Managers of Wealth Americas

Dynasty Financial helps $550M Merrill team go independent

Six advisors break away from the wirehouse to launch a firm in Alabama.

BCG Delivers 20th Consecutive Year of Growth

Worldwide Revenue Reached Record $12.3 Billion in 2023

iCapital and Bain Capital Credit Partner to Expand Wealth Managers’ Access to Alternative Investments

With growing advisor appetite for private credit investment opportunities, Bain Capital Credit partners with iCapital to create bespoke Bain Capital platform

Jack Henry signs United Bank

United Bank needed a well-rounded and open technology provider to meet the needs of retail and small business customers and improve its lending and CFDI reporting.

CapIntel Renews Partnership with IG Wealth Management

Continued partnership will enable IG Wealth Management advisors to deliver exceptional client value

Sound Income Group Founder, CEO David Scranton to Speak at Wealth Management EDGE

Wealth Management EDGE brings together three industry-leading brands

FLX Networks Partners with GK3 Capital to Provide Premier Digital Sales and Marketing for Asset Managers and Wealth Management Firms

Collaborative venture sets a new standard for digital-first sales and marketing, revolutionizing engagement for the financial industry

Kinecta Federal Credit Union Moves its Wealth Management Program to Ameriprise Financial

Partnership gives Kinecta Wealth Management clients access to an impressive suite of solutions and services offered by Ameriprise Financial

Axis Capital launches new specialty unit in Canada

The company said the expansion into EIL in Canada is supported by the existing Environmental team that is well established within AXIS in the US.

Waverly Advisors Acquires McShane Partners

Waverly expands into Charlotte, North Carolina

Fund and loan administration services for a leading private debt manager

Their investor base spans across EMEA, Asia and North America with over $10bn in AUM.

State Street Earns MLT’s Hispanic Equity at Work Bronze Certification and Black Equity at Work Bronze Recertification

MLT has worked with and supported employers in their journey toward racial equity

Lancashire launches US subsidiary

Lancashore announced last August that it would open a US subsidiary

Savvy Investors Are Capitalizing on Prime Real Estate Opportunities

The USA accounts for 32% of the world’s total wealth and 37% of the world’s millionaires.

Steward Partners builds over $1bn in new client assets

Steward Partners is set to commence 2024 with over $1bn in new client assets.

EP Wealth Buys $1.2B California Group

The firm serves clients in San Luis Obispo and other areas in the Golden State.

$435m ex-Truist team launches practice with LPL

The two advisors formed MG Partners Private Wealth, based in Hickory, N.C.

Generali Completes Acquisition of Conning

Conning and its Affiliates will continue to execute their growth strategies

William Blair Baltimore Wealth Management Team Investing in the Success of Students

Like managing a client’s financial investments based on longevity, the Baltimore team also believes there are major benefits to investing in students' long-term futures.

Team with shared mindset launches new RIA with tru Independence

Four advisors start their new venture in Indianapolis.