Managers of Wealth Americas

Zoe Wealth Platform Aims to Revolutionize RIA Workflows With First Actionable Salesforce Integration

This update brings advisor workflows and real-time account data from the Zoe Wealth Platform directly into the Salesforce CRM.

LPL Financial, Fort Mill’s Financial Resources Group Acquire Mississippi-Based Coastal Wealth Management

The firm serves business owners, pre-retirees, and retirees, with a particular focus on clients in the music industry and college athletes.

Savant Wealth Management Named to Inc. 5000 for Third Consecutive Year

The firm’s ranking on the list has increased 1,682 points since 2023

Ollie Grant private wealth selected as top wealth management practice to watch by IAOTP

Ollie Grant will be honored at the International Association of Top Businesses and IAOTP's annual awards gala in Las Vegas

BlackRock and Vanguard lead US ‘super league’ dominating Europe

Regional expansion by group of US-based asset managers far outstrips local sector’s growth

Canaccord Genuity Group Inc. reports first quarter fiscal 2026 results

Excluding significantitems, quarterly earnings per common share of $0.13 (1) First quarter dividend of $0.085 per common share

Merrill Lynch Jones Wealth Management Team Backs Panerathon

Jones emphasized the importance of giving back to the community and highlighted the impact of the event in supporting the Joanie Abdu Comprehensive Breast Care Center.

Hoot Wealth Joins Maridea, Marking Transformational Step for Both Firms

Crow and Hinmon bring a proven track record

Partners Group Welcomes White House Executive Order Advocating for Inclusion of Private Markets Investments in Defined Contribution Pension Funds

Retirement industry research has shown the potential positive impact of private markets exposure on a DC plan participant's retirement income.

RBC Wealth Management financial advisors recognized by Forbes as “Top Next-Gen Wealth Advisors Best-In-State”

The ranking is based on interviews, professional credentials, advisor’s compliance records

Larry Roth Rebrands Wealth Consultancy, Hires Former Securities America CEO

RLR Strategic Partners is now Ascentix Partners, with a beefed-up leadership team and new network of independent consulting firms.

J.P. Morgan Wealth Management breaks record with 40 advisors on Forbes’ top next-gen list

Over half of the J.P. Morgan advisors on the list honored for second year in a row

$275 Million Providence Wealth Planning Chooses Osaic

Family-led advisory team joins Osaic from LPL Financial, citing shared values, technology support and growth opportunities with new affiliation

Eight William Blair Colleagues Named Top Next-Gen Wealth Advisor Best-in-State by Forbes

These advisors and their teams serve individuals, families, organizations, and foundations to help them achieve their investment goals, strengthen family legacies, and endow their clients’ charitable activities.

2025 Forbes/Shook Top Next-Gen Wealth Advisors Best-in-State

Advisors are nominated by their firm based on the strictest criteria.

Savant Wealth Management Acquires Tech-Focused Silicon Valley RIA

Parkworth Wealth Management Expands Savant’s Niche Strategy, California Footprint

BNY to Speak at the Barclays Global Financial Services Conference

The discussion may include forward-looking statements and other material information.

Broadridge Partners with Uptiq to Modernize Wealth Management with AI-Powered Wealth Lending Solutions

Through the integration with Uptiq, financial advisors can more easily source and compare loan options tailored to their clients' needs, while automating manual tasks such as referral submission, loan processing, and covenant tracking.

HSBC US Head of Wealth and Private Banking Racquel Oden Named to 2025 Forbes 50 Over 50 List of Visionary Women

Prior to joining HSBC, Oden held executive roles at JPMorgan Chase, Merrill Lynch, UBS, and Morgan Stanley, where she earned a reputation for driving growth and building inclusive leadership teams.

Janney Named Official Wealth Management Partner of the Philadelphia Eagles

A Partnership Built on Shared Values of Excellence, Teamwork, and Results

Wealth and Asset Management