Managers of Wealth Americas

Summit Wealth Group Announces Merger with Premier Private Wealth

Merger will Launch Summit Family Office Services to Meet Increased Demand from Ultra-High-Net-Worth Families

Brookfield Asset Management Announces Record 2025 Results and 15% Dividend Increase

Fundraised a Record $35 Billion in the Fourth Quarter; $112 Billion for 2025

Canaccord Genuity wins seven investment trust broking clients after hiring Stifel team

Two traders are thought to have made the move from Stifel following cuts by the US investment banking and wealth management group in its UK capital markets business last year.

How RBC Wealth Management uses AI in their talent pipelines

AI could replace many of the tasks performed in entry-level work, but RBC WM’s Head of Training and Development sees opportunity

Family offices place big bets on AI, alternatives and governance, JPMorgan reveals

Major 2026 global survey shows wealthy families navigating inflation risks, talent costs and portfolio gaps.

J.P. Morgan Private Bank Releases 2026 Global Family Office Report

Global Study Reveals How Family Offices Are Bridging Ambition and Execution

$3B Summit Wealth Adds Commonwealth Advisor to Lead New Family Office

Summit Wealth Group has added a Commonwealth advisor who brings family-office expertise and $470 million in assets under management.

Annual IG Wealth Management Retirement Study: Decline in Guaranteed Employer Pensions Leaving Many Canadians Underprepared for Retirement

Just 11 per cent of non-retired Canadians know how much annual income they will need in retirement, while half (49 per cent) say they simply do not know at all.

Ritholtz Wealth Management Executes Employee-led Succession Plan to Create Industry’s Most Visible, Dominant “Forever Firm”

Industry and media titan Barry Ritholtz expands equity ownership to more firm employe

Group joins the firm’s employee channel, citing culture, leadership access and long-term fit.

The advisors serve a broad mix of clients, including families, retirees, business owners and family offices, and are known for their collaborative approach to long-term wealth planning.

Raymond James recruits $1B veterans from Merrill

Group joins the firm’s employee channel, citing culture, leadership access and long-term fit.

Morgan Stanley Wealth Management Pulse Survey Reveals Continued Bullishness Amid Market Volatility

Investors press pause on portfolio moves

Nominations Open for 2026 Wealth Management Industry Awards

Expanded categories spotlight innovation across partnerships, advisor intelligence, RIA leadership, recruiting, and modern storytelling

BlackRock and Partners Group Launch First-of-Its-Kind Private Markets SMA for Wealth Platforms

BlackRock and Partners Group previously announced a strategic partnership to transform retail wealth access to private markets through the introduction of a SMA portfolio solution.

Cetera Deepens RIA Platform with Acquisition of Plains Wealth Management

Acquisition brings approximately $400 million as independent practice specializing in wealth management and tax planning rejoins Cetera community after prior affiliation with Avantax

US wealth management in 2035: A transformative decade begins

For the US wealth management industry, these forces have already reshaped client expectations, investment flows, and business models.

Four UBS Financial Advisor Teams in the Southeast Region Ranked #1 by Forbes/SHOOK Research

The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.

Apollo Provides €900 Million Refinancing for Pan-European Logistics and Industrial Portfolio Owned by Cerberus and Arrow Capital Partners

Bespoke, senior secured solution to refinance institutional-quality portfolio and consolidate lender base

SEI Reports Fourth-Quarter 2025 Financial Results

Relative to the fourth quarter 2024, EPS increased by 16%, and revenue and operating income grew by 9% and 11%, respectively, with operating margin increasing to 27%.

NewEdge Advisors Snags Two Firms Managing $1.9B in Combined Assets

NewEdge Advisors starts 2026 with recruiting wins from Ameriprise and Raymond James, both based out of Tennessee.

Wealth and Asset Management