Managers of Wealth Americas

Nomura eyes US asset management deals after Macquarie deal

That Macquarie transaction was Nomura's biggest since it took over parts of Lehman Brothers following the 2008 collapse.

Mega-IPOs are coming soon and advisors are preparing clients for their arrival

With all these massive offerings ready to hit the market in the coming months, there is increasing discussion in wealth management offices nationwide

LPL Financial Scores $1B FA Team from Ameriprise Financial

The Villages is a community filled with people who have worked hard, built meaningful careers and are now focused on enjoying retirement while protecting what they’ve built,” said Cebert.

Carson Group Welcomes Tungsten Wealth Management to Independent Advisor Channel

By aligning with Carson, the Tungsten Wealth team has access to resources, technology and strategic support, allowing them to focus on what they do best: serving clients and building lasting relationships.

Focus Announces Acquisition of EverNest Financial Advisors

This transaction unites two firms with complementary service models, grounded in a planning first, team-based approach to fiduciary advice and investment management.

Lisa Petrie Ranked #8 on 2026 Forbes Best-In-State Wealth Advisors List

With more than 30 years of experience guiding wealthy families, Lisa Petrie has established a strong reputation for delivering thoughtful, long-term wealth strategies.

Why British wealth management is taking on an American accent

With a fresh wave of acquisitions by US wealth managers and private equity-backed groups, UK firms are moving into a new phase of transatlantic consolidation – and ownership change

Broadridge Expands NYFIX Platform with Overnight U.S. Equity Trading Access Through CAPIS and Blue Ocean

New integration gives broker-dealers and institutional investors access to overnight liquidity across 4,000+ U.S. equities

Broadridge and Kyndryl Extend Agreement to Bring Leading Edge Resiliency and Enhanced AI Capabilities to Broadridge Infrastructure

Agentic AI and quantum-ready mainframe capabilities advance data center modernization

Brookfield Corporation and Brookfield Wealth Solutions Receive Board Approval for Corporate Simplification

The Transaction will be implemented pursuant to a court-approved plan of arrangement and related steps requiring approval of shareholders of each of BN and BWS and is expected to be completed on a tax deferred basis for U.S. and Canadian shareholders.

Where the Next Wave of Wealth Is Coming From

This is the second chapter of a four-part annual report on the global wealth industry and the trends shaping its future.

Summer reading spectacular! Wealth managers weigh in with their top business titles

Looking for a good business book for your trip to the beach, lake or pool? InvestmentNews asked some advisors for their recommendations

Scotiabank and BMO post sharp profit jumps as wealth units drive fee revenue growth

Canada’s big six banks begin earnings season with two beating year-ago earnings by wide margins, with wealth management emerging as a common thread

Why JPMorgan is looking for wealth managers with emotional intelligence

The Wall Street giant’s international private bank head Adam Tejpaul says there are ‘more than enough’ people with quantitative skills — it is getting to know clients that matters going forward

Stratos Wealth Holdings Acquires 11 Partner Firms, Adding $4.8B in AUM

The transactions were completed before asset manager SEI Investments purchased a 57.5% stake in Stratos, which was valued at about $527 million, last July.

Citi Introduces Citi Sky A Meaningful Evolution In Wealth Management

For RIAs and wealth management firms, the launch represents a broader shift in how clients will increasingly expect to receive guidance, consume insights, and interact with their advisory teams.

Jelvix Earns Silver Stevie Award for Wealth Management Innovation

Jelvix wins the Silver Stevie® Award at the 2026 American Business Awards® for engineering an innovative wealth management platform with zero-tolerance data validation.

FIS and InvestCloud Partner to Deliver AI-Powered Wealth Management Tools to Financial Institutions

With this partnership, participating institutions can now offer a connected experience spanning mobile access, secure messaging, and account aggregation, all tied directly into the advisor's journey.

Ty J. Young Wealth Management Acquires McCarrell Insurance

The acquisition expands the resources and capabilities available to clients while continuing to uphold a strong commitment to award-winning service, personalized guidance, and long-term client care.

UBS lifts S&P 500 annual forecast on robust consumer spending, AI demand

It also introduced a June 2027 target of 8,200 for the index, while retaining its "attractive" view on U.S. equities, and raised its 2026 earnings-per-share estimate to $335 from $310.

Wealth and Asset Management