Managers of Wealth Americas

Q&A with Adam Malamed, CEO of Sanctuary Wealth

For the largest firms in the IBD space, the point of building enormous scale is to drive efficiencies that will translate to the bottom line, inevitably resulting in less flexible and accessible service for advisors.

Modern Wealth Enters California with $1 Billion in New Acquisitions

Both Wade Financial and Planned Asset Management will now be part of Modern Wealth’s comprehensive suite of offerings

Kansas-based Wealth Management Firm NoxNumis Chooses Osaic

$450 million NoxNumis selects Osaic to leverage robust investment platform and gain expanded access to inorganic growth opportunities

Lazard Asset Management Launches Its First Three Active ETFs in the U.S.

This launch represents a significant step forward in making Lazard’s sophisticated investment solutions accessible to more investors

LPL Adds $16B From First Horizon Bank’s Wealth Division

First Horizon Advisors, which has about 110 financial advisors across $16 billion of client assets, will transition to LPL’s Institution Services platform in the second half of this year.

Barclays Top 100 WM tells clients to be patient after tariff shock

Senior investment adviser Tommy Doan explains how the team are mitigating market volatility in the wake of US trade tariffs.

Aspen Standard Wealth Acquires $2.9 Billion AUM New England Private Wealth Advisors

Aspen creates permanent RIA partnerships by investing in long-term growth and ensuring lasting stability and support.

Old National Renames Wealth Advisory Division

Old National Investments becomes Old National Wealth Advisors

Modern Wealth Acquires California-Based RIAs with $1B in Assets

The RIA integrator, founded by United Capital advisors about two years ago, has booked its 14th and 15th deals since launch.

FNZ raises US$500 million in new capital from existing shareholders to support long-term sustainable growth

The new capital will provide financial strength to support FNZ’s long-term business plan and enduring success with customers.

The Impact of HNWI from Latin America on the Real Estate Market in Florida

Florida has long been a favored destination for Latin American HNWIs

Cerity Partners Welcomes Cook Wealth

The addition of Cook Wealth introduces Cerity Partners to the North Carolina market and enhances the firm's ability to serve clients through personalized wealth and tax planning services in Raleigh.

Wealth managers eye bargains as Trump tariffs hit markets

With equities falling around the world, investors are looking carefully at their options to top up positions.

Cary Street Partners buys wealth manager Keene & Dorchak

This expansion strengthens CSP’s foothold in Texas, complementing its existing offices in San Antonio and Austin.

Cary Street Partners buys wealth manager Keene & Dorchak

The expansion enhances CSP’s foothold across Texas, adding to its San Antonio and Austin offices.

Coastline Wealth Management Honored with the Business of the Year Award by Kestra Financial

Another factor that assisted in this positive growth included the partial acquisition of Myles Wealth Management and Stensland Financial Group.

Mesirow Ranked Among Top Wealth Management Firms

The firm has more than $12.4 billion in assets under management

EP Wealth Expands Northern California Reach with Peninsula Wealth Acquisition

This strategic acquisition strengthens EP Wealth’s presence in Northern California

Northern Trust Expands Global Family Office Services

Family Office Solutions draws on decades of successfully serving ultra-high-net-worth clients and family offices

Stone Ridge mutual ILS fund assets stable at $5.1bn, but cat bond investments grow

Now, one quarter on at January 31st 2025, total for cat bond and ILS assets recorded in the funds has reached just over $5.2 billion.

Wealth and Asset Management