Managers of Wealth Americas

Harbourfront Wealth Holdings Reports Fourth Quarter and Full Year 2021 Results

The Company employs 202 employees operating out of 24 locations across the country.

Zoe Announces Partnership With Family-Owned RIA Firm, Parkshore Wealth Management

Partnering with Zoe has been a great step towards helping more clients find an advisor to guide them to their 'why.' Each client has unique dreams and in collaboration with Zoe we want to provide them the tools to make them come true.

Citi’s Jane Fraser ditches ambition to break into Wall Street’s big league

Hopes of becoming top-three investment bank conceded in order to focus on more profitable areas

Simon Markets secures strategic investment from Citi

Citi’s financial professionals under its wealth management division use Simon’s investment platform and the lender has been an issuer of the firm’s structured investments.

The US has the oldest millionaires as biggest ever wealth transfer looms

The US holds 7,472,364 millionaires as of 2021, according to GlobalData.

Creative Planning continues buying spree with JBJ Invest acquisition

Creative Planning CEO Peter Mallouk noted that JBJ’s presence in South Carolina and 40 other states will help the firm drive its reach in these markets.

Sanctuary Announces First Deal in Partnership Program

Sanctuary has taken minority stakes in those firms and helped them create an entity called 6 Degrees with the intention that the firms launch an acquisition strategy in the Southwest.

Cumberland County wealth management firm has new owners, leadership

RWA’s partnership with Merchant, which was announced this month closed in September.

Pence Wealth Management Announces Laila Pence Heads Forbes List Of Top Women Wealth Advisors In Southern California

The Pence Wealth Management President Was Also Ranked Fifth Nationally

How the world’s most influential central bank impacts markets

It turns out that for nearly five decades the US stock market has tended to perform strongly after the Fed has begun a new hiking cycle.

FNZ raises $1.4b in one of largest ever funding rounds in wealth management

This was one of the largest ever primary equity raises in the wealth management sector as FNZ looks to firmly expand geographically and innovate.

Escape From Jekyll Island

“Central bankers control the price of money and therefore indirectly influence every market in the world. Given this immense power, the ideal central banker would be humble, cautious and deferential to market signals.." – James Rickards,

Sanctuary Wealth Advisors Named to 2022 Forbes Top Women Wealth Advisors - Best in State

Leaders from partner firms in Indiana and Kansas among those honored

Seven UBS advisors in South Texas named to the Forbes/SHOOK Research Top Women Wealth Advisors list

The list was compiled by SHOOK Research, which researched and interviewed candidates who had been nominated by their firms.

Three UBS Advisors in the Northeast Private Wealth Management Market Named to the Forbes/SHOOK Top Women Wealth Advisors List

These advisors go above and beyond for their clients, and this recognition proves that they are some of the best in the business

Wealth and Asset Management