Managers of Wealth Americas

Wilmington Trust Lures FAs from BofA Private Bank, TD

Tyler Calder, meanwhile, joins Wilmington Trust as a wealth advisor from TD Private Client Wealth

Altamont Capital Partners stakes $7bn asset manager

Private equity firm Altamont Capital Partners has bought a stake in Horizon Investments

Scotiabank profit beats estimates on lower provisions, Canada, wealth growth

Reported net income for the fourth quarter ended October 31, 2021 was $2,559 million compared to $1,899 million in the same period last year. Diluted earnings per share were $1.97, compared to $1.42 in the same period a year ago.

Raymond James signs up to new data integration hub

It is designed by Sprint Enterprise Technology that was founded in 2010 and is known for Fastrak software.

Merger of Cerity Partners and Bingham, Osborn & Scarborough

Creates $40 Billion Wealth Management Firm

UBS will find plentiful opportunities in US digital wealth management push

Digital wealth management targeted at the mass affluent market is projected to be the fastest-growing segment at an annual rate of 16.8% over the same period.

Wealthspire Advisors to Acquire California-based Wealth Management Firm, Private Ocean

Acquisition adds $2.7 billion in assets, expands Wealthspire’s national presence with West Coast offices

The Colony Group Announces Fifth Strategic Transaction of 2021

Derby and Company to Join Colony in Further Expansion Across New England

How Nicola Wealth exploded on to the Ontario scene

Firm has experienced huge growth in the pandemic and is poised to launch more in 2022

UBS Adjusts Advisor Compensation Plan to Reward Teams, Encourage Loyalty

UBS’s updated compensation grid incorporates just two factors: advisors’ trailing-12-month revenue production and their length of service at UBS.

Benjamin F. Edwards Partners with RBS Wealth Management

The full-service wealth management firm has a distinguished legacy spanning over 135 years and five generations.

Two UBS advisors in Greater Florida named to the Working Mother/SHOOK Research Top Wealth Advisor Moms list

The women advisors named to the list all have a child aged 21 or younger still living at home.

Fiduciary Trust appoints MD

Firm Continues Nationwide Growth with Plans to Build a Southeastern Hub to Complement the Strength of Teams in Florida and Washington, DC

Warren Averett Asset Management inks Strategic Partnership

The management team of WAAM will remain meaningful shareholders as part of this transaction and the parent company, Warren Averett CPAs & Advisors, will retain a minority stake.

Wipfli Financial Advisors acquires Redwood Wealth Management

Redwood expands Wipfli Financial's presence into the southeast U.S. while also bolstering the firm's team of experienced professionals.

Broadridge's SRD II Solution Wins Industry Recognition as Asset Servicing Regulatory Solution of the Year

Global Proxy Voting and Shareholder Disclosure Solution Win Prestigious Asset Servicing Times Award

Scotia Global Asset Management honoured to receive 13 individual awards across 9 categories at the 2021 Refinitiv Lipper Fund Awards

These awards are granted to investment solutions "that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

Wealth and Asset Management