Managers of Wealth Americas

Geller Opens South Florida Office

Enhanced Commitment to Managing Every Critical Aspect of Clients’ Complex Financial Lives Through Multidisciplinary Services and Expertise, Introduces New Corporate Branding

Bernstein Private Wealth Management Launches Bernstein Philanthropic Impact Fund in Partnership with National Philanthropic Trust

Amid the growing popularity of DAFs with philanthropic individuals and families, this enhancement to the firm's platform will offer a high-touch and efficient solution for charitable giving across a range of assets and levels of complexity.

BTG Mulls Acquisitions to Build Private-Banking Behemoth

BTG just opened an office in Madrid and in March announced the acquisition of a bank in Luxembourg to serve Latin American costumers, part of its strategy of gaining market share from banks that are giving up their local operations.

US asset managers apply to SEC for bitcoin ETFs

The SEC maintains that digital assets should be treated the same way as conventional securities and subject to the same rules.

IG Wealth Management Announces Addition of Sub-Advisors to iProfile Program for Enhanced Diversification Benefits and Other Mutual Fund Changes

LPL Financial Welcomes Blue Sky Wealth Management

It was their client-first commitment that led the Blue Sky Wealth Management team

Seven J.P. Morgan Wealth Management and First Republic Advisors Named Barron’s Top Women Financial Advisors

All have been on the three most recent Top Women rankings, and some longer.

Unblu and Objectway partner to enhance digital customer experience for wealth firms

The partnership focuses on two initial cases for client interaction management: ongoing relationship management and the help desk.

Waverly Advisors Acquires Silicon Hills Wealth Management

Waverly footprint extends into Southwest with newly acquired firm in Austin, Texas

Wealth management firm NorthRock opens office in Deer District

NorthRock has worked with more than 60 athletes, mostly in the NBA and NFL, some NHL, players, coaches and executives.

NewEdge Capital Group Leaders and Firms Named Finalists in Several Wealthmanagement.com Industry Awards Categories

CEOs Alex Goss of NewEdge Advisors and Rob Sechan of NewEdge Wealth Among Honorees

How wealth tech improvements will enhance this advisor's personalized service

'We'll spend less time on administration and more helping them get where they want to be'

BlackRock is shaping next-generation leadership and hunting for deals. Here's the latest news on the largest money manager.

Founder-led BlackRock is molding the next generation of management and seeking out deals.

Financial Advisors at Cardinal Point Wealth Management Stress Urgency of Will & Estate Planning for Canadians with U.S. Beneficiaries

The government uses three main criteria to determine who is considered a U.S. person and who may be subject to these taxes.

Wealth and Asset Management