Managers of Wealth Americas

Brookfield Corporation Announces Pricing of $600 Million Notes Due 2031

The offering is expected to close on September 23, 2026, subject to the satisfaction of customary closing conditions.

Cerity Partners to Welcome the Contant-Leit and Wacht Groups of Shufro Rose & Co., Deepening Its Presence in New York City

The combination brings together colleagues with shared values and a fiduciary-driven commitment to comprehensive, client-first advice, uniting the Contant-Leit and Wacht Groups under the Cerity Partners brand.

Beta Wealth Group Expands With New CPA-Led Tax & Accounting Firm

New offering connects year-round tax strategy with the decisions shaping clients' wealth

Maridea Wealth Management Welcomes River Cities Financial Services and Dietz, Futrell & Walters Insurance, Establishing First Ohio Presence

Marietta-area firms — serving clients since 1948 — bring integrated wealth management and insurance services to Maridea's national platform under the leadership of Michael Anthony and Dustin Becker

Wealth manager Allspring considers sale – report

The sources said talks remain at an early point and that no decision has yet been made.

Richardson Wealth Announces Intention to Become Nobelia Wealth, Marking a New Chapter in Its Evolution

Nobelia Wealth will enhance Richardson Wealth’s boutique culture

RIA Modern Wealth Management Acquires $710M Practice in Florida

Through the acquisition, Sanchez Wealth will gain access to a variety of resources, including technology, compliance, human resources, operations, and marketing.

Affiliated Advisors Named Winner of the Independent, Integrated Growth Platforms Award in Wealth Management's 2026 Wealthies Industry Awards Program

Recognition honors Affiliated Advisors' Equity Uplift program, which helps independent advisors build more scalable, valuable, and succession-ready businesses

RBC Wealth Management head Neil McLaughlin plays the long game in Asia

McLaughlin views his transition from personal and commercial banking across the business to wealth management as one of continuity, rather than contrast.

Apex Fintech Solutions and FusionIQ Announce Collaboration

Collaboration combines Apex's clearing, custody, and brokerage infrastructure with FusionIQ's end-to-end digital wealth platform

Liberty Partners Wealth Management Inc. Announces Preparations for "Project Whale” to Strengthen Institutional-Grade Asset Allocation and Risk Management

Project Whale is being developed as a core research and service enhancement initiative aimed at addressing these challenges in large-scale asset management.

Independent Wealth Management Firm, Prospera Financial Services, Wins Service Category in the 2026 Wealth Management Industry Awards

The award recognizes Prospera's Operations Concierge Program, an advisor-focused service model designed to simplify operational support and deliver a more responsive, personalized experience.

Private placement life insurance draws ultra-wealthy interest

PPLI offers tax-free growth for ultra-wealthy families, but advisors say estate planning expertise matters most

Envestnet Strengthens Wealth Management Platform with New Interactive Dashboard, UMP Configuration Tools, and Expanded Widget Library

Third Technology Release of 2026 Lays the Interface Foundation for an AI-First Advisor Experience

Wealth and Asset Management