Managers of Wealth Americas

The Quiet Force Reshaping Advisor Product Shelves

There's a quiet transformation happening inside advisory practices, and it has nothing to do with prospecting.

Hightower taps Dispatch to unify client data across Signature Wealth platform

Data orchestration firm Dispatch will manage client records across custodians as Hightower Signature Wealth scales past $35 billion in assets under management

Northern Trust inks digital investment infrastructure MoU with CSC

The companies say the MoU "establishes a framework for collaboration focused on emerging technologies including tokenisation, digital assets, and enhanced digital cash capabilities".

Sowell Management launches advanced planning unit to serve wealthy clients

The Arkansas-based RIA's new in-house unit targets wealth transfer, business succession and tax strategy for high-net-worth families

Partners of Centurion Wealth Management Named 2026 Top Financial Professionals by Northern Virginia Magazine

A decade of recognition also reflects the continuity behind Centurion's approach.

Hightower Picks FinTech Dispatch for Onboarding in its Signature Wealth Channel

Hightower’s growing Signature Wealth channel goes with wealth data ‘orchestrator’ Dispatch to manage back-office operations, including advisor and client onboarding.

Who Are the Fastest-Growing Wealth Management Firms in South Florida? Global Wealth Management Recognized for a Third Year

The recognition comes as the firm continues to expand its footprint across Florida, now serving clients from six offices between Fort Lauderdale and The Villages.

Citizens Keeps Up Wealth Push With $1B Tampa Duo

Also, $111B Mercer grows its Ohio footprint through acquisition, Janney adds a $150M advisor from Wells Fargo, and Steward Partners expands credit line by group led by Blackstone.

BlackRock Stock And 2 U.S. Asset Managers Tied To Money Market Demand

This article walks through three U.S. asset managers from the screener that appear most exposed to these headlines and explains why their stories matter now.

The New Evolutionary Model of Wealth Management

For independent wealth management firms, this shift is not a passing trend.

Cetera Welcomes Former Commonwealth Team, Severn Wealth Management, Overseeing Approximately $160 Million in AUA

Family-centered Annapolis practice with a decades-long legacy begins its next chapter of growth within Summit Financial Networks at Cetera

Royal Bank of Canada Reports Third Quarter 2026 Results

Adjusted net income2 and adjusted diluted EPS2 of $6.1 billion and $4.28 were up 10% and 11%, respectively, from the prior year.

Over 90% of investors and wealth managers want better security on digital assets, says survey

Security and custody standards identified as the biggest roadblock to investing

Dunham Named Finalist in the 2026 Wealthies Competition

Three finalist nods span marketing leadership, thought leadership, and estate planning advisor support

Billionaire cohort and wealth at new highs, but what’s in their portfolios?

New research reveals wealth drivers, asset holdings and demographic makeup of world’s wealthiest

Proxima Wealth Partners Launches on the Concurrent Platform to Be a Destination for Growth-Oriented Independent Advisors

Co-Founded by former Raymond James Private Client Group executive Chris Davitt, Proxima offers institutional resources and advisor-centric solutions for liquidity and business monetization.

Family Wealth Management: Helping investors build financial confidence for the future

While many of her clients are located throughout Southern Utah, she has also built lasting relationships with clients across northern Utah, the Seattle area, California, Nevada and Arizona.

Cresset Adds $4B Boca Raton Team From UBS

The 16-person group, led by Michael Bober and Ed Ventrice, establishes the firm's first office in Boca Raton and strengthens its South Florida footprint.

Pictet Asset Management's PQUS Surpasses $100 Million in Assets Within Six Months of Launch

The strategy aims to deliver an enhanced indexed equity portfolio driven by active, stock-specific returns, seeking compounding outperformance with lower drawdown risk than traditional active management.

JPMorgan softens stance on share-backed loans to target AI-era wealth – report

Under its usual policy, the bank does not accept shares in a company that has been public for fewer than 135 days as collateral for lending.

Wealth and Asset Management