Managers of Wealth Americas

Family offices double down on stocks and private equity even as inflation spurs worry, Citi survey finds

Inflation displaced tariffs as family offices’ top investment concern in 2026, per a new Citi Wealth survey.

AI-powered tools reshape wealth management tech stack for advisors

Betterment, F2 Strategy and WealthReach push AI deeper into advisory firm operations with three deals this week.

Corient Expands to Cayman Islands with Acquisition of FortCay Family Office Advisory

Establishes Corient’s presence in a premier global wealth jurisdiction and enhances its expertise in serving families with complex cross-border needs

Prudential Advisors is now Prudential Wealth Advisors

New name reflects evolution to a modern wealth management platform

Fieldpoint Private Announces Successful Capital Raise

This investment underscores Fieldpoint’s commitment to a distinctive private client strategy focused on middle-market companies and high-net-worth families

Skybound Wealth picks Savills as top property partner

Skybound advisers will pass property referrals to Savills

Citi Wealth’s 2026 Global Family Office Report Reveals Clients Are Shifting Their Focus Towards Public Equities

Today’s leading family offices are building long-term strategies underpinned by three key themes: capital, capability and continuity.

Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in August

All amounts are expressed per share of common stock and are based on accounting principles generally accepted in the US, which may differ from federal income tax regulations.

LPL Financial Welcomes Cornerstone Advisors and Clear Pointe Wealth Management

The teams reported serving approximately $1 billion in assets* and join LPL from Northwestern Mutual.

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.

Wealth and Asset Management