Managers of Wealth Americas

Nominations Open For 2025 Wealth Management Industry Awards

New submission categories celebrate innovation in AI, data management, estate planning, and more

New name, new era for Grayhawk Wealth as firms rebrands to Sagard Wealth

Our clients will continue to receive the same high level of personalized service

Raymond James quarterly profit soars on capital market, wealth management strength

Bankers now expect global deal volumes to surpass $4 trillion this year, the highest in four years.

Blackstone Turns to Canada’s Wealthy to Broaden BXPE’s Reach

Firm has raised $8.5 billion for PE fund targeting individuals

Pitcairn Announces First Acquisition in 102-Year History

The storied family office has also launched a new RIA, to which it will transition the vast majority of its $9 billion in assets this year.

Wealth Partners Capital Group and HGGC Establish Strategic Partnership with The Wealth Alliance

Investment will position New York-based RIA with capital and expertise to expand presence

Warren Buffett changes course with new plans for his estate

That’s a cardinal rule of estate planning at any wealth level.

Corient Acquires $10B Multi-Family Office in New York

In joining Corient, the Geller MFO team and its clients will gain access to new technologies and operational infrastructure.

Mission Wealth acquires Houston advisory firm Logic Capital

Logic Capital Management manages over $400m in assets, providing tailored financial planning and investment management.

LPL Financial Welcomes Bruen Wealth Management

The Bruens reported serving approximately $1.3 billion in advisory, brokerage and retirement plan assets* and join LPL from UBS.

Brown Advisory Colleagues Making a Difference in Austin

Each year we recognize colleagues who are leaders in our client-first and team-centric approach through our annual promotions of partners and principals.

Individual category win – Miami Family Wealth Report Awards 2025

Citco’s Ernesto Mairhofer triumphs in the Miami Family Wealth Report Awards incorporating Latin America and the Caribbean 2025.

Putting cash to work should remain a strategic priority for investors

Government and investment grade bonds, diversified fixed income exposure, and equity income strategies can all play a role in sustaining portfolio income.

$1.3B Father-Son UBS Team Jumps to LPL

New Jersey-based advisors William Bruen, Jr. and his son Andrew Bruen lead the firm founded by William’s grandfather, James Bruen, in 1922.

UBS Advisor Team The Stephens Group Named to Forbes Best-In-State Wealth Management Teams List

The third annual Forbes-SHOOK Best-In-State Wealth Management Teams list ranks more than 5,300 teams with cumulative assets of $7 trillion.

Skylight Wealth Management Named One of the Best Wealth Management Teams in the State

The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams.

OneDigital invests in Canadian wealth manager PWL Capital

PWL will adopt the OneDigital brand while remaining an independent subsidiary under the new partnership.

Report says wealth management M&A peaked in 2024

Deals involving RIAs with $100 million or more in AUM were the most on record, Berkshire Global Advisors says

Franklin Templeton pivots to wealth

But his prominent corner of the industry has changed dramatically since then, particularly the wealth management sector, which became his primary focus during 2024.

Bogart Wealth Closes on Minority Investment from Constellation Wealth Capital While Remaining Independent

Minority investment in Bogart Wealth will be used to further fund client services, technology and recruitment initiatives

Wealth and Asset Management