Managers of Wealth Americas

Race for Relevance Fuels M&A in Asset and Wealth Management

The most fragmented sector of financial services is likely to see the number of firms fall by 20% over the next five years.

Americana Partners Expands Into Nashville With Acquisition of Goodpasture Gray

$11.5* Billion Texas-Based Wealth Management Firm Continues Growing Footprint Beyond Texas, Tapping Sports & Entertainment Market

Fairway Wealth Management Named to Forbes 2025 Top RIA Firms List

This is the firm’s third consecutive year on this list.

Mercer Advisors Adds Singer Burke to its Ultra-High-Net-Worth Regis Group, and Launches Practice to Serve Entertainment and Creative Professionals

Los Angeles-based firm brings 50-year legacy of serving clients in prestigious roles within entertainment, media and business leadership

UBS Advisor Team Wise River Advisors Named to Barron’s Top 250 Private Wealth Management Teams

They have demonstrated the knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra-high net worth clients and their families.

Canada's Dawson Partners pushes into EMEA private wealth

The Toronto and London based-Dawson Partners, which specialises in secondaries, has hired Pimco's former head of UK wealth sales and is preparing an evergreen fund for the region.

Captrust Launches Executive-Level Health Service with Cleveland Clinic

Captrust’s new program pairs wealth clients with a wellness consultant to see them through an extensive, multi-day health screening.

Will investors continue to look through the US government shutdown?

The indifferent market response to the government shutdown is in line with historical experiences.

Focus Financial Partners Network Firm Badgley Phelps Expands with Acquisition of Marshall & Sullivan

They specialize in managing portfolios containing individual equities, fixed-income securities, and alternatives.

Blackstone and Lunate Announce Strategic Partnership to Invest in GCC Logistics

Partnership to create GLIDE, a platform targeting US$5 billion of high-quality warehouses across the GCC

Swiss Finance & Property Group Modernizes Investment Operations with Broadridge’s Front-to-Back Platform

The implementation also includes Broadridge’s SWIFT services and trade settlement monitoring, while performance measurement and portfolio simulation capabilities will be powered by Confluence’s Revolution, a Broadridge strategic partner for pe

Boutique family offices bet on intimacy

A generation of boutique advisory firms is holding the line and setting themselves apart from fast-consolidating larger rivals seeking scale and big-brand recognition

GDS Wealth Management Named to Forbes' 2025 America's Top RIA Firms List for Second Consecutive Year

This year's recognition comes amid market uncertainty—marked by high valuations, shifting Fed policy, and geopolitical tensions.

How Wealth Managers Add Value Beyond Investment Returns

The greatest benefits of wealth management come from holistic, integrated financial planning.

5 reasons to increase allocations to hedge funds, according to a BlackRock investment strategist

The case for hedge funds is stronger now than for years, and with skilled managers producing more alpha in the current environment, it makes sense to increase allocations, argues BlackRock experts

Wealth.com joins Osaic to power estate planning

The collaboration reflects Osaic’s broader strategy to equip advisors with advanced digital tools that strengthen client relationships and enable holistic financial advice.

SEI Announces Strategic Partnership with Graphene

SEI Wealth Platform to Drive Growth for U.K. Wealth Infrastructure Provider, Strategic Investment Opens Access to Different Part of Market

The next generation of the client experience

CEOs weigh in on rapid changes to client expectation, industry demands

Aladdin Wealth Launches AI-Enabled Commentary Tool for Wealth Advisors; Morgan Stanley’s Portfolio Risk Platform First to Implement

Morgan Stanley Wealth Management will continue its GenAI leadership position by deploying the Aladdin Wealth platform’s new AI tool in the U.S. within their Portfolio Risk Platform

Osaic Secures 'Exclusive License' for Wealth.com's Family Office Suite

The partnership reflects rising demand for tech-based, scalable estate planning solutions for RIAs and other financial planning professionals.

Wealth and Asset Management