Managers of Wealth Americas

Lido Advisors Partnering With $850 Million Firm Olympus Wealth Management

The whole Olympus team will remain at their current office in Cottonwood Heights, Utah.

RIA Tempo Wealth Launches With $650M, Executive Client Focus

Three advisors go from broker/dealer affiliate to RIA group to launching their practice outside of Cleveland with a focus on working with business executives.

Raymond James To Welcome New $605 Million Program with Texas Community Bank

With this new alignment, TCB Investments will provide clients with investment and wealth management services through Raymond James Financial Services.

Lido Advisors to Partner with Olympus Wealth Management

Salt Lake City-Based RIA Serves HNW & UHNW Business Owners & Families with Over $850M in RAUM

AE Wealth Management Achieves $40 Billion in AUM Milestone

This milestone marks the latest chapter in AEWM's inspiring growth journey. It reflects the firm's ongoing commitment to innovation, partnership, and providing exceptional value to its advisors and clients.

Janney Named Official Wealth Management Partner of the Philadelphia Eagles

A Partnership Built on Shared Values of Excellence, Teamwork, and Results

New Wealth Management Research Finds Transition Support Services Critical to Retaining Assets During Advisor Moves

Advisors retain more assets in lateral moves—but transitions remain challenging, according to new research issued by Cerulli Associates and sponsored by 55ip

DORA breathing down your neck? Why banks without PaaS are failing in cloud migration

This shift is being driven not only by competitive pressure from FinTechs, but also by stricter EU regulations such as DORA, rising operating costs, and the need for greater agility through modular architectures.

Chambers High Net Worth 2025 Guide Again Recognizes Firm and Members of Lowenstein’s Private Client Services

Lawyers and firms are assessed by various factors, including legal knowledge and experience, professional ability, effectiveness, and client service.

Crisis Is His «Business»

The strategy is characterized by targeted management of interest rate and credit risks, with lower volatility than traditional corporate bond portfolios.

Bergos inks private equity deal with US asset manager

Zurich-based Bergos forms partnership with Neuberger Berman to provide open-ended private equity vehicles.

Northern Trust Declares Quarterly Dividends on Common and Preferred Stock

Northern Trust Corporation also declared cash dividends of $2,300 per share of its Series D non-cumulative perpetual preferred stock (resulting in a distribution of $23.00 per depositary share)

Lazard Reports Second-Quarter And First-Half 2025 Results

For the first half of 2025, Lazard reported net revenue of $1,444 million and adjusted net revenue1 of $1,413 million.

Morgan Stanley under probe for wealth management client vetting issues – report

The inquiry is examining the firm's client risk assessments and related practices from October 2021 to September 2024.

Ameriprise Financial's quarterly profit rises on higher fee income

Assets under management and the fees earned by managers depend on two factors - money flowing in and out of the funds and the performance of investments.

Osaic Makes Strategic Majority Investment in Succession-Focused $700m Innovative Wealth Team

Expanded partnership marks major step in Osaic’s plan to offer succession planning solutions to advisors approaching retirement

J.P. Morgan advisors named to Barron’s top 100 women list

Three advisors ranked in the top 10 in the country

Global Real Estate Giant Greystar Launches Private Wealth Team

The company plans to raise private investor money for traditional funds alongside institutional capital.

Morgan Stanley Wealth Management Pulse Survey Reveals Surge in Bullishness as the Market Enters Q3 in Positive Territory

The survey explored investor views on sector opportunities for the third quarter of 2025

SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership

Partnership Reinforces Value of Advice, Delivering Wealth Management and Services at Scale

Wealth and Asset Management