Managers of Wealth Americas

Apella acquires PBMares Wealth Management

PBMares Wealth Management is an independent registered investment advisory firm, with a focus on “personalised” financial advice.

Goldman Sachs launches Ayco referrals program with Mercer, Wealth Enhancement on board

Citywire reported last year that Goldman Sachs was considering developing a new program which would refer clients from Ayco out to independent RIAs.

Hightower Expands Signature Wealth Brand with the Addition of Five Advisory Practices, Enhancing the Client Experience Nationwide

With this expansion, the HTSW brand now operates across 19 locations nationwide, with more than 100 advisors, offering clients a unified, elevated wealth management experience.

Wealthspire’s Ground Control Business Management Acquires Ceres Financial Management, LLC

Addition strengthens Ground Control’s presence in Los Angeles and expands its capabilities for HNW clients including entertainers and entrepreneurs

Bernicke Wealth Management Opens New Office in De Pere, Wisconsin

This expansion marks the firm’s fourth location and reflects continued growth driven by increasing demand for comprehensive wealth management services.

High-Net-Worth Risk Appetite Drops as Some Regions Show Stabilization

Seventy-seven percent of respondents to HUB’s private client outlook survey said that they’ve struggled to secure adequate property insurance for their homes.

Wealth Tax Showdown in California: Why Billionaires May Flee and What It Means for State Revenues

At the center of the controversy is a proposed ballot initiative that would impose a one-time wealth tax on California’s estimated 200 billionaires.

Crypto is rewriting the rules of wealth — and Canada’s financial system is on the clock

These “crypto banks” offer borderless access to tokenized assets, real-time settlement, and programmable finance.

Wealth Enhancement expands with addition of Ascent Private Wealth

Ascent manages over $240m in client assets and has a team of two advisers and one support staff.

8 of the best U.S. states for building wealth

No U.S. state guarantees riches. Some simply make the math work better for Americans looking to build wealth

Harris Evans Launches Coin and Seed Wealth Management, Partnering with Thoroughbred Financial and Osaic

The firm is founded on a client‑first philosophy, offering personalized guidance through a flexible, advisor‑led model that prioritizes clarity, confidence, and direction.

Season's Greetings from Managers of Wealth

Happy New Year to all

Will the US dollar dip further as America's rate advantage fades?

They justified the move by citing a modest recovery in Japan’s economy, a tight labor market, and high levels of corporate profits despite the impact of tariffs.

Wealth Enhancement to Acquire Dent Wealth Advisors, an Independent RIA with Over $340 Million in Client Assets

This partnership marks Wealth Enhancement's first location in Louisiana and will bring the firm's total client assets to more than $132.5 billion.

CBA to repay $68m in fees to low-income customers

CBA elected to make the repayments after the Australian Securities and Investments Commission issued a critical report in July about the impact of bank fees on customers receiving Australian government concession payments.

Private markets, global opportunity, and the future of private wealth

EQT partner, private wealth leader on the reality of today’s private markets

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.

Wealth and Asset Management