Managers of Wealth Americas

Moss Adams Wealth Advisors Goes Independent, Unveils New Brand: Threadline Wealth

The new firm, majority led by management, launches as an independent RIA, positioning itself to collaborate broadly across the accounting profession while building a regional boutique wealth management firm.

BlackRock Fink says AI boom may widen wealth gap without broader market access

"Now AI threatens to repeat that pattern at an even larger scale."

William Blair Private Wealth Management Recognized by Barron’s

The advisors honored represent the firm’s offices in Georgia, Illinois, and Maryland.

Nour Private Wealth Expands Capabilities as the UHNW Market Evolves

Nour Private Wealth (NPW) is expanding its private wealth management company platform in direct response to that evolution

Global Wealth Management Relocates Sarasota Office to New Location on Professional Parkway

Upgraded space features dedicated event venue for lunch-and-learns, educational workshops, and community engagement

RBC Wealth Management recognized for high-net-worth client service and succession planning at Euromoney Private Banking Awards 2026

This year marks the fourth consecutive year RBC Wealth Management has been recognized by Euromoney for its continued excellence in the industry.

Success for UBS in the USA: Green light for the US banking license

The last hurdle has also been cleared: UBS has received a national license in the USA.

BlackRock’s Larry Fink warns AI may intensify wealth inequality

CEO of world’s biggest asset manager says rich backers of artificial intelligence could reap most of the rewards

BDCs and Wealth Managers Most Vulnerable to AI-Driven Credit Risk

Wealth managers are identified as highly vulnerable to business model disruption as AI-enabled model portfolios and direct indexing platforms offer low-cost alternatives to traditional advisory services.

Treasury Partners Founder Richard Saperstein Named to the Barron’s Top 1500 Financial Advisors List

Treasury Partners provides comprehensive financial services for clients, including wealth management, asset allocation, financial planning, estate planning, and corporate cash management.

Maridea Wealth Management Adds Chichester Financial Group

Chichester, who brings over two decades of experience to Maridea, will join the firm as a senior financial planner.

$4.7B Wealth Unit Spins Out from Baker Tilly

Seattle-based Threadline Wealth launches with backing from The Cynosure Group and a group of employee owners.

UBS wealth management outflows threaten US turnaround, analysts and sources say

UBS targets 15% pre-tax margin in US wealth division, up from 13% last year

$5.8B Wealth Unit Spins Out from Baker Tilly

Seattle-based Threadline Wealth launches with backing from The Cynosure Group and a group of employee owners.

Apex Group joins BlackRock's Aladdin® Provider Network to launch a private credit outsourcing solution

Collaboration empowers private credit managers to combine Apex Group’s servicing with BlackRock’s Aladdin technology for greater control and efficiency

208 Ameriprise Financial Advisors Named to the Forbes “Top Women Wealth Advisors Best-in-State” List

The advisors selected for the list represent the highest tier of professionals across the country—chosen through a rigorous review of thousands of submissions from top-performing women in wealth management.

What JP Morgan’s Justin Nelson Says Family Offices Actually Handle

Most people have heard the term “family office” tossed around in conversations about old money, Wall Street, or the ultra-wealthy. But ask someone to explain…

Goldman Sachs Invests $42.5M in GeoWealth

The turnkey asset management platform will use most of the capital for shareholder liquidity, with the remainder funding UMA technology development, tax and AI planning.

The Private Capital Crisis Is Real

Eight ways to protect your clients and seize opport

Update: Managing wealth through crisis and war

How have markets responded to past geopolitical crises? What does this suggest for families' investment strategies?

Wealth and Asset Management