Managers of Wealth Americas

Wealth Enhancement Group Joins Forces with Vivid Financial Management

Addition of Six-Advisor Practice Will Bring Wealth Enhancement Group's Total Client Assets to More Than $55 Billion

Wealth Manager joins Focus as a new partner firm

The firm is known for its holistic wealth management and planning, which integrates the totality of the financial planning processes.

Brookline Bancorp Launches Clarendon Private, Boston's Newest Investment and Wealth Management Company

Mariner Wealth Advisors Acquires Sivel Capital Management

Sivel Capital Management assumed the Mariner Wealth Advisors name when the deal closed on Nov. 30, 2021.

Chad Larson Selected as One of Canada’s Top Wealth Advisors in 2021

Canada’s Top Wealth Advisors is a new annual ranking program, produced by The Globe and Mail and SHOOK Research.

Wealth Enhancement Group Joins Forces with Vivid Financial Management, a Central California-based Hybrid RIA with $674 Million in Client Assets

The transaction will close on Dec. 31. Ms. Darrah, Mr. Boulton and Mr. Miller will serve as Senior Vice Presidents, Financial Advisors at Wealth Enhancement Group.

CI Financial to acquire leading wealth manager

CI’s U.S. wealth management assets surpass US$100 billion in less than two years

Ida Khajadourian and Kathy McMillan named leading Women in Wealth

The Leading Women in Wealth Award was based on peer and client feedback in the following key areas: professional accomplishments over the last five years, demonstrated promotion, influence and championing women within the industry, and other awards and ac

Hightower Facilitates Lexington Wealth Management's Third Sub-Acquisition This Year

Lexington is adding Thompson Wealth Management, a $340 million AUM firm in Concord, Mass., to its growing team of wealth management professionals.

The dos and don’ts of setting up a foreign wealth management office

A fulsome regulatory review is required to avoid the pesky unknowns that inevitably alter the profits and losses of the new office.

Raymond James Draws $670M Team from Merrill

The team offers comprehensive wealth management services to a variety of clients including business owners and foundations, Raymond James says.

Ora Citron Named 2021 Five Star Wealth Manager with Diamond Group Wealth Advisors San Francisco/Bay Area-Based Wealth Management Firm

The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry.

Matrix Capital Advisors, a Chicago RIA Serving High-Net-Worth Clients, Joins CI Private Wealth

By combining with CI Private Wealth, we will benefit from CI’s capabilities and support in all aspects of the business, allowing us to further enhance the service and attention we provide to our clients.

New Wealth-X Report Reveals a Staggering Level of Generational Wealth Transfer Leading up to 2030

Over the next decade, almost a quarter of this population will transfer more than $18 trillion in wealth, a sum greater than China’s annual GDP in 2020.

Apollo Accelerates Global Wealth Build with Acquisition of Griffin

Strategic Acquisition to Add US Wealth Distribution Team and Individual Investor-Focused Real Estate and Credit Products with Over $5 Billion of AUM

Prominent Financial Advisor Celebrates Launch Of Independent Wealth Management Firm In Houston, Tx

Specializing in tailored investment and planning strategies, Henry Bragg & Co. offers an integrated approach to wealth management

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.

Wealth and Asset Management