Managers of Wealth Americas

Fidelity Unveils New ETF Model Portfolios for Wealth Managers

Matt Apakarian, an analyst with Cerulli Research, highlights the growing appeal of customizable model portfolios

JPMorgan Takes In $60 Billion From Rich Latin American Clients

Mexican clients account for $85 billion of the total.

Alera Group Accelerates Growth in Wealth Management and Retirement Plan Divisions

Leadership Drives Strategic Investments, Acquisitions and Partnerships

Women-Focused Wealth Manager Marilyn Suey of Diamond Group Wealth Advisors Wins Major Award

The award is not indicative of the wealth manager’s future investment performance.

UBS Advisor Team The Matthews Group Named to Forbes Top Wealth Management Teams and Best-in-State Lists

Together, they provide a multi-disciplinary approach to delivering holistic advice to ultra-high net worth individuals, business owners, entrepreneurs and multi-generational families.

Marsh McLennan’s Mercer to Acquire SECOR Asset Management

As part of the agreement, SECOR’s more than 40 colleagues in New York and London will join Mercer upon completion of the transaction.

30 Fastest-Growing Wealthy Suburbs in America

Additional factors found for each location include median household income, average home value and livability score.

IG Wealth Management Expands Azure Separately Managed Account Offering with New Mandates and Asset Management Partners

Separately Managed Accounts have become increasingly important

Bob Chitrathorn Again Is Accepted into Kiplinger Advisor Collective

Recognized for his financial expertise, Bob Chitrathorn earns a coveted spot in Kiplinger Advisor Collective Again

Creative Planning Acquires Maxwell Wealth Strategies

Decerno Advisors served as exclusive advisor while Carter West served as legal counsel to Maxwell Wealth Strategies in the transaction.

186 Ameriprise Financial Advisors Named to the Forbes “Top Women Wealth Advisors Best-In-State” List

The rankings are finalized based on data provided by thousands of the nation’s most accomplished women advisors.

Eight Hightower Advisors Named to Forbes’ 2025 “Top Women Wealth Advisors Best-in-State” List

This prestigious ranking highlights the top female advisors in the nation, who collectively manage more than $12.7 billion in assets as of September 30, 2024.

Bluespring Wealth buys Kentucky’s Reliant Wealth Planning

The acquisition adds over $560m in assets under management to Bluespring's portfolio.

Brookfield Asset Management Announces Record 2024 Results and 15% Dividend Increase

Quarterly Fee-Related Earnings up 17% Year-Over-Year to a Record $677 Million

LPL Onboards $1 Billion Team Salient Wealth Planning Group

Salient’s team selected LPL for its advanced capabilities and commitment to providing exceptional customer service experiences.

The looming advisor shortage in US wealth management

Demand is strong. Capturing it will require wealth managers to tackle the impending shortage of advisors.

UBS CEO Reiterates Focus on Cost Cuts in US Wealth

The comments came as UBS’s headcount in the Americas

J.C. Flowers invests in Canada’s Infinite Investment Systems

The company will utilise the capital to expand its product line-up, improve its services, as well as deepen its footprint.

Key Private Bank Honored for 'Private Banking Client Service'

KeyBank's exceptional client service recognized for the fifth time

Personal lines insurance: Enhancing wealth management for the next generation

Comprehensive personal lines insurance is key for wealth managers to enhance their value proposition and attract HNW clients.

Wealth and Asset Management