Managers of Wealth Americas

The Oasis Group Releases AI Readiness Index™, First Maturity Benchmark for Wealth Management Industry

Exclusive tool for fiduciary wealth management firms measures both governance control and technology sophistication across 70 diagnostic questions

Mercer Advisors Launches National Women & Wealth Practice

Executive Managing Partner Laura Combs to lead firm’s efforts to deepen its industry-leading commitment to championing Economic Freedom™ and fiduciary excellence for women

Emigrant Bancorp Acquires Fortis Management Group and Launches Emigrant Family Office

Fortis will serve as the cornerstone of a new, dedicated Emigrant business unit delivering specialized non-investment family office services to ultra-high-net-worth families and RIAs

Raymond James Sees Cross-Selling Ban as a Plus in Attracting Advisors

Raymond James Private Client Group President Tash Elwyn echoed CEO Paul Shoukry’s aversion to cross-selling, saying recruits to the firm feel clients are left out in such product pushes.

How Black entrepreneurship is reshaping wealth advice

Bernstein Private Wealth Management's James Thompson says first-generation wealth creators are pushing advisors to move beyond investment performances.

Wealth management brand value surges 45% as banking brands reach $1.8 trillion globally

But which Canadian banking brand leads in the new rankings?

Wealth Enhancement Lands RIA Breakaway Team Managing $1.2B

Wealth Enhancement announced the addition of a six-advisor team that broke away from their Overland Park, Kan.-based RIA.

Fidelity® Expands Alternative Investment Resources for Wealth Management Firms With New Model Portfolios and Education Program

The new turnkey model suites follow the June 2025 launch of Fidelity’s custom model portfolios with alternatives.

Aspen Standard Wealth adds $1bn in assets with BlueSky purchase

BlueSky, established in 1999, specialises in investment management and financial planning.

Hightower Adds First External Acquisition to Hightower Signature Wealth with $5B Journey Strategic Wealth

Journey Strategic Wealth includes a team of 24 professionals, including 16 advisors, serving nearly 1,000 clients.

Northern Trust Asset Management Enters Digital Assets Market with Launch of Tokenized Money Market Share Class

Tokenized share class underscores commitment to enhancing client outcomes through emerging technologies

Changing the Game

The Business of Sports

Private Banks Pivot To Serve The ‘Everyday Millionaire’

The data couldn’t be clearer; the fastest-expanding pool of new clients for wealth management is in the $1 million to $5 million band.

Management Consulting Firm Alvarez & Marsal Launches RIA

The new wealth management firm has assembled a team of 20 professionals from Citi, Greenway Wealth Management, Interactive Brokers and Fidelity, among others.

Fidelity® Expands Alternative Investment Resources for Wealth Management Firms With New Model Portfolios and Education Program

New turnkey model portfolios offer exposure to private markets, available to eligible RIAs and broker-dealers through Envestnet

Wealth and Asset Management

The Oasis Group Releases AI Readiness Index™, First Maturity Benchmark for Wealth Management Industry

Mercer Advisors Launches National Women & Wealth Practice

Emigrant Bancorp Acquires Fortis Management Group and Launches Emigrant Family Office

Raymond James Sees Cross-Selling Ban as a Plus in Attracting Advisors

How Black entrepreneurship is reshaping wealth advice

Wealth management brand value surges 45% as banking brands reach $1.8 trillion globally

Wealth Enhancement Lands RIA Breakaway Team Managing $1.2B

Fidelity® Expands Alternative Investment Resources for Wealth Management Firms With New Model Portfolios and Education Program

Aspen Standard Wealth adds $1bn in assets with BlueSky purchase

Hightower Adds First External Acquisition to Hightower Signature Wealth with $5B Journey Strategic Wealth

Northern Trust Asset Management Enters Digital Assets Market with Launch of Tokenized Money Market Share Class

Changing the Game

Private Banks Pivot To Serve The ‘Everyday Millionaire’

Management Consulting Firm Alvarez & Marsal Launches RIA

Fidelity® Expands Alternative Investment Resources for Wealth Management Firms With New Model Portfolios and Education Program

Van Lanschot Kempen launches second private equity fund focused on North America

Wealth firms double down on AI as Sowell and Guardian forge new tech alliances

Cayman Islands private wealth solutions for Latin American high-net-worth families

Wealthspire Launches an Enhanced Family Office for Complex, Multi-Generational Families

Unregulated Private Family Trust Companies Aren’t Just For the Ultra-Wealthy