Managers of Wealth Americas

Surveys: The Great Wealth Transfer Will Bring Client Defections for Many Advisors

New studies by The Harris Poll and Cerulli find that nearly half of potential heirs plan to leave their benefactor’s financial advisor.

Apella Wealth Tops $8B With First Chicago Firm

Park Piedmont Advisors manages about $1 billion in client assets, and is based in both Chicago and San Francisco.

United Capital Financial Advisors Acquires $1.1 Billion Ultra-High-Net-Worth Firm The Paul Group

This addition bolsters United Capital's comprehensive wealth management capabilities across key markets

Corient Announces Global Expansion Through Addition of Stonehage Fleming and Stanhope Capital Group

Corient to become the world’s largest non-bank wealth manager and world’s largest multi-family office focused on ultra-high and high-net-worth clients

SMA, the integrated model that combines advanced consulting and management

This is a model that can represent a strategic response to the growth of passive management

Why Founders Talk To Wealth Advisors

Say you sell your company for $1 billion, or even a smaller $10-100 million range - where do you want the money sitting 1 week, or 1 month after it hits your primary bank account?

SEI CEO plots wealth, private assets expansion

Ryan Hicke chats with Citywire on the firm's recent $527m acquisition and other growth plans.

UBS Advisor Daniel Green Named to the Forbes Top Next-Gen Wealth Advisors Best-in-State List

Daniel ranked #2 Next-Gen advisor in Tennessee by Forbes

Wealthspire Advisors to Acquire Northern California-Based Marin Financial Advisors

The relationship-focused firm joins Wealthspire to preserve continuity and expand client support

Altruist Welcomes Bone Fide Wealth, a $100M Millennial-Focused RIA, to Its Platform

Forward-thinking New York advisory firm chooses Altruist's modern custodian platform to enhance client experience and empower the next generation of investors

Royal Bank of Canada reports third quarter 2025 result

All amounts are in Canadian dollars and are based on financial statements presented in compliance with International Accounting Standard 34 Interim Financial Reporting

Cerulli: Client services are differentiators with HNW and UHNW clients

Wealth creation and concentration among HNW households have surged in recent years, leading to an industry-wide focus on capturing HNW assets by moving upmarket.

Nicholas Wealth Management: Playing It Safe, with a Twist

The Atlanta-based RIA serves retirees, so it relies on a traditional 60/40 portfolio.

Northern Trust Selected as Custodian for $18.5 Billion State of New Mexico Educational Retirement Board Public Fund

NMERB provides secure retirement benefits to active and retired employees of New Mexico public schools

Citi Wealth Launches “Advisor Insights” Pilot and “AskWealth,” AI-Driven “Gamechangers” for Client Communications

The AI-powered innovations mark a significant step forward in Citi Wealth’s AI, data, and technological capabilities

Sanctuary Wealth Welcomes Marksman Wealth Management

San Antonio-based Firm to Drive Growth Through Sanctuary's Partnered Independence Model

Risemint Partners with Fortis Capital Advisors to Expand Personalized Wealth Management Services

Bryce Johnson brings a distinguished background to the partnership, holding an MBA in Finance from the University of Denver's Daniels College of Business.

Citi Boss Andy Sieg Under Fire Amid Probe Into Bullying, Vile Outbursts and Sidelining Top Female Executives

The bank confirmed that it retained top law firm Paul Weiss to review Sieg's conduct after at least six managing directors raised concerns to human resources.

Sequoia Financial to buy wealth manager The Martin Worley Group

The acquired company managed assets worth $430m as of 30 June 2025.

Canaccord Genuity Group Inc. through its Australian operation announces acquisition of wilsons advisory

Agreement substantially increases the scale of the Company’s Australian wealth management business and establishes a strong platform for continued growth

Wealth and Asset Management