Managers of Wealth Americas

LPL Financial and Momentum Wealth Partners Welcome Beacon Financial

Based in Toledo, Ohio, Beacon Financial is led by Principal Owner and CEO Greg Kopan

Osaic Unveils Vision for the Future of Wealth Management at NXT 2025

Firmwide innovations and AI-driven tools redefine flexibility, growth and the future of advice

J.P. Morgan Private Bank releases 2025 Mid-Year Global Investment Outlook

Investors must contend with deep policy uncertainty, still elevated valuations and concentration in U.S. equity markets, and persistent volatility as they anticipate whether the U.S. administration's more market-friendly proposals will come to fruiti

UBS Advisor Teams in Florida Named to Barron’s Top 250 Private Wealth Teams List

The Florida Wealth Management Market is led by Market Executive Lane Strumlauf and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.

LPL Financial Asks What If You Could? in New Brand Campaign

Formed in 1989 as an accessible alternative to traditional Wall Street firms, LPL Financial is now among the most successful companies in wealth management.

UBS Advisors in the Southeast Region Recognized Nationally by Barron’s

The firm’s Southeast Wealth Management Region is led by Regional Director Julie Fox.

Family wealth services: Building in a more holistic approach to wealth management

With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.

Focus to merge $140bn Focus Partners Wealth and $35bn Kovitz

The deal marks RIA financier Focus's first combination of 'hub' firms.

Sustainable Wealth Management Is Aligning Investors’ Values with Their Wealth

As such, wealth managers across the world are only too happy to continue integrating ESG considerations into their investment products and services.

US Family Offices Strengthen Investment Ties In Abu Dhabi After Trump’s Visit

This visit underscored the growing relationship between the two nations, particularly in the investment sector.

Mercer Advisors Brings In $3 Billion Team Tufton Capital Management

And the firm specializes in serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, with a strong focus on cultivating long-term, multigenerational relationships.

Botoff Consulting Wins 2025 Family Wealth Report Award for Outstanding Thought Leadership

This award is a meaningful, independent validation of Botoff Consulting’s commitment to delivering accurate, data-driven insights and advancing best practices across the family office sector – and that commitment has only grown stronger over t

Rich Japanese still fear yen crash, wealth manager says

But there’s one key holdout that isn’t ready for bullishness: Japan’s richest citizens, worried about the economic outlook

Wealth Management: What Switzerland Can Learn from the U.S.

There are both structural differences from Switzerland and numerous similarities — offering valuable insights for the Swiss market.

iCapital Agrees to Buy Citi Wealth’s Alternative Investments Feeder Fund Platform

In addition, Citi will use iCapital’s platform going forward to manage its alternative investments.

Scotiabank extends reach into South Asian high-net-worth market with new partnership

Scotia exec tells Wealth Professional the deal accelerates strategy for cultural market expansion

Why a high-net-worth specialist just switched firms

20+ year industry veteran joins Nicola, explains how other firms can attract talent like him

Hightower Makes Strategic Investment in Lindbrook Capital

Bicoastal Wealth Manager with $3.8B to Expand Client Services with Hightower

Envestnet Unveils 2025-2026 Strategic Platform Roadmap Powering the Future of Financial Advice--Personalized & At Scale

Updates Across Tax-Aware Trading, Advisor Control, Automation & Ecosystem Integrations Position Envestnet as the Industry's Most Connected, Customizable Wealth Management Platform

Michael Tarantino Named to Forbes 2025 Best-in-State Wealth Advisors

Michael's recognition by Forbes is well deserved

Wealth and Asset Management