Managers of Wealth Americas

Mercer Claims Ex-Employee Took Client Info To New Role

The RIA alleged that the former advisor emailed confidential client lists to a personal account before joining a competitor, resulting in $23 million in lost assets.

Ameriprise Financial explores strategic paths as wealth management competition intensifies

Ameriprise Financial stock reflects a growing strategic emphasis on advice-driven wealth management while competition from large US banks and independent platforms keeps the pressure on margins and growth assumptions.

Activest Wealth Management Launches Family Office Governance Program for Multigenerational Families

Firm collaborates with family enterprise scholar and advisor Dennis T. Jaffe, Ph.D., to bring a structured governance framework to ultra-high-net-worth families.

Aris Investing Named as a Finalist in the 2026 Wealth Management Industry Awards for Direct Indexing

The finalist recognition reflects Aris Investing's continued focus on helping financial advisors deliver more personalized investment experiences while addressing the growing complexity of portfolio management.

Credent Wealth Management Named InvestmentNews Employer of Choice Award Winner, Recognized Across Leading Industry Awards

The firm also earned recognition across several other industry awards programs in 2026.

Successful first closing for Van Lanschot Kempen’s North America-focused private equity fund

Clients commit $120 million to Kempen North American Private Equity Fund II

Goldman’s RIA Custody Making Gains on Name Recognition, UHNW Focus

Goldman Sachs is still a nascent entrant in the RIA custody market, but the brand name helps some advisors with the move to independence, according to industry players.

Wealthfront reports platform assets reach $99.1 billion in June

Despite the growth in investment advisory revenue, Wealthfront faced challenges due to a decline in cash management revenue and increased operating expenses.

SDR Ventures Advises Elk River Wealth Management on Partnership with AlphaCore Wealth Advisory

AlphaCore gives our clients and our team access to resources and capabilities we couldn't offer on our own

Aspen Standard Wealth Welcomes CWS Financial Advisors to Its Growing RIA Platform

Aspen’s affiliated RIAs now total $15 billion in assets under management

Hightower Signature Wealth Continues Expansion with Addition of $5B+ from Three Advisory Practices

The model is designed to allow advisors to spend more time focused on clients while benefiting from the scale and resources of a larger organization.

Morgan Stanley Stock And 2 Wealth Managers Tied To Private Asset Growth

Morgan Stanley’s wealth engine sits at the intersection of private markets, crypto access and fee risk

Wealth is going ‘woke,’ says UBS: Rich people are now ‘younger, more female—and more openly queer,’ thanks to the Great Wealth Transfer

As these individuals begin passing on their fortunes, sums will go immediately to their Gen X, millennial, and Gen Z successors, and some cash will go to spouses.

Edward Jones "Generations Hub" for high networth clients is open

Edward Jones opened its fourth hub with tailored teams for wealthy clients, this time in Dallas.

Canada ranks 13th on average wealth but beats Switzerland on the median: report

A record millionaire count masks how unevenly the world's wealth still sits

Wells Fargo launches Advisor Gateway for financial advisors

Advisor Gateway advances the advisor‑client relationship through new tools, powered by innovative technology and Gen AI capabilities.

Ondo Finance Launches First-Ever Custodial Tokenized Securities in the U.S., Broadridge Partners to Integrate World Class Governance

Under this model, which closely follows the SEC’s third-party custodial model, the underlying shares never leave the traditional U.S. regulated custody chain.

UBS gears up to pilot US banking services for wealthy clients – report

The employee rollout will test pricing and products before a mid-2027 launch for wealth management clients.

Silvercrest Asset Management Group Named to Inaugural CNBC Elite Advisors List of Top Ultra-High-Net-Worth Wealth Management Firms for 2026

The firms recognized specialize in serving clients with investable assets of $25 million or more.

643 Ameriprise Financial Advisors Named to the Forbes “Best-in-State Wealth Advisors 2026” List

The rankings are finalized based on data provided by thousands of the nation’s most accomplished advisors.

Wealth and Asset Management