Managers of Wealth Americas

Barron's Ranks Mission Wealth on Top 100 RIA Firms List for 2025

Mission Wealth's fiduciary advisors are focused on helping clients navigate these shifts with confidence.

Royal Bank of Canada targets wealth-management firms for US banking expansion

The expansion strategy also includes a focus on Asia, where McKay is open to forming partnerships with other banks to facilitate support for RBC's clients engaged in global business activities.

Praxis Solutions Acquires WEALTHAWK, An Award-Winning Lead Generation Platform for Advisors

WEALTHAWK has already earned industry recognition

Steward Partners Named to AdvisorHub's Inaugural 'RIA Firms to Watch in 2026' List

AdvisorHub cites Steward Partners' innovative ownership structure and strong growth momentum as drivers shaping the future of RIAs

Raymond James snags 3 teams from Richardson Wealth with $1B in assets

The Winnipeg-based firms will integrate to create Raymond James’ first office in Manitoba

Rockefeller Asset Management Marks One-Year Anniversary of Opportunistic Municipal Bond ETF Launch with Strong Performance and Continued Growth

Rockefeller’s actively managed municipal ETFs seek to provide exposure across high-yield and high-grade segments on the municipal bond market in an effort to deliver risk-adjusted returns compared to its respective benchmarks.

Dollar Bank expands wealth management services in Ohio, US

The expansion is expected to enhance customer support in financial planning for retirement, education, and wealth management.

Report: 20% of Wealth, Asset Managers to Be Acquired by 2029

The latest deal analysis from OliverWyman and Morgan Stanley predicts 1,500 “significant” transactions in the next five years across wealth and asset management.

Family offices prefer to bet on AI boom with stocks versus startups and VC funds

Private investment firms of the ultra-wealthy have made splashy deals backing AI startups.

Raymond James Ltd. Expands into Manitoba with the Acquisition of Three Leading Winnipeg Teams bringing over $1B in client assets Français

Managing over $1B in client assets, Martin Wealth Management, Miles Wealth Management Group, and Ruban Stark Wealth Partners will anchor the opening of a new Raymond James office in Winnipeg.

JPMorgan Adds Millionaire Wealth Offering to Dozens of Branches

The bank has put J.P. Morgan Private Client bankers in 53 branches in affluent areas of New York, Connecticut, Florida and Texas.

Advyzon and Advyzon Investment Management (AIM) Win 2025 Wealth Management Industry Awards

Advyzon also named a finalist in six categories of the 2025 ThinkAdvisor Luminaries Awards

What is mental wellbeing fatigue and how can we address this in the workplace?

World Mental Health Day 2025 falls on 10 October and will focus on sharing experiences of mental health and providing the space for people to talk about it and raise awareness.

Deloitte Private’s latest report in its Family Office Insights Series - Global Edition explores the rapid expansion of family offices and offers a vision of the future landscape

As family offices continue rapid global expansion, Deloitte Private’s research reveals that these organizations expect increased wealth creation and enhanced influence in the investment community.

Bernstein Private Wealth Management Wins Best Broker-Dealer Ultrahigh-Net-Worth Service at the 2025 WealthManagement.com Industry Awards

Firm achieved "Wealthies" award for its approach to serving the complex needs of the world's wealthiest global families and family offices

Wealth and Asset Management