Managers of Wealth Americas

IG Wealth Management Advisor Perception Industry Study: Canadian Advisors Seeking More Access to Tech, But Firms Falling Short

Each installment of the series explores key trends shaping the advisor–dealer relationship, revealing opportunities for firms to modernize their support models and better align with advisor priorities and evolving client needs.

Constellation Wealth Capital Stakes in $5.5B Atlanta RIA BIP Wealth

The capital from Constellation’s minority investment will help boost BIP’s inorganic growth in the Southeast and beyond.

Wealth client flows present private market redemption risks

A decision by a US private credit manager to limit investor redemptions last week is a cautionary tale of the differences when private markets providers target wealth clients.

Cross-Border Wealth Management and Tax Planning for US and UK Expats in Poland

Discover the hidden tax, pension, and investment risks for US and UK expats, and learn how to navigate them effectively.

Eton Solutions Goes Direct to (High-Net-Worth) Consumer With Expanded Business Model

As Individual Wealth Increases, So Does Demand for Family Office-Like Operations. Eton Solutions Brings Technology Used by The World’s Wealthiest Families Directly to a Growing Millionaire Class.

KeyBank expands family office banking team

This is a differentiated service for a differentiated client segment."

Resilience defines success in wealth management

Years of crisis and disruption show that flexibility, trust and operational strength matter as much as performance, but many wealth managers have yet to adapt to this formula

Bank of America Launches Art Consulting Service

New Offering Helps Bank of America Private Bank and Merrill Clients Build Art Legacies

Ultra-rich families spend more on their private investment firms as their fortunes rise

Family offices with at least $1 billion in assets reported spending $6.6 million in annual operating costs on average, up from $6.1 million in 2024.

Reader callout: Do you use AI for retirement planning?

Could it ever replace human advice?

Wealthspire’s Ground Control Business Management Acquires Wiles + Taylor

Partnership broadens Ground Control’s music business management platform nationwide, strengthens touring and royalty services, and marks its first out-of-state U.S. acquisition

TD Wealth Launches Unified Discretionary Management Platform for High-Net-Worth Clients

The new TD Wealth offering brings together the Bank's two discretionary management businesses to create a modern, scalable platform built for long-term client and business growth.

Morgan Stanley Wealth Management Reduces Fees on Private Shares Marketplace EquityZen, Broadening Private Markets Access

Buy and Sell Side Fees Reduced to 2.5% for Investors and Shareholders

Goldman's Wealth Management Business Emerges as Durable Growth Engine

Lending to wealthy individuals and entrepreneurs has been a key growth driver for the bank.

Merit Financial Advisors Partners with GlennCo, LLC, Adding a Seventh Office in Pennsylvania

This marks Merit's fifty-fifth acquisition, following the recent acquisition of TL Financial Group

Leading Financial Communications and Marketing Firm Vocatus is Named a Finalist in the Thirteenth Family Wealth Report Awards 2026 in Best Marketing or PR Campaign Category

Beyond its own recognition, Vocatus’ clients are finalists in 15 categories at the prestigious Family Wealth Report Awards this year.

Wealth and Asset Management