Managers of Wealth Americas

Coastline Wealth Management's Garrett Taylor Named a Top New York Best-in-State Wealth Advisor

Garrett started Coastline Wealth Management in 2012.

91% of Wealth Managers Have AI Ambitions–And Concerns. Eton Solutions’ AI Platform Addresses Both.

Eton Solutions’ AI Scales The Mundane for Family Offices, RIAs and PE Firms While Upholding Rigorous Privacy, Security, Transparency and Bias Standards

$280 Billion in Average Daily Processed Trade Volumes on Broadridge Distributed Ledger Repo Platform

DLR market data now available on Kaiko's new data application on Canton Network, Broadridge leading the settlement of tokenized real assets

Citi's big guns line up behind senior executive accused of sarcasm. Enraged broker faces disciplinary action

Since then, Citi has been healing the wound.

Mayer Brown represents BlackRock in landmark agreement to manage $80 billion of Citi Wealth client assets

The agreement includes BlackRock managing approximately $80 billion in assets for thousands of Citi Wealth clients.

Citi CEO ‘Comfortable’ With Outcome of Probe Into Wealth Head

That investigation is now complete, though Citigroup has previously declined to comment on the outcome of the probe.

Merrill creates new division to increase credit offerings to the wealthy

The group will begin with around 20 bankers, but may expand over time.

Family Offices Accelerate Their Professionalization and Diversification Amid Geopolitical and Regulatory Uncertainty

Family offices intensify their diversification and professionalization in response to geopolitical instability and regulatory changes

Altruist Partners with Ritholtz Wealth Management to Expand Access to Financial Advice

The firm has built a tiered service model to meet clients wherever they are in their financial journey — from first paychecks to complex estates — and engaged Altruist as a partner whose technology could support that vision at scale.

Envestnet announces five-year strategic roadmap,marked by investments in research & development client support and AI

Vision To Reinvent The Advisor Experience With Best-In-Class Software For Trading, Reporting, Financial Planning, Portfolio Management And Client Engagement

WisdomTree’s Jonathan Steinberg Wins ‘CEO of the Year’ at 2025 Wealth Management Industry Awards

Award Honors Steinberg’s Visionary Leadership and Industry-Shaping Innovation

Broadridge Acquires Retirement Plan Technology Provider iJoin

Combined capabilities will help record keepers, financial advisors, asset managers, and insurers improve retirement participant outcomes and unlock growth opportunities

Objectway accelerates growth course

The wealth management sector continues to grow steadily, and demand for modern technology solutions from established providers is increasing.

BAC & Merrill Expand Private Markets Access: A Push for UHNW Clients?

According to a Bank of America Private Bank study in 2024, 93% of the young HNW investors plan to increase their allocation to alternatives in the coming years.

Wealth Management Industry Awards Celebrates Excellence and Innovation at 11th Annual Ceremony

Record-breaking participation highlights industry growth as winners announced at prestigious Cipriani 42nd Street gala

California’s 50 Richest Suburbs, 2025: Where Ultra-Wealthy Families Call Home

Of California’s 50 richest suburbs in 2025, eight of the top 10 are located in the Bay Area.

Citi and BlackRock to Launch Investment Portfolio Solutions to Improve Wealth Management

Unveiled this month, this collab reportedly combines Citi’s advisory expertise with BlackRock’s investment management know-how and technology, setting a standard for personalized wealth solutions.

Cerity to merge with New York financial advisory firm Graypoint 

Graypoint’s clientele includes high-net-worth and ultra-high-net-worth individuals and institutions.

Global banks rush into Credit Suisse vacuum to serve Swiss companies

JPMorgan and Deutsche Bank among lenders competing for country’s businesses

ECHELON Partners Wins Wealth Management 2025 Industry Award for M&A Deal Support

The winning initiative, the ECHELON RIA M&A Deal Report, is the industry's most comprehensive annual analysis of wealth management dealmaking.

Wealth and Asset Management