Managers of Wealth Americas

Wealth Enhancement Announces Acquisition of WealthShield Partners and Madison Oaks Wealth Partners with Over $993 Million in Client Assets

This partnership brings the firm’s total client assets to more than $158.2 billion.

Churchill Asset Management and Seviora Close Approximately $400 Million Collateralized Fund Obligation Combining U.S. and Asian Private Capital Strategies

Providing institutional investors with diversified access to private capital opportunities across geographies and strategies

Wealth manager to open Cincinnati west side flagship office

Kersting, founding partner of the firm, said the group wanted to take advantage of the revitalization of Cleves.

Forbes Ranks Pence Wealth Management’s Laila Pence No. 1 Among Southern California Women Advisors

The firm specializes in serving high-net-worth individuals and families through integrated wealth planning and investment management strategies.

First Financial Bankshares Renames Wealth Company to First Financial Wealth Management

The name change takes effect immediately and will be reflected across all communications, locations, and materials over the coming months.

With more people and larger fortunes, the UHNW wealth transfer takes on new complexity

Four in 10 UHNW clients are over 70, with female wealth control set to nearly double, setting up opportunities for advisors.

Mercer Claims Ex-Employee Took Client Info To New Role

The RIA alleged that the former advisor emailed confidential client lists to a personal account before joining a competitor, resulting in $23 million in lost assets.

Ameriprise Financial explores strategic paths as wealth management competition intensifies

Ameriprise Financial stock reflects a growing strategic emphasis on advice-driven wealth management while competition from large US banks and independent platforms keeps the pressure on margins and growth assumptions.

Activest Wealth Management Launches Family Office Governance Program for Multigenerational Families

Firm collaborates with family enterprise scholar and advisor Dennis T. Jaffe, Ph.D., to bring a structured governance framework to ultra-high-net-worth families.

Aris Investing Named as a Finalist in the 2026 Wealth Management Industry Awards for Direct Indexing

The finalist recognition reflects Aris Investing's continued focus on helping financial advisors deliver more personalized investment experiences while addressing the growing complexity of portfolio management.

Credent Wealth Management Named InvestmentNews Employer of Choice Award Winner, Recognized Across Leading Industry Awards

The firm also earned recognition across several other industry awards programs in 2026.

Wealth is going ‘woke,’ says UBS: Rich people are now ‘younger, more female—and more openly queer,’ thanks to the Great Wealth Transfer

As these individuals begin passing on their fortunes, sums will go immediately to their Gen X, millennial, and Gen Z successors, and some cash will go to spouses.

Edward Jones "Generations Hub" for high networth clients is open

Edward Jones opened its fourth hub with tailored teams for wealthy clients, this time in Dallas.

Wealth and Asset Management

Wealth Enhancement Announces Acquisition of WealthShield Partners and Madison Oaks Wealth Partners with Over $993 Million in Client Assets

Churchill Asset Management and Seviora Close Approximately $400 Million Collateralized Fund Obligation Combining U.S. and Asian Private Capital Strategies

Wealth manager to open Cincinnati west side flagship office

Forbes Ranks Pence Wealth Management’s Laila Pence No. 1 Among Southern California Women Advisors

First Financial Bankshares Renames Wealth Company to First Financial Wealth Management

With more people and larger fortunes, the UHNW wealth transfer takes on new complexity

Mercer Claims Ex-Employee Took Client Info To New Role

Ameriprise Financial explores strategic paths as wealth management competition intensifies

Activest Wealth Management Launches Family Office Governance Program for Multigenerational Families

Aris Investing Named as a Finalist in the 2026 Wealth Management Industry Awards for Direct Indexing

Credent Wealth Management Named InvestmentNews Employer of Choice Award Winner, Recognized Across Leading Industry Awards

Successful first closing for Van Lanschot Kempen’s North America-focused private equity fund

Goldman’s RIA Custody Making Gains on Name Recognition, UHNW Focus

Wealthfront reports platform assets reach $99.1 billion in June

SDR Ventures Advises Elk River Wealth Management on Partnership with AlphaCore Wealth Advisory

Aspen Standard Wealth Welcomes CWS Financial Advisors to Its Growing RIA Platform

Hightower Signature Wealth Continues Expansion with Addition of $5B+ from Three Advisory Practices

Morgan Stanley Stock And 2 Wealth Managers Tied To Private Asset Growth

Wealth is going ‘woke,’ says UBS: Rich people are now ‘younger, more female—and more openly queer,’ thanks to the Great Wealth Transfer

Edward Jones "Generations Hub" for high networth clients is open