Managers of Wealth Americas

Genesis Wealth Surpasses $3 Billion in Client Assets, Validating Supported Independence Model

Organic advisor transitions reach milestone through disciplined growth and a long-term commitment to helping bank-based advisors thrive

Private banking gets closer to Latin America’s entrepreneurs

As founders seek advice on growth and exits, integrated banking gains ground

Top Commercial Bankers & Private Wealth Bankers 2026

These leading commercial bankers and private wealth bankers are driving economic growth and delivering personalized financial solutions to businesses and individuals alike.

RBC Dominion Securities earns top advisor rating among bank-owned investment dealers in

Investment Executive's 2026 Brokerage Report Card, marking its 20th consecutive year at the top Two decades of industry-leading support for advisors and trusted advice for clients

Corient’s arrival exposes Canada’s multi-family office gap

That includes lending and concierge services, private aviation and art management alongside the customary investment management, financial planning and trust and estate services.

Northern Trust Submits Exemptive Relief Applications for ETF Share Class Across Sponsored Multiple Series Trusts

Filing these applications demonstrates Northern Trust’s commitment to providing asset managers with support and flexibility to meet the evolving preferences of their investors.

Broadridge’s Distributed Ledger Repo Achieves 220% Year Over Year Growth; Processes $7.2 Trillion in May

May 2026 ADV reaches $362 billion as momentum continues for institutional adoption of tokenized settlement and Broadridge’s market-leading Distributed Ledger Repo

Canaccord Genuity Group Inc. reports fourth quarter and fiscal 2026 results

Excluding significantitems, quarterly earnings per common share of $0.48

BBVA develops a new technology architecture with AWS to accelerate its AI solutions

The architecture automates operational tasks and validation processes, integrating the development, testing and deployment of solutions into the bank’s technology operations.

Factory Capital targets athletes and creators with institutional wealth management launch

New LA-based RIA combines traditional advisory services with cultural ecosystem spanning sports, entertainment and entrepreneurship.

RBC BlueBay Launches U.S. High Yield Bond Fund

The Fund builds on the success of its existing U.S. sister vehicle, which surpassed $1 billion in assets last year.

Blackstone private credit fund caps withdrawals as redemption requests jump

The attempts to cash out indicate wealthy individuals are continuing a recent retreat after many years of piling into funds that give them exposure to assets that rarely trade.

Foundation for Financial Planning Showcases How Morgan Stanley Wealth Management Mobilized Hundreds of Advisors for Pro Bono Service

New "Pro Bono in Practice” case study explores how the world’s largest wealth manager built one of the industry’s largest advisor engagement initiatives for pro bono financial planning

Designed Wealth Management and Continuum Announce Strategic Partnership to Bring AI Client Intelligence to Canadian Advisors

Continuum's botless meeting capture, AI client profiles, and interactive client microsites roll out across Designed Wealth Management's 150+ advisor network starting today

Harbourfront Wealth Group to Acquire Cumberland Private Wealth

Harbourfront Wealth’s national expansion continues as AUA climbs to $22 billion

Wealth and Asset Management