Managers of Wealth Americas

CITI First Quarter 2025 Results and Key Metrics

Percentage comparisons throughout this press release are calculated for the first quarter 2025 versus the first quarter 2024, unless otherwise specified.

BTG Pactual acquires JGP’s wealth management arm

Deal adds R$18bn to bank’s multifamily office business, deepens consolidation strategy

13 giant wealth management firms paid CEOs an average of $29M

Judging by the below rankings of CEO compensation across 13 of the biggest firms in the business, wealth management scored big for them last year.

Reid, Sherman named to Forbes list of Best-in-State Wealth Advisors

Reid Sherman Investment Group was also recognized by Forbes on the 2025 list of Best-In-State Wealth Management Teams.

Erich Castillo, Founder of Cornerstone Wealth Management, Discusses Tailored Financial Strategies and Long-Term Planning in a TV Interview

During the interview, Erich emphasized the importance of planning for life's uncertainties and creating strategies that align with individual goals.

Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.

Steward Partners Applauds 23 Financial Advisors Recognized on Forbes | SHOOK 2025 Best-In-State Wealth Advisors List

The list is compiled by SHOOK Research and is based on a rigorous methodology that blends quantitative data with qualitative insights, including comprehensive interviews with firm-nominated candidates.

Silver Scott Announces Crypto Wealth Management Division and Strategic XRP Reserve Initiative

The service will initially focus on wealth managers, private banks, and qualified individual investors across North America, Europe, and select Asian markets.

Private equity investment for SMSFs poses challenges: wealth adviser

In private equity, fees can also be higher than many other investment options, so any potential return performance needs to be considered in light of additional fee drag.

SoundRidge Private Wealth Debuts in NYC

2025 Forbes Best-in-State Wealth Management Team Joins Wells Fargo Advisors Financial Network (FiNet)

Liontrust Asset Management investors are sitting on a loss of 65% if they invested three years ago

Now let's have a look at the company's fundamentals, and see if the long term shareholder return has matched the performance of the underlying business.

BlackRock’s Fink: Uncertainty and anxiety dominate client conversations

The world’s largest asset manager reported a record $11.58trn of assets in the first quarter of 2025, slightly above the $11.55trn at the end of last year.

Record-Breaking 30 William Blair Wealth Advisors Named Best-in-State by Forbes

The Forbes best-in-state and top wealth advisors are based on various criteria, including revenue trends, assets under management, and industry experience.

Fortunium Wealth Management Expands to Apollo Beach, Florida

Fortunium Wealth Management opens new office in Apollo Beach, FL, enhancing local access to expert financial services

Wealth managers weigh options after Trump's 90 day tariff pause

Stocks soared after President Trump delayed his full tariff plan for 90 days leaving financial advisors wondering what to do during the interim.

MJP Wealth Advisors President Brian Vendig Named to the 2025 Forbes Best-In-State Wealth Advisors List

The seventh annual 2025 Forbes Best-In-State Wealth Advisors ranking consists of seasoned wealth advisors that collectively oversee more than $16.7 trillion in client assets.

Wealthsimple acquires wealth management platform, Plenty

Their expertise complements Wealthsimple’s expansion of products for couples and families, including householding for Premium and Generation status, joint accounts, spousal RRSPs and RESPs.

Envestnet teams with Blackrock to simplify access to custom models

Enables Advisors to Meet Growing Demands for Portfolio Customization at Scale

Q&A with Adam Malamed, CEO of Sanctuary Wealth

For the largest firms in the IBD space, the point of building enormous scale is to drive efficiencies that will translate to the bottom line, inevitably resulting in less flexible and accessible service for advisors.

Modern Wealth Enters California with $1 Billion in New Acquisitions

Both Wade Financial and Planned Asset Management will now be part of Modern Wealth’s comprehensive suite of offerings

Wealth and Asset Management