Managers of Wealth Americas

Penn Wealth Planning recognized as a Best-in-State Wealth Management Team by Forbes

Penn Wealth Planning provides financial advice that is anchored in a solid understanding of client needs

Corient Acquires Rootstock, an Ultra-High-Net-Worth Pittsburgh-Based RIA with Approximately $600 Million in Assets Under Management

The acquisition of Rootstock is Corient’s third transaction in the past three months.

Orion Expands Capabilities to Help Advisors Capture Opportunities with Affluent Clients Through Highly Personalized Services

Great Wealth Transfer accelerates demand for bespoke reporting, estate planning, trust accounting and foreign exchange solutions

The saga continues: Brookfield enters $1.9bn bidding war for Insignia Financial

Insignia confirmed Brookfield’s offer, which matches those previously submitted by Bain and CC Capital.

Morgan Stanley to Host 16th Annual Go Red Women’s Leadership Event

Hosted in collaboration with the American Heart Association – Westchester & Fairfield Counties

32 UBS advisor teams in the South Wealth Management Market named to the Forbes Best-in-State Wealth Management Teams list

Among those recognized, UBS advisor team Family Office Partners ranked #1 in Tennessee on this year’s list.

Mercer Advisors Expands in Nashville with Acquisition of $660 Million Financial Partners Group

Tennessee-based firm strengthens Mercer Advisors' Southeast presence

Apollo reports spike in alt sales through wealth management group

Apollo is aiming by 2029 to have at least $150 billion in assets

Goldman Sachs Asset Management launches duo of EMEA active ETFs

Goldman Sachs expands active ETF offerings with duo of EMEA bond ETFs

LPL Financial Welcomes Charter Oak Wealth Partners

They reported serving approximately $600 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.

What do the top wealth management trends of 2025 mean for financial firms? Gareth Wilson, Global Banking Industry Leader at Capgemini tells all…

While some might see these as hurdles, others are embracing them as opportunities to innovate and strengthen client relationships.

Clearstead comes to Chicago with Waveland Family Office deal

Waveland provides a range of family office services, including investment management, financial planning, and tax compliance.

Aristia Wealth Management Launches New Equation in High Net Worth Planning

With the latest AI-powered technology, deep experience in advanced planning, and strategic investment insight, Aristia is a comprehensive solution for high-net-worth clients.

Family office Pitcairn acquires $2.5bn Baltimore firm, forms new RIA

The three partners join Pitcairn alongside two other staffers.

Jonathane Ricci and JR Wealth Management Introduce Values-Based Legacy Planning Service

Jonathane Ricci and JR Wealth Management launch Values-Based Legacy Planning, aligning financial legacies with personal values and philanthropic goals.

Equirus Welcomes Credence Family Office in INR 100 Cr Deal to Strengthen Wealth Management Services

As part of the deal, Credence Family Office will take over Equirus Wealth's Family Office business, and the combined entity will be branded as Equirus-Credence Family Office.

2025 Private Markets Outlook: Insights for U.S. Wealth Advisors

As a result, private equity continues to attract investors seeking higher returns and diversification.

Three essential charts for investors in January

Market trends are rapidly evolving under the influence of a range of factors, both macroeconomic and geopolitical.

UBS, Microsoft Collaborate to Transform Wealth Management with AI-Powered Platform

The partnership enhances client service, streamlines operations, and drives digital innovation across UBS’s global banking divisions using Microsoft Azure's cutting-edge technology

New Mountain Capital Launches Wealth Solutions Team and Platform

NMC is building Wealth Solutions team and platform to service the private wealth market

Wealth and Asset Management