Managers of Wealth Americas

Kirk Badii Named Finalist for 2025 Wealth Manager of the Year in the Southwest Region by InvestmentNews

Independent financial advisor Kirk Badii recognized for fiduciary leadership and long-term wealth management for ultra-high-net-worth families

New AI Tool Solves Complex Asset Management Challenges as Great Wealth Transfer Accelerates

While stocks and real estate transfer with relative ease, unique personal property bottlenecks an orderly settlement.

Blackstone,Revolut in talks to collaborate on wealth management – report

The company is also looking to hire a private banker in the UK to manage and support relationships with high-net-worth individuals worldwide.

Wipfli: Wealth Management Executives Bullish on Growth for Next Year

But there are a lot of variables that can impact growth, including how well firms can turn digital investments into real performance gains, according to the advisory and accounting firm.

Great Wealth Transfer drives rise in multi-generational planning

Financial advisors are increasingly serving entire families, not just individual clients, as the Great Wealth Transfer accelerates.

Wealth Managers Merge at Rapid Pace and PwC Sees Even More Ahead

Reduced financing costs due to the Federal Reserve’s rate cuts have boosted activity, according to the PwC report.

Brookfield’s 2026 Investment Outlook: A Defining Moment for Global Markets

A structural, multi-decade cycle is underway, powered by rising electricity demand, rapid AI adoption, and the reorientation of global supply chains.

Los Angeles-Based UBS Advisor Team Wise River Advisors Ranked #10 on Forbes America’s Top Private Wealth Management Teams List

Wise River Advisors ranked #10 nationally, marking the fourth consecutive year that the team has been named to the list.

Expect changes in investor behavior in 2026 as prediction markets expand

Wealth managers are already seeing changes in investor behavior due to the growth of prediction markets and sports betting. And they expect more evolution in 2026.

EP Wealth acquires Clearview Wealth Advisors

The acquisition brings approximately $218m in assets under management to EP Wealth’s Phoenix region.

Wealth Enhancement acquires Spectrum Wealth Management and Putman Group

The transaction will add a team comprising an adviser, 14 financial professionals, and five support staff into Wealth Enhancement, overseeing more than $182m in client assets.

Four US managers battle to beef up Asia wealth channels

The next decade's winner in asset management will be made in private banking distribution. But is there only one playbook for growth in Asia? Citywire Asia speaks to four top US managers on their take.

BlackRock Expands Citi Partnership, Appoints New Leader

Under the agreement, clients currently managed by CIM will continue to receive wealth advice, asset allocation support, and strategic guidance from their existing Citigroup private bankers.

Hightower Announces Launch of Hightower Signature Wealth

HTSW complements Hightower’s existing model with a fully integrated platform that optimizes efficiency, streamlines operations, and leverages the firm’s national scale and resources.

Wealth Enhancement Announces Acquisition of Spectrum Wealth Management and Associated Tax Practice

This partnership brings the firm's total client assets to more than $131.2 billion.

Broadridge Strengthens Platform for Alternative Investment Managers with New General Ledger Capabilities and a Redesigned User Interface

The new general ledger capabilities extend Broadridge’s portfolio management system by embedding period accounting and financial statement reporting directly into the investment platform.

Wealth and Asset Management