Managers of Wealth Americas

Rockefeller Global Family Office expands into Columbus, Ohio with Jones Wealth Partners addition

They join from Merrill Lynch and will report to Brett Thelander, Northern Regional President of Rockefeller Global Family Office.

International Equity Group Announces Expansion of Its Global Advisory and Wealth Management Services

The expansion includes enhanced portfolio reporting tools, wider multi-asset investment coverage, and increased access to market analysis and economic commentary designed to help clients evaluate developments that may affect their long-term investment str

Investcorp Spent Years Looking for a Wealth Manager. It Picked Berger.

The investment gives Investcorp a majority stake in Berger, while the firm's management team and financial advisors will remain significant owners.

Canaccord Genuity Group Inc. report on voting results from Annual General Meeting

Shareholders also voted on the election as directors of nominees proposed by management

Broadridge’s Distributed Ledger Repo Processes $8.0 Trillion in July

July 2026 ADV reaches $365 billion; Institutional adoption continues as tokenized funding markets mature

Anthropic, Macquarie Asset Management, and GIC announce strategic partnership to develop dedicated data center infrastructure at scale

The parties will work together to identify and develop new sites for which Anthropic will be the anchor tenant, with an initial focus on the United States.

AI, personalization and the $1.5T missed opportunity in wealth

How advisors can close the experience gap as clients demand more from their firms.

How CG Wealth Management's new CIO sees income fitting in client portfolios

Ben Fawcett outlines his approach to a perennial focus for asset managers as it evolves

Wells Loses $470M Team to RayJay, Adds $400M Private Wealth Broker from Merrill

Jordan Krawec first registered nine years ago with Fidelity Investments and moved to Wells in 2019.

Astraeus Launches AI-Native Infrastructure for Wealth Management Firms

New platform to help advisory firms move beyond fragmented technology stacks and build intelligent, auditable, and scalable enterprises.

SEI Launches ANGU ETF, Bringing Factor Research to Traditional Index Exposure

Designed to Deliver Broad U.S. Equity Exposure Through Transparent, Cost-Efficient, Research-Enhanced Approach

Susan Shields top-ranked as private wealth lawyer in Chambers High Net Worth 2026

The annual guide to the world’s leading private wealth lawyers and advisors also honored the firm’s Tax and Family Wealth Group in its 2026 edition.

Flagstar Private Bank announces full implementation of operating model, expanded leadership, and new client capabilities

Strategic evolution deepens client relationships, broadens product capabilities, and positions Flagstar Private Bank for long-term growth

Aspen Standard Wealth buys Denver advisory firm

Denver PWM services include investment management, retirement planning, tax-efficient planning, and legacy planning.

Perigon Wealth Management: Building a Tech Stack Through Partnerships

Jon Seif of Perigon Wealth Management discusses why the firm seeks vendors who will partner with them rather than focus on the “next individual feature.”

Broadridge and Payward Services Collaborate to Give xStocks Holders a Voice in Corporate Governance

Broadridge’s unified governance platform enables xStocks holders to submit voting preferences for shares underpinning their tokenized equities, closing one of the clearest gaps between tokenized equities and traditional stock ownership

Family Offices Sidestep AI Fears in Deal Spree for Robotics Bets

Jeff Bezos’ namesake investment firm boosted its allocation to US robotics software startup Generalist AI.

Advisor moves: Ameriprise, Prospera, Raymond James land teams with $920M in assets

A 27-year Merrill veteran, Florida advisors, and a trio of New Jersey advisors just moved to new platforms.

Modera, Simplicity announce new acquisitions in busy day for industry M&A

Two RIAs expand their geographic footprints with deals in New York's Capital Region and coastal Alabama.

AlphaCore Wealth Advisory Strengthens Northeast Presence With Addition of Brave Family Advisors

Momentum continues with the addition of eight professionals, expanding AlphaCore's presence in the Northeast, a key strategic growth area for the firm

Wealth and Asset Management