisors Don Hutchinson, Dean P. Weseli, and Jeff J. Borgert.

HQLAX Announces Strategic Investments from Broadridge and Digital Asset to Support its Next Phase of Growth on Canton

Together, these initiatives will leverage complementary capabilities to support regulated market use cases across the global securities finance and repo industry.

Wealth and Asset Management