Managers of Wealth Americas

Stratos Wealth Holdings Acquires 11 Partner Firms, Adding $4.8B in AUM

The transactions were completed before asset manager SEI Investments purchased a 57.5% stake in Stratos, which was valued at about $527 million, last July.

Citi Introduces Citi Sky A Meaningful Evolution In Wealth Management

For RIAs and wealth management firms, the launch represents a broader shift in how clients will increasingly expect to receive guidance, consume insights, and interact with their advisory teams.

Jelvix Earns Silver Stevie Award for Wealth Management Innovation

Jelvix wins the Silver Stevie® Award at the 2026 American Business Awards® for engineering an innovative wealth management platform with zero-tolerance data validation.

FIS and InvestCloud Partner to Deliver AI-Powered Wealth Management Tools to Financial Institutions

With this partnership, participating institutions can now offer a connected experience spanning mobile access, secure messaging, and account aggregation, all tied directly into the advisor's journey.

Ty J. Young Wealth Management Acquires McCarrell Insurance

The acquisition expands the resources and capabilities available to clients while continuing to uphold a strong commitment to award-winning service, personalized guidance, and long-term client care.

UBS lifts S&P 500 annual forecast on robust consumer spending, AI demand

It also introduced a June 2027 target of 8,200 for the index, while retaining its "attractive" view on U.S. equities, and raised its 2026 earnings-per-share estimate to $335 from $310.

Summit Global Investments Launches the Next Evolution of Family Office Advisory with Expanded Global Capabilities and Institutional Investment Depth

The platform delivers a highly integrated framework of institutional investment management, global advisory, private capital access, and long-term wealth stewardship.

LPL Financial Welcomes Cebert Wealth Advisors

The firm works primarily with retirees, pre-retirees and multigenerational families seeking guidance on managing, preserving and transferring wealth through retirement.

UBS Advisor Michael R. Doren Named to Forbes Best-in-State Wealth Advisors List

With more than 35 years of experience, he focuses on helping clients simplify their financial lives through disciplined, personalized advice.

Partners Group Bets on Rivals and Retail in $450 Billion Growth Push

Swiss asset manager builds stakes in Brookfield, Blackstone, Ares while trimming KKR/TPG; targets $450B AUM by 2033 via new retail-focused fund structures.

Prairie Wealth merges with ex-RBC team to form $1.2bn RIA

Tim McEwen of the Tennessee-based McEwen Group has become the president of Prairie Wealth and is in line to succeed the RIA's current chief executive, Craig Hundt.

IG Wealth Management Annual Estate Planning Study: Canadians Value Estate Planning and Charitable Giving… But Actions Fall Short

An estate plan includes key components such as a will, named beneficiaries, personal life insurance, a healthcare directive and the designation of a power of attorney.

Osaic Strengthens Partnership with Envestnet to Unify the Wealth Management Experience for Advisors

Adoption of Envestnet's Adaptive WealthTech Helps Drive Advisor Scalability and Accelerated Growth Across the Osaic Wealth Management Platform

Baird Partners with Envestnet to Accelerate Next-Gen Wealth Experience, Unifying Investments, Planning & Insurance for Advisors and Clients

Baird is the First Broker-Dealer to Fully Standardize Annuity Workflows Firmwide Using the FIDx-Powered Envestnet Insurance Exchange

Ascentis Wealth Management Welcomes Ryan Uszenski

U.S. Virgin Islands-based advisor with national footprint joins Ascentis platform with more than 20 years of experience and approximately $160 million in client assets

Nour Private Wealth (NPW), an Independent Wealth Management Firm, Highlights Rise of Stewardship as UHNW Families Navigate Global Uncertainty

Nour Private Wealth (NPW), an independent wealth management firm, reports a notable shift in how ultra high net worth (UHNW) families are approaching wealth management in today's uncertain global environment.

Wealth and Asset Management