Managers of Wealth Americas

Som Seif's Purpose to acquire $1.3 billion AUM Steadyhand

It's Purpose's first acquisition of a CIRO-registered firm

AlphaCore Wealth and Callan Capital Combine Forces, Launching AlphaCore Family Office Services

The strategic partnership expands multi-generational family office capabilities across all client segments

Stratos Wealth Holdings Recruits $3.5 billion in Client Assets Across Network in 2024 Tripling Prior Year's Total

Our strong momentum this past year is a testament to our attractive value proposition in the market.

Bluespring Wealth Partners Acquires $400 Million Charter Capital Management

The Wisconsin-based firm partners with Bluespring to enhance capabilities by leveraging its strategic support

Ever Wealth joins Osaic network to scale operations

The alignment with Osaic was done via Affiliated Advisors, an Osaic Office of Supervisory Jurisdiction led by Rita Robbins.

CFRA Research Chosen by LGT Private Banking as Exclusive Global Equity Research Provider

CFRA provides LGT’s investment professionals with industry-leading global fundamental equity research through their MarketScope Advisor Platform and product shelf.

Zephyr Named “Best Wealth Management Company” in 2025 FinTech Breakthrough Awards Program

Prestigious Annual Awards Program Recognizes Outstanding Financial Technology Products And Companies Around the World

Joint Press Release of Allianz, BlackRock, Generali Financial Holdings, Hannover Re, T&D Holdings and Viridium

Through this transaction, Cinven exits from its majority investment in Viridium after more than a decade of developing a highly successful insurance business.

11 UBS advisors in the South Wealth Management Market named to the Barron’s Top 1200 Financial Advisors list

The 2025 Barron’s Top 1200 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.

Nine UBS Financial Advisors in Southern California and Hawaii named Top Women Wealth Advisors by Forbes

One of the advisors, Courtney Liddy, has been recognized by Forbes for the seventh year in a row as one of the Top 100 Women Wealth Advisors nationwide.

Merit Financial Advisors Partners with Sanctuary Wealth Management and Fiduciary Services; Adds First Office in Idaho

Sanctuary, in working with private clients, specializes in investment advisory and portfolio management.

Wealth Partners Capital Group and HGGC Establish Strategic Partnership with MCF Advisors

Kentucky-based RIA receives investment to accelerate organic and inorganic growth

Three UBS Financial Advisors in Pacific Desert Market named to Financial Planning Top 40 under 40

They are considered by Financial Planning to be among the industry's top-producing young financial advisors at wirehouses and regional firms.

Silverleaf Wealth Management raises $30 million

The firm remains founder-owned and has maintained stable growth over its 15-year history, supported by a strong asset base and cash flow profile.

Nine UBS Advisors in the South Atlantic Wealth Management Market Named to the Barron’s Top 1200 Financial Advisors List

Among those recognized, UBS advisors Greg Cash and Mitchell Wickham of Wickham Cash Partners ranked No. 1 and No. 2, respectively, in North Carolina.

Edward Jones Aims To Balance HNW Focus With 'Main Street' Reputation

According to Managing Partner Penny Pennington, Edward Jones’ newly-announced HNW service will also benefit the “less affluent” clients it assists.

Integrated Partners Adds $331M Prout Financial to Network

The Traverse City, Mich.-based advisors will join Integrated’s advisor network while continuing to host their weekly local radio show on financial literacy

FNEX launches alternatives platform for US wealth managers

With a commitment to elevating client portfolios, the FNEX Alternatives Market empowers wealth managers with tools to access diverse boutique investment strategies

Summit Financial invests in New Jersey’s Gateway Advisory

Gateway Advisory specialises in investment advice, tax planning, risk management, and wealth transfer planning.

Ritholtz Wealth Execs Launch Chart Platform for Advisors

Exhibit A will feature pre-built, white-labeled decks covering market volatility, U.S. market performance, historical bull and bear markets and earnings trends.

Wealth and Asset Management