Managers of Wealth Americas

Citi Wealth Releases 2025 Global Family Office Report

Top priorities include portfolio resilience, navigating global trade disputes and addressing family needs.

Concorde CEO Danielle Delongchamp Named Chief Executive Officer of the Year at 2025 Wealth Management Industry Awards

Winners were selected by a panel of independent judges comprised of industry leaders, consultants, and media representatives

2024 RBC and Campden Wealth Report: Wealth transfer acceleration ramps up for North American family offices

Financial risks from geopolitical turmoil, private markets, also top of mind

Everest Group Names Broadridge BPO as a Leader in 2025 Capital Markets Operations Services PEAK Matrix® Assessment

Leaders recognition highlights Broadridge’s successful accelerated strategy to invest in technology and innovation to drive business value for its BPO clients across capital markets, wealth and asset management

Waverly Advisors Acquires Brass Tax Wealth Management

Waverly continues to grow in Ohio

Arax Partner Firms Named to Barron’s Top 100 RIA Firms 2025

This first-time recognition for both firms reinforces the impact of the Arax model and underscores the Company’s success empowering its partners to accelerate business growth.

California RIA Acquires Bellevue's Moser Wealth Advisors

Beacon Pointe said in a press release that the integration of Moser Wealth Advisors allows the firm to serve the Pacific Northwest region more effectively through allWEALTH services.

Merrill Wealth Management Introduces New Unit For High And Ultra-High Net Worth Clients

The new group will be led by Kurt Niemeyer

Coastline Wealth Management's Garrett Taylor Named a Top New York Best-in-State Wealth Advisor

Garrett started Coastline Wealth Management in 2012.

91% of Wealth Managers Have AI Ambitions–And Concerns. Eton Solutions’ AI Platform Addresses Both.

Eton Solutions’ AI Scales The Mundane for Family Offices, RIAs and PE Firms While Upholding Rigorous Privacy, Security, Transparency and Bias Standards

$280 Billion in Average Daily Processed Trade Volumes on Broadridge Distributed Ledger Repo Platform

DLR market data now available on Kaiko's new data application on Canton Network, Broadridge leading the settlement of tokenized real assets

Citi's big guns line up behind senior executive accused of sarcasm. Enraged broker faces disciplinary action

Since then, Citi has been healing the wound.

Mayer Brown represents BlackRock in landmark agreement to manage $80 billion of Citi Wealth client assets

The agreement includes BlackRock managing approximately $80 billion in assets for thousands of Citi Wealth clients.

Citi CEO ‘Comfortable’ With Outcome of Probe Into Wealth Head

That investigation is now complete, though Citigroup has previously declined to comment on the outcome of the probe.

Merrill creates new division to increase credit offerings to the wealthy

The group will begin with around 20 bankers, but may expand over time.

Family Offices Accelerate Their Professionalization and Diversification Amid Geopolitical and Regulatory Uncertainty

Family offices intensify their diversification and professionalization in response to geopolitical instability and regulatory changes

Altruist Partners with Ritholtz Wealth Management to Expand Access to Financial Advice

The firm has built a tiered service model to meet clients wherever they are in their financial journey — from first paychecks to complex estates — and engaged Altruist as a partner whose technology could support that vision at scale.

Envestnet announces five-year strategic roadmap,marked by investments in research & development client support and AI

Vision To Reinvent The Advisor Experience With Best-In-Class Software For Trading, Reporting, Financial Planning, Portfolio Management And Client Engagement

WisdomTree’s Jonathan Steinberg Wins ‘CEO of the Year’ at 2025 Wealth Management Industry Awards

Award Honors Steinberg’s Visionary Leadership and Industry-Shaping Innovation

Broadridge Acquires Retirement Plan Technology Provider iJoin

Combined capabilities will help record keepers, financial advisors, asset managers, and insurers improve retirement participant outcomes and unlock growth opportunities

Wealth and Asset Management