Managers of Wealth Americas

NewEdge Capital Group Expands Envestnet Partnership to Incorporate Structured Note Strategies Within Unified Managed Accounts

NewEdge Investment Solutions’ SNIP and SNAP Solutions Can Now Be Accessed in One Account Alongside Other Investment Strategies

U.S. Banks Post Strong 2Q26 Results on Capital Markets Strength

Fifth Third was a notable exception, with lower returns due to integration charges tied to its acquisition of Comerica.

Spotlight the wealth management leaders raising the bar in 2026

Don’t let a deserving colleague—or your own accomplishments—go unrecognized.

Nubank strengthens its Brazil operation with a new banking license

The move comes through the acquisition of Banco Porto Real and deepens the relationship of trust with the company's more than 115 million customers in the country

BlackRock’s Aladdin Revenues Increase by 13% Driven by Public and Private Market Tech Solutions

The firm bets on artificial intelligence, data, and analytics to integrate public and private markets

Dual-Class ETFs, Mutual Funds Could Reshape 401(k) Landscape

A recent SEC ruling on dual-class share structures may allow ETFs to overcome operational hurdles that have kept them out of retirement plans for decades.

Crestwood Advisors Included in Financial Advisor Magazine's 2026 RIA Survey & Ranking

Recognition follows another year of momentum and continued commitment to client-centered wealth management

Advisor moves: LPL attracts billion-dollar breakaways from JPMorgan, Buell Securities

Alan Feutz leaves the wirehouse in Illinois, while a team of five make a break from their Connecticut firm.

Apollo Funds Complete Acquisitions of Emerald and Questex, Creating a Scaled, B2B

Experiential Events and Media Platform Positioned to Drive Sustained, Long-Term Growth Announces Additional Executive Leadership Team Appointments

Carson Group Creates Home Office Teams for W-2, Independent RIA Channels

One of the most active RIA acquirers has recently created dedicated business lines for its W-2 and independent channels to help focus team members and drive growth, according to CEO Burt White.

Creative Planning rebrands SageView post-acquisition

The mega-RIA has integrated SageView Advisory Group into its retirement division and rebranded it under the name Creative Planning Institutional Consulting.

Pimco Sees First Cracks in the Private Credit Boom

At first glance, corporate bonds appear expensive. Credit spreads are close to historical lows.

Verizon, Lockheed Martin to Outsource Pensions to Goldman Sachs Asset Management

The agreements represent a combined $70 billion in OCIO mandates.

Northern Trust Appointed to Support Invesco’s New Index-Tracking Mutual Fund Range

Supporting Invesco’s Distribution of Synthetic Replication Capabilities to European Mutual Fund Investors

113 Ameriprise Financial Advisors Named to the AdvisorHub “Advisors to Watch” Lists

Backed by a longstanding, trusted brand, these capabilities help advisors grow faster, work more efficiently and deliver an exceptional client experience.”

Bartholomew & Company Launches Hybrid RIA, Marking the Next Step in its Long-Term Growth Strategy

The new RIA structure strengthens the firm’s operating platform and enhances its ability to serve clients while preserving the disciplined approach and personalized service that has defined Bartholomew & Company for more than three decades.

Aspyre Wealth Partners Celebrates Team Growth and New Office in Overland Park

Kansas City financial planning and wealth management firm grows professional team serving executives, emerging leaders, and high-earning families.

Retirement & Wealth at Alliant Expands with Acquisition of Retirement Solution Group

Strategic acquisition expands retirement plan consulting expertise and enhances client solutions nationwide

TD Asset Management Inc. and iCapital Network Canada Ltd. Collaborate to Bring a Global Real Estate Strategy to Eligible Canadian Accredited Investors

The launch builds on the firms' existing relationship supporting Canadian private wealth channels and marks the second strategy introduced in Canada through iCapital's platform.

Banco de Bogota highlights regional banking role as investors watch Latin American financials

Analysts observing the region often emphasize the importance of credit discipline and risk management in economies

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