Managers of Wealth Americas

Portsmouth Financial Services to become a branch office of leading broker-dealer Arete Wealth Management, LLC via asset purchase agreement

San Francisco-based firm to bring 40 advisors and $800M of AUM to Arete Wealth's exclusive platform

National Bank of Canada's profit rises on wealth management, markets strength

Profit at the bank's wealth management unit rose 15% in the second quarter to C$205 million.

Wealth Enhancement Group Announces the Addition of The Financial Advisory Group, LLC, an Independent RIA with Over $1.22 Billion in Client Assets

This partnership marks Wealth Enhancement Group's fifth acquisition of the year and brings the firm's total client assets to more than $81.5 billion.

From Superbowl stardom to wealth management boardroom

Bennie Fowler, who won Super Bowl 50 with the Denver Broncos, reflects on his new career as Caprock’s director of strategic relationships.

Stratos Welcomes Spain & Smith Wealth Advisors

Firm to Leverage Stratos Wealth Advisors' Advanced Technology and Comprehensive Practice Management Support to Enhance Growth

Three UBS Advisor Teams in the Philadelphia D.C. Wealth Management Market Recognized by Barron’s

These teams are among the best in the business and are dedicated to serving each client’s needs.

Barron's Advisor Top 250 Private Wealth Management teams 2024

This prestigious national recognition underscores the dedication and expertise of every team member.

This Banker Built Herself A $300 Million Fortune At JPMorgan Chase

This potential successor to Jamie Dimon is the lone woman banker on Forbes’ list of most successful self-made women.

Citi's family office clients dial up risk in Q1

The US bank's single-family office clients upped equity holdings and cut cash on average in the first three months of the year.

Scotiabank Earnings Top Estimates on Capital Markets, Wealth

Bringing the five pillars of wealth management together

InvestmentNews Awards 2024, Advisor of the Year (Western region): Dave Alison, Alison Wealth Management and C2P Enterprises

Partners Group Selects Northern Trust to Provide Asset Servicing Solutions for its Private Equity ELTIF Evergreen Fund

The new ELTIF 2.0 regime is intended to facilitate European investment into private market assets via semi-liquid funds and related strategies, including by individuals not considered to be professional investors.

Scotiabank earnings beat expectations as provisions for bad loans top $1 billion

Growth in both capital-markets and wealth-management businesses

CFS Edge reaches A$1 billion milestone in just 200 days

In less than 10 months the platform has experienced rapid growth, driven by strong demand for an integrated wrap solution that meets the changing needs of today’s advice businesses and their clients.

JPMorgan is making a big bet on AI. Here's how its private bankers are using it.

The bank's ultimate goal is for AI to help new private bankers mirror their best and brightest ones.

BTG tight lipped on digital banking growth

But Brazil’s BTG Pactual is seemingly swimming against the tide by remaining tight-lipped about the growth in its digital retail banking business.

Corient chooses Addepar for collaboration

The partnership with Corient is being formed at a time when Addepar is seeing potential in the financial software industry.

Raymond James snags $435M Merrill Lynch team

The brokerage giant extends its reach in Massachusetts with a group that includes a father-son advisor duo.

TD Bank tops profit, says U.S. still key market as anti-money laundering probe drags

TD, Canada's second largest bank, said net income at home rose 7%.

Lazard AM adds AI-enhanced US small-cap equity fund to UCITS range

The fund will typically hold 350 to 400 stocks

Wealth and Asset Management