Managers of Wealth Americas

Strategies investors can implement to boost the resilience of portfolios

Substituting a portion of direct equity exposure with capital preservation strategies can help investors capture most of any potential gains while limiting potential losses.

Citizens charts private bank expansion

The regional bank intends to add at least five private wealth teams this year, as it seeks to differentiate with integrated service for high-net-worth clients, the bank’s president said.

Lisa M. Rossi, CFP® named to Forbes 2026 Best-In-State Top Women Wealth Advisors list

The Forbes Best-In-State Top Women Wealth Advisors ranking identifies and honors leading female financial advisors across the United States.

Nour Private Wealth Expands Its Multi-Family Office Expertise Amid Growing UHNW Demand

The firm has enhanced its capabilities across governance advisory, private market access, consolidated reporting, and coordinated planning to support increasingly complex family structures and global asset allocations.

Norwich Wealth Management | &Partners joined us today with a prehire AUM of $590M

They are supported by Dominic Shea, MBA, Senior Financial Consultant, Sonja Boehner, Practice Director of Operations, and Hunter Dodge, Senior Client Associate.

Easterly Asset Management to buy Olstein fund business

The deal outlines plan for Olstein’s mutual funds to be integrated into the Easterly fund structure.

Next generation of women enters wealth management, but revenue roles still dominated by men

Data shows younger women joining the industry while advisory power gaps remain wide.

Snowden Lane Partners Adds MSCI Wealth as Integration Partner to Elevate Portfolio Management and Advisor Workflow Capabilities

MSCI Wealth Manager was designed to support advisors’ efforts to provide tailored financial advice to their clients

Leading asset managers to join new Corastone platform as investors alongside Apollo, Franklin Templeton and KKR

This growing institutional participation builds on Corastone’s recent platform launch and comes as demand for private markets investments expands across investor types.

Wealth management pivot after a decade of family-raising was a smart move for UBS advisor

Melissa Dincher tells InvestmentNews why career-changer advisors have an advantage in the industry and the misconceptions she had before switching careers from law.

Broadridge’s Distributed Ledger Repo Platform Achieves 457% Year Over Year Growth in February

February 2026 ADV of $362 billion, highlighting sustained institutional scale following breakout year

UBS Private Wealth Team With $1.7 Billion Jumps to Wells FiNet in Minnesota

The group includes advisors Derek J. Cherne, Dean Breitbach, Keith Burke, Daniel Miller, Clayton Knutsen, Andrew Knutson and his brother Peter Knutson along with five support staff.

Praxis Solutions Launches WealthHawk to Help Advisors Drive Organic Growth

Each signal is paired with context surrounding the life event and enriched through multiple data sources, giving advisors the insight, they need to engage personally rather than prospect blindly.

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.

Wealth and Asset Management