Managers of Wealth Americas

Barron’s 2025 Top 100 Financial Advisors and Top 250 Private Wealth Management Teams

All four wealth advisors have been named to the list in previous years.

Sanctuary Wealth Launches 1280 Financial Partners in $2 Billion Transition from UBS

Sanctuary makes minority investment in 1280 Financial Partners

Hub International Enhances Retirement and Wealth Management Services with Acquisition of Prestige Wealth Partners in Florida

The move continues to strengthen Hub's Retirement & Private Wealth practices

Mercer Advisors Acquires Lewis Wealth Management

Fiduciary-first financial planning firm reinforces Mercer Advisors’ footprint in Denver

RBC Wealth Management survey: A generational look at the Great Wealth Transfer shows financial advisors to play a pivotal role in a smooth transition

Successful wealth transfer requires communication to guide heirs, and financial advisors are uniquely positioned to help families navigate conversations about legacy and values

Brookfield Wealth Solutions Announces First Quarter Results and Declares Quarterly Distribution

The increase in earnings for the current period reflects contributions from AEL

Northern Trust Named Best Private Bank in U.S. for Digital Wealth Planning, Digital Customer Experience

Judged by a panel of experts, the awards highlight companies and products that use technology to enhance client experiences, streamline operations and improve investment outcomes.

UBS survey shows wealthy women, and the next generation, feel unprepared for the Great Wealth Transfer

The report, capturing perspectives from women at various stages of the wealth transfer process, highlights the urgency for better preparation and communication to ensure a smoother transition.

Experienced Tax Specialists at Chase Buchanan Wealth Management Reflect on the Changing 2025 Global Economic Landscape

Chase Buchanan Wealth Management outlines key 2025 tax and economic challenges facing expatriates amid global policy changes

BBVA Opens Its Third International Private Banking Hub in Spain, Following the U.S. and Switzerland

The new unit, based in Madrid, has 5 professionals dedicated to international clients

First Rate Launches Alts Data Management Solution to Revolutionize Wealth Management Operations

As wealth management firms increasingly turn to alternative assets to diversify and enhance client portfolios, the complexity of managing data across multiple asset types can become overwhelming.

Venturi Private Wealth Partners With Opto Investments to Expand Private Markets Program, Strengthen Family Office Services

$3 billion RIA serving UHNW clients joins forces with Opto Investments to help scale and grow its private markets offering

Wealth and Asset Management

Barron’s 2025 Top 100 Financial Advisors and Top 250 Private Wealth Management Teams

Sanctuary Wealth Launches 1280 Financial Partners in $2 Billion Transition from UBS

Hub International Enhances Retirement and Wealth Management Services with Acquisition of Prestige Wealth Partners in Florida

Mercer Advisors Acquires Lewis Wealth Management

RBC Wealth Management survey: A generational look at the Great Wealth Transfer shows financial advisors to play a pivotal role in a smooth transition

Brookfield Wealth Solutions Announces First Quarter Results and Declares Quarterly Distribution

Northern Trust Named Best Private Bank in U.S. for Digital Wealth Planning, Digital Customer Experience

UBS survey shows wealthy women, and the next generation, feel unprepared for the Great Wealth Transfer

Experienced Tax Specialists at Chase Buchanan Wealth Management Reflect on the Changing 2025 Global Economic Landscape

BBVA Opens Its Third International Private Banking Hub in Spain, Following the U.S. and Switzerland

First Rate Launches Alts Data Management Solution to Revolutionize Wealth Management Operations

Venturi Private Wealth Partners With Opto Investments to Expand Private Markets Program, Strengthen Family Office Services

Lori Rabinowitz named to Forbes’ Best-in-State Wealth Advisors

Mercer finalises SECOR Asset Management purchase

UBS Advisors Mark Binder and Craig Chiate Named to Forbes Best-In-State Wealth Advisors list

Edelman buys Cahill Wealth Management

Brookfield Asset Management Announces Record First Quarter Results

Nomura Acquires Macquarie’s Listed Asset Management Business in the United States and Europe

LPL Financial Launches WealthVision Essentials to Empower Advisors with Best-in-Class Financial Planning Software

Warren Buffett is stepping down – but his advice is still timeless