Managers of Wealth Americas

Waverly Advisors Acquires InVista, Adding $332M in AUM

The Birmingham-based RIA continues its expansion in Alabama with the acquisition of Montgomery-based InVista Advisors, joining from LPL Financial.

F.L.Putnam Announces Strategic Minority Investment from Bixby Wealth Solutions

Investment provides FLP with additional capital to support advisor growth, enhance the client experience, and accelerate the firm's national expansion

State Street to Expand Latin America Footprint with Santander CACEIS Latam Securities Services

Transaction will establish a leading asset-servicing platform across Brazil, Mexico and Colombia, expanding custody, fund administration, and banking services for institutional investors

Hightower Ranked No. 4 on Financial Advisor Magazine’s America’s Top RIAs 2026 List

Hightower’s move to No. 4 from No. 5 in the prior year’s ranking reflects the firm’s continued growth and commitment to supporting advisors through a model designed to help them scale their practices while continuing to deliver personali

State Street to Expand Latin America Footprint with Santander CACEIS Latam Securities Services

Upon closing, State Street plans to retain the business's experienced local teams

EQT raises Perpetual bid to about A$2.6bn

Perpetual’s board said it is reviewing the latest approach with its financial and legal advisers.

Private equity bidding war targets $160bn RIA in $7bn deal

Carlyle and Bain Capital are said to be the final bidders for Wealth Enhancement Group as PE appetite for independent wealth managers intensifies.

Lincoln Property Company Surpasses $2 Billion in 2026 Capital Formation, Anchored by Strategic Family Office Partnerships

Two strategic family office investments lead commitment of $400 million to support continued expansion of Lincoln’s real estate investment platform

La Caisse, Cinven to acquire Optio Group

U.K.-based insurance MGA platform has strong European base, growth potential, partners say

Wellington, Vanguard and Blackstone launch public-private market funds

The three-firm alliance debuts two closed-end funds giving wealth management clients simplified access to private equity, real estate and credit.

NewEdge Capital Group Expands Envestnet Partnership to Incorporate Structured Note Strategies Within Unified Managed Accounts

NewEdge Investment Solutions’ SNIP and SNAP Solutions Can Now Be Accessed in One Account Alongside Other Investment Strategies

U.S. Banks Post Strong 2Q26 Results on Capital Markets Strength

Fifth Third was a notable exception, with lower returns due to integration charges tied to its acquisition of Comerica.

Spotlight the wealth management leaders raising the bar in 2026

Don’t let a deserving colleague—or your own accomplishments—go unrecognized.

Nubank strengthens its Brazil operation with a new banking license

The move comes through the acquisition of Banco Porto Real and deepens the relationship of trust with the company's more than 115 million customers in the country

BlackRock’s Aladdin Revenues Increase by 13% Driven by Public and Private Market Tech Solutions

The firm bets on artificial intelligence, data, and analytics to integrate public and private markets

Dual-Class ETFs, Mutual Funds Could Reshape 401(k) Landscape

A recent SEC ruling on dual-class share structures may allow ETFs to overcome operational hurdles that have kept them out of retirement plans for decades.

Crestwood Advisors Included in Financial Advisor Magazine's 2026 RIA Survey & Ranking

Recognition follows another year of momentum and continued commitment to client-centered wealth management

Advisor moves: LPL attracts billion-dollar breakaways from JPMorgan, Buell Securities

Alan Feutz leaves the wirehouse in Illinois, while a team of five make a break from their Connecticut firm.

Apollo Funds Complete Acquisitions of Emerald and Questex, Creating a Scaled, B2B

Experiential Events and Media Platform Positioned to Drive Sustained, Long-Term Growth Announces Additional Executive Leadership Team Appointments

Carson Group Creates Home Office Teams for W-2, Independent RIA Channels

One of the most active RIA acquirers has recently created dedicated business lines for its W-2 and independent channels to help focus team members and drive growth, according to CEO Burt White.

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