Managers of Wealth Americas

14 William Blair Women Wealth Advisors Named Best-in-State by Forbes

The rankings are based on data from top-performing women advisors nationwide, evaluating several factors including assets under management, industry experience, and compliance records.

Family offices pave road to AI success

A focus on data, processes and culture allows family offices to make the most efficient digital transition, while ensuring that any changes are incremental

J.P. Morgan reaches new milestone with 133 honorees on Forbes’ 2026 top women wealth advisors ranking

Nine advisors were named America’s Top Women Wealth Advisors

Better-than-expected growth points to a stable US, European outlook

Despite the continuing impacts of US tariffs on consumers and trade, we expect global growth to stay close to potential, and broadly stable compared with 2025’s levels.

Broadridge Reports Second Quarter Fiscal 2026 Results

Reaffirming FY'26 guidance including Recurring revenue growth constant currency, Adjusted Operating income margin, and Closed sales

A Notable 17 Northwestern Mutual Advisors Recognized Among Industry's Best on Latest Forbes Lists

Advisors who appear on Forbes' annual lists stand out in the industry, with honorees receiving acclaim for their client service, adherence to ethical standards, and other quantitative metrics including revenue and assets under management.

Margins under pressure: EY’s Jun Li on why asset management’s growth story is changing

AWM leader explains why asset managers face shrinking margins despite AUM growth, and how clarity, focused transformation and adaptability will define the industry’s next winners

Summit Wealth Group Announces Merger with Premier Private Wealth

Merger will Launch Summit Family Office Services to Meet Increased Demand from Ultra-High-Net-Worth Families

Brookfield Asset Management Announces Record 2025 Results and 15% Dividend Increase

Fundraised a Record $35 Billion in the Fourth Quarter; $112 Billion for 2025

Canaccord Genuity wins seven investment trust broking clients after hiring Stifel team

Two traders are thought to have made the move from Stifel following cuts by the US investment banking and wealth management group in its UK capital markets business last year.

How RBC Wealth Management uses AI in their talent pipelines

AI could replace many of the tasks performed in entry-level work, but RBC WM’s Head of Training and Development sees opportunity

Family offices place big bets on AI, alternatives and governance, JPMorgan reveals

Major 2026 global survey shows wealthy families navigating inflation risks, talent costs and portfolio gaps.

J.P. Morgan Private Bank Releases 2026 Global Family Office Report

Global Study Reveals How Family Offices Are Bridging Ambition and Execution

$3B Summit Wealth Adds Commonwealth Advisor to Lead New Family Office

Summit Wealth Group has added a Commonwealth advisor who brings family-office expertise and $470 million in assets under management.

Annual IG Wealth Management Retirement Study: Decline in Guaranteed Employer Pensions Leaving Many Canadians Underprepared for Retirement

Just 11 per cent of non-retired Canadians know how much annual income they will need in retirement, while half (49 per cent) say they simply do not know at all.

Ritholtz Wealth Management Executes Employee-led Succession Plan to Create Industry’s Most Visible, Dominant “Forever Firm”

Industry and media titan Barry Ritholtz expands equity ownership to more firm employe

Wealth and Asset Management