Managers of Wealth Americas

Sunflower Bank builds out insurance arm with HNW, business-owner focus

Bank, with a broad commercial and private wealth footprint, is muscling into advanced planning territory

Advyzon Investment Management Introduces First Manager-Traded Strategies with Schwab Asset Management

Partnership expands fixed income options for financial advisors with actively managed, institutional-quality bond strategies

Barclays and FactSet enter a multiyear strategic agreement

FactSet will provide Barclays with access to a comprehensive suite of its products, data, and enabling solutions alongside ways of working to ensure delivery of the best solutions for customers and clients. 

Banking behemoth JP Morgan Nutmegs rivals with purchase of WealthOS

JP Morgan Chase has swooped to buy pensions technology platform WealthOS for an undisclosed sum, according to an internal memo circulated by the American banking giant and seen by Sky News.

UBS Explores BTC Trading For Wealthy Clients As Wall Street Embraces Crypto

The Swiss bank, which managed $4.7 trillion in wealth assets as of September 30, is selecting partners for a cryptocurrency offering after months of discussions.

When the ultra rich hire family for their private investment firms, what to pay them can be tricky

The ultra wealthy are increasingly bringing their younger family members into their private investment firms.

Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in December

All amounts are expressed per share of common stock and are based on accounting principles generally accepted in the US, which may differ from federal income tax regulations.

PNC Wealth Management Simplifies Investing With New Online Brokerage Account Opening

New functionality streamlines the account-opening process and paves the way for self-directed investing

Empowered Advisors: Mesirow Wealth Management Champions the Next Wave of Advisor Independence and Practice Growth

We are deeply committed to meeting clients' evolving needs and in attracting driven, client-focused advisors who share our vision for growth

Broadridge Recognized as One of FORTUNE Magazine’s 2026 ‘World’s Most Admired Companies’

These honors reflect Broadridge’s continued investment in next-generation capabilities that help clients drive efficiency, resilience, and growth.

Wealthspire Launches Season Four of Great Aspirations Podcast, Showcasing Stories of Philanthropy and Purpose

Season four features athletes, philanthropists, and community leaders whose stories highlight how generosity creates lasting impact

Merit Financial Advisors Acquires SSC Wealth LLC, Forms Strategic Partnership with Leading CPA Firm, SSC CPAs + Advisors

Clients benefit from direct collaboration between their financial advisor and CPA, reducing friction, improving coordination, and creating a more holistic planning experience.

Wells Fargo to Move Wealth Headquarters to West Palm Beach

South Florida has drawn a multitude of billionaires and corporations in recent years, buoyed by tax advantages and a booming finance and tech scene.

REITs may be worth another look in 2026, advisors say

Real estate investment trusts underperformed the overall market last year, but wealth managers say they may be worth another look in the coming months.

Sage Advisors Joins Apollon Wealth Management’s Growing National Organization

This addition expands Apollon’s presence in the Midwest and reflects the firm’s continued commitment to partnering with relationship-driven advisory practices.

Asset and wealth managers face a profitability paradox

The industry keeps growing—and in both assets and revenue—but profit margins are shrinking. Here’s how firms can adapt.

Goldman Sachs Reports 2025 Full Year and Fourth Quarter Earnings Results

Net revenues were $13.45 billion and net earnings were $4.62 billion for the fourth quarter of 2025.

Raymond James to acquire Clark Capital Management

Clark Capital offers a range of investment solutions including multi-asset-class portfolios, proprietary model portfolios, and mutual funds.

Swiss bank UBS closer to getting national bank charter for US franchise

UBS applied for a full banking licence in the United States in October in a bid to grow its wealth management business in the U.S., even as regulators in Switzerland have sought to limit its reach abroad.

Morgan Stanley Boasts Big Wealth Revenue Boosts, Mirroring Other Wirehouses

Morgan Stanley’s wealth division beat expectations and boasted both a quarterly and yearly double-digit net revenue boost.

Wealth and Asset Management