Managers of Wealth Americas

Family offices bet big on AI – but fail to adopt the technology in-house

Over half of family offices have built portfolio exposure to generative AI technologies, a Citi Private Bank survey reveals

Kingswood U.S. Welcomes $1 Billion Advisory Firm Eudaimonia and its 17 Advisors to its Network

The Nashville-Based Firm Enhances the Growing Kingswood U.S. Fee-Only Business and Asset Management Services for Affiliated Advisors

Wealthy Families Increasingly Question Where in the World to Keep Their Assets

Ultra-rich families have often run their wealth from a single-family office located where their business exists, or their money was made, and where most members of their family live.

Envestnet Wins Five 2024 'Wealthies' Awards, Including Advisor Choice Award & Best Unified (All-in-One) System

Now in its 10th year, the WealthManagement.com Industry Awards aims to honor outstanding achievements by companies, organizations and individuals that support financial advisor success.

Stifel Mulls Buying B. Riley’s Wealth Unit for $100 Million–Report

The purchase could add around 400 independent and employee brokers to Stifel’s roughly 2,400 and would fit with Stifel CEO Ron Kruszewski’s pattern of opportunistic acquisitions.

BlackRock teams up with Partners Group

The solution is said to collate private equity, private credit, and real assets into a single portfolio, which will be managed by both companies

Wealth Managers turn to technology to address challenges

The study found around three out of four (74%) questioned said they expect to increase investment in technology to help address regulatory demands with 35% expecting a dramatic increase over the next three years.

Itaú Private Partners with Addepar to Deliver a Comprehensive Global Investment Solution

Exclusive collaboration enhances wealth management services with cutting-edge data aggregation and performance reporting tools

Family office investment in real estate poised to increase

But it’s not all about megafunds—middle market funds will also soon be taking advantage of opportunities in this recovery.

Crusonia Wealth Advisors Launches with Support from Michaud Capital Management LLC

Innovative wealth management firm empowers advisors with ownership mentality and client-centric approach.

LPL welcomes $655M wealth team in Ohio

The brokerage giant is enlarging its network of affiliations yet again with the veteran-led practice coming in from Osaic.

Savant Wealth Management Ranks 17th on Barron’s 2024 Top 100 RIA Firms

In creating its Top 100 RIA Firms list, Barron’s says its goal is to shine a spotlight on the nation’s best financial advisors

Williams Jones Wealth Management Named to Barron’s 2024 Top 100 RIA Firms List

Williams Jones offers a wide range of services, including investment management, financial planning, retirement planning, estate planning, and philanthropic guidance.

Northern Trust boss: we’re only human after all

One of the key lessons of economic history is that technology alone cannot determine investment performance

Knights of Columbus Asset Advisors Selects SEI for Custody and Technology

Stability, Flexibility, and Dedicated Service Deepen Strategic Partnership

Global family offices open more physical offices in different jurisdictions

But 57% said more offices were needed as investment portfolios have diversified or become more sophisticated and 41% have done so in response to risk posed by geopolitical issues.

Over 25% of HNW Baby Boomers lack savings for later-life care costs

More than a quarter of wealthy Baby Boomers have not set up money for their future medical expenses.

EP Wealth Advisors Continues National Expansion With Acquisition of Atlanta-Based CornerCap Investment Counsel

Partnership is EP’s largest in the Southeast – adds talent and tools to enhance current offerings

AllianceBernstein and Bernstein Private Wealth Management Unveil New Office in New York City

New location in Hudson Yards deepens firm’s presence in New York City and reaffirms commitment to tech advancements to enhance client and employee experience

BNY to launch Alts Bridge wealth platform for private markets

Alts Bridge creates a powerful solution for investors, advisors, and the home office.

Wealth and Asset Management