Managers of Wealth Americas

InvestCloud Introduces Private Markets Account™: A Wealth Management First

Enabling Alternative Investments To Be Held in a Fully Dedicated Sleeve Within the Managed Account Structure Represents Seismic Shift in Wealth Management

Orion Lands Deal to Acquire Summit Wealth

As part of the deal, serial entrepreneur Reed Colley will join Orion from Summit as president of its technology unit.

Wealth managers seek to break down philanthropy barriers

Philanthropy plays a unique role by fostering innovation and amplifying nonprofit efforts

Frontier Asset Management Selects SEI to Launch Active ETFs

Advisors' Inner Circle Fund Trust Powers Growth for Asset Managers

J.P. Morgan Wealth Management Ranks #1 in J.D. Power Digital Experience Study

P. Morgan Wealth Management Ranks #1 in J.D. Power Digital Experience Study The firm leads competitors in self-directed and full-service investor satisfaction in website and app

Orion Announces Agreement to Acquire Summit Wealth Systems; Reed Colley to join as President of Orion Advisor Technology

Reed holds a Bachelor of Science with degrees in Engineering and Economics from Vanderbilt University.

BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

As global interest rates decline, investors generally adopt a more favorable outlook on the broader economic environment

Despite FOMC market reaction asset managers still favour risk assets

BlackRock, JPAM, and Invesco say the market reaction to the US Fed Meeting doesn’t change the outlook for 2025.

Etico Financial Partners with BetaSmartz to Redefine Wealth Management for Independent Advisors

This collaboration represents a significant step forward for the RIA market

Younger high-net-worth Americans are more likely to prefer living wealth transfers, says Schwab

Survey of US millionaires unpacks demographic divides, with millennials and Gen Xers more than twice as likely as Boomers to share their fortunes while alive.

Jonathane Ricci and JR Wealth Management Empower Clients to Create Lasting Impact with Strategic Charitable Giving.

Jonathane Ricci leads the firm in offering a unique approach, merging managed legal expertise with profound philanthropic understanding.

Family offices face hidden risks in making direct investments

Family offices making direct investments in private companies may be taking on more risk than they realize

Opto Investments Launches Planner Tool

The addition is one more step toward simplifying the complexity of private market investments for advisors.

Faust Wealth Management Group Joins Kestra Private Wealth Services to Enhance Client Experience

Kestra PWS is dedicated to supporting independent financial advisors in growing their practices by providing them with industry-leading resources and support.

Homrich Berg To Buy $6.4 Billion WMS Partners Multi-Family Office And RIA

The firm, founded by Tim Chase, David Citron, and Martin Eby, has grown to over 80 employees and partners.

Apella Wealth Expands West Coast Presence with Addition of Young Wealth Management

Wealth management firm from Davis, CA brings $144 million in AUM

Savant Wealth Management Acquires Source Financial Advisors

New York Firm Specializes in Working with Divorcing/Divorced Women

Citadel Credit Union Announces Partnership with Cetera Financial Group to Power Wealth Management Programs and Enhance Member Experience

The selection reflects Citadel's dedication to providing world-class solutions to empower members' financial well-being while fostering a culture of excellence within its wealth management division.

Hightower Makes Strategic Investment in Dechtman Wealth Management

Denver Wealth Manager to Scale and Grow its Family-run Business at Hightower

Vanguard Establishing New Advice & Wealth Management Division

They are grounded in the firm’s core philosophy of high-quality, diversified, and low-cost solutions designed to help clients keep more of their return.

Wealth and Asset Management