Managers of Wealth Americas

3EDGE Asset Management Selects SEI to Launch ETFs

Advisor’s Inner Circle Fund Trust Powers Growth for Asset Managers

Morgan Stanley Wins Two 2024 Money Management Institute (MMI)/Barron’s Industry Awards

The Wealth Manager Platform of the Year category honors wealth manager platforms that exemplify innovation in delivering better outcomes for investors and financial advisors.

Rockefeller Asset Management Expands Active ETF Range with Launch of Global Equities Focused RGEF

This marks Rockefeller’s fifth actively managed ETF launch this year, following the launch of a SMID cap ETF and expansion into opportunistic municipals with three high-yield municipal bond ETFs.

Neuberger Berman takes minority stake in $245bn Mariner Wealth Advisors

Marty Bicknell will remain the RIA's chief executive.

RBC Lures $400M Morgan Stanley Team, While LPL Nabs Cambridge Advisors

A Georgia-based advisor is also moving from Edward Jones to Raymond James’ independent advisor channel.

Goldman Sachs Partners with GeoWealth to Provide Custom Models for RIAs

The models will span investment options ranging from equity SMAs to evergreen alternative funds.

Kestra Financial Welcomes $1.4 Billion Wealth Empowerment Financial Strategies

Boca Raton, Florida-based firm joins Kestra Financial’s platform, gaining access to leading service and technology platforms

Alvarez & Marsal, Inc Establishes A&M Private Wealth Partners to Serve Ultra-High-Net-Worth Clients

New Wealth Management Entity Leverages A&M's Legacy as Trusted Advisors in Value Creation to Redefine the UHNW Client Experience

Financial Services firms redesign wealth management spaces for next-gen clients

The traditional investor profile is changing, and this newer, younger, globally connected investor is willing to take on more risk than the baby boomers.

Hightower Completes Strategic Investment in Financial Planning and Information Services, Inc.

Hightower to Enable $1.1B Wisconsin RIA to Grow Yet Maintain Boutique Sensibility

Broadridge Announces Distribution Insights for Asset Managers on Salesforce AppExchange

Broadridge customers can now benefit from expanded metrics and analytics to increase sales conversion rates and grow revenue

UBS Global Wealth Management lifts global equities stance to 'attractive'

Economic growth is remarkably resilient and central banks have been proactive, giving us confidence the supportive backdrop has more room to run

The Leader of Goldman Sachs’ Family-Office Whisperers

Sara Naison-Tarajano developed the Apex group, a small but growing cadre of bankers with outsized influence on how the wealthiest people on Earth invest.

Citi Ramps Up Advisor Hiring, Sweetens Pay in Effort to Boost Wealth Arm

Citi has a goal of expanding the number of senior advisors in that business by 40%, or some 150 people, by the end of 2026 with the help of outside recruiters.

Dynasty Financial firm Americana Partners gets backing from Lovell Minnick Partners

The $8.5B AUM ultra-high-net-worth firm is looking to its next phase of growth fueled by a strategic private equity investment.

Northern Trust and Hamilton Lane Announce Strategic Collaboration

Hamilton Lane’s market leading analytics and data will be available to help Northern Trust Asset Servicing clients gain insight into their private market investments

Why wealthy Canadians are turning to private banking for estate planning

Early and thorough planning will help ensure our end-of-life instructions are carried out.

The Net Positive Consortium in Wealth Management Launches: Uniting Firms for Collective Impact

This pioneering initiative unites financial advisory firms in a shared commitment to creating meaningful societal impact, extending far beyond financial performance.

Merchant-Backed Apollon Adds $900M CIC Wealth

The deal expands Apollon's presence in Washington, D.C., while giving CIC a more attractive platform for potential recruits.

Wealth and Asset Management